Overview
RFIs are web forms : you and your suppliers will fill in them directly in Convergence. No need to "send" something. |
Table of content
Step-By-Step
To Create a ”New RFI”
1- In Tabs => Click on “Accounts”
2- In View Menus => Select “My Accounts”
3- In ListViews => Click on “Account Name” eg.A R WILFLEY AND SONS
Scroll down to find the "Core RFIs" and click on the button "New RFI“
❑ Information
Account is automatically filled in this square eg.A R WILFLEY AND SONS
1- Fill the Due Date
2- Click on Save
How to send a RFI ? |
You must have to create the contact, with a e-mail address (A1311 - Account Contacts and related contacts) |
Open your RFI
RFI Detail "Click on Edit "RFI-0000259”
1- Fill Contact ( you can use the magnificer)
❑ Go To Next
1- In status , select Sent in View menus”
❑ Entered more information about the following parts
- GENERAL COMPANY INFORMATION (Supplier Name, Corporate Name , etc..)
- Address (Street, Zip/Postal code, Country , City , etc…)
- PO Box Address (PO box, Zip/Postal code)
- Supplier account manager (Salutation, First Name, last Name, etc..)
- Company Geographical Coverage (Zone, etc…)
- Turnover
- Quality
- Sustainable Development, etc…..
2- Click on Save “down the page”
Need help?