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Table of content


Step-By-Step

 


STEP 1

Account Owner you can  Create” new RFI”

1- In Tabs => Click on  “Accounts”

2- In View Menus => Select “My Accounts”

3- In  ListViews => Click on “Account” A R WILFLEY AND SONS

NB: Create RFI on the supplier, not the supplier group

 

 


STEP 2


Scroll down to find the "RFI Specific Parts" and click on the button "New RFI Specific Part

 

 

 


STEP 3 

Account is automatically fill in this square ” A R WILFLEY AND SONS

1- Fill the Due Date

2- Click on Save

 

 

 

 


STEP 4

Step 4 Description

 

 

 

 


STEP 5

Step 5 Description

 

 

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STEP 6

Step 6 Description

 

 


STEP 8

Step 8 Description

 

 

 

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