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You can create a Request For Quote (RFQ) from a number of places in Chase, depending on your user rights.

A RFQ can be added from:

  • the Cost Sheet
    Creating a Request For Quote for a job using the cost sheet option allows you to order accurately based on what the client will be billed for. This will link the RFQ directly to the related Cost Sheet.


  • a specific line item on the CE where an external cost is expected.
    If you just want to quickly create an RFQ for a single item in the cost sheet, you can use the Create a Request For Quote based on this line option.
    This button only shows on external items as these are, by definition, items that you would want a Supplier to provide. 

  • the Add New button
    Creating a Request For Quote for a job using the Add New option creates the RFQ that is not related to a Cost Sheet.  This is not ideal for most agencies, where they need to keep track of what has been ordered, compared to what the client will be billed for.


Find out how to:

Step-by-step guide


Adding an RFQ from the Cost Sheet


  1. Open the Job Bag that contains the Cost Sheet for which you want to request for quote.

  2. Click the Shortcut Menu.



  3. Select Request for Quote from the list that appears.



    The Create Request For Quote dialog appears with all External line items.

  4. Select all line items and the desired number of units that need to be ordered.

    For this example, Studio was selected.



  5. Click the Create button.



    The Request for Quote screen appears. The RFQ is in Draft status with no costs. 

  6. Select the Deliver By date and time that you want to book the studio.

    For this example, 15 April 2019 at 10:00 am was selected.



  7. To add a quote against desired suppliers, click the Shortcut Menu and select Quote.



    The Create Quotes dialog appears.

  8. Select all suppliers that you want to send this request for quote to by clicking the field under the Supplier column.

    For this example, Light Lounge Studio was selected.



  9. Select the contact person at the supplier by clicking the field under the Contact column.

    For this example, Andre Maree was selected.



  10. Once satisfied with all selected suppliers, click the Send button.



    The Send Notification for Request For Quote dialog appears. 

    Notice that all selected supplier contacts appear on the To (Supplier Contact) field and the body of the email shows the line item details. If you uncheck Send Email, you'll skip the Email dialog and the quote(s) will be created.
  11. Enter all details about this RFQ and click the Send button.



    The status of the RFQ will change from Draft to Pending



    The number of quotes will be added on the job tree. Please note that these quotes will remain in Draft status with no value.

    Once the supplier responds to your request for quote, you need to capture the quote details on the correct quote and attach any related supplier document.




Adding an RFQ for a single line item


  1. Open the Job Bag that contains the Cost Sheet for which you want to request for quote.

  2. Click the Create a Request For Quote based on this line icon located in the Studio line item.



    The Create Request For Quote dialog appears with all External line items.

  3. Select all line items and the desired number of units that need to be ordered.

    For this example, Studio was selected.



  4. Click the Create button.



    The Request for Quote screen appears. The RFQ is in Draft status with no costs. 

  5. Enter details about the RFQ in the Details field.



  6. Select the Deliver By date and time that you want to book the studio.

    For this example, 15 April 2019 at 10:00 am was selected.



  7. To add a quote against desired suppliers, click the Shortcut Menu and select Quote.



    The Create Quotes dialog appears.

  8. Select all suppliers that you want to send this request for quote to by clicking the field under the Supplier column.

    For this example, Light Lounge Studio was selected.



  9. Select the contact person at the supplier by clicking the field under the Contact column.

    For this example, Andre Maree was selected.



  10. Once satisfied with all selected supplier, click the Send button.



    The Send Notification for Request For Quote dialog appears. 

    Notice that all selected supplier contacts appear on the To (Supplier Contact) field and the body of the email shows the line item details. If you uncheck Send Email, you'll skip the Email dialog and the quote(s) will be created.
  11. Enter all details about this RFQ and click the Send button.



    The status of the RFQ will change from Draft to Pending



    The number of quotes will be added on the job tree. Please note that these quotes will remain in Draft status with no value.

    Once the supplier responds to your request for quote, you need to capture the quote details on the correct quote and attach any related supplier document.



Adding an RFQ from the Add New button


  1. Open the Job Bag that contains the Cost Sheet for which you want to request for quote.

  2. Click the Add New button on the Ribbon.



    The Add New dialog appears.

  3. Select the Request for Quote from the Document Types section.



  4. Click the Create button.



    The Request For Quote screen appears.

  5. Enter a short description of the RFQ in the Description field.



  6. Enter details about the RFQ in the Details field.



  7. Select the Deliver By date and time that you want to book the studio.

    For this example, 15 April 2019 at 10:00 am was selected.



  8. Under the RFQ Details tab, click the Add New button.



  9. A new line is added below. Select the work type to be ordered by clicking the drop down on the added field.

    For this example, Studio was selected.



  10. Select the number of units to be ordered.

    For this example, 1 was selected.



  11. Click the Save button.



  12. To add a quote against desired suppliers, click the Shortcut Menu and select Quote.



    The Create Quotes dialog appears.

  13. Select all suppliers that you want to send this request for quote to by clicking the field under the Supplier column.

    For this example, Light Lounge Studio was selected.



  14. Select the contact person at the supplier by clicking the field under the Contact column.

    For this example, Andre Maree was selected.



  15. Once satisfied with all selected suppliers, click the Send button.



    The Send Notification for Request For Quote dialog appears. 

    Notice that all selected supplier contacts appear on the To (Supplier Contact) field and the body of the email shows the line item details. If you uncheck Send Email, you'll skip the Email dialog and the quote(s) will be created.
  16. Enter all details about this RFQ and click the Send button.



    The status of the RFQ will change from Draft to Pending



    The number of quotes will be added on the job tree. Please note that these quotes will remain in Draft status with no value.

    Once the supplier responds to your request for quote, you need to capture the quote details on the correct quote and attach any related supplier document.

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