Sourcing & Quoting
Whether you are working on a single requirement or a 1,000 line Bill of Material, Rz includes features to help you quickly identify opportunities and track the entire sourcing process. RFQs can be entered individually or imported in batches, and the history of each sourcing effort and customer quote is instantly available to other salespeople.
Then when sourcing is complete, all of the quotes prepared for the customer can be grouped into a single quotation form, which is emailed to the customer and flagged for a follow-up call at a later date. Managers can view the quote details in the daily recap reports, and also see the quote total in the summaries of current activities and sales forecasts.
Sourcing & features include:
- Single and batch requirement entry
- RFQ broadcast by part, manufacturer, or region
- Vendor bid tracking
- Customizable quote .pdf and email forms
- Follow-up reminders
- Quote completion statistics and analysis