TABLE OF CONTENTS


What is an RFQ

RFQ is the abbreviation of Request for Quotation.


An RFQ is a request made by the customer to the supplier to get quotes for the given items. An RFQ aims to get the best quote from the list of potential suppliers.


How to Create a New RFQ

Follow the below steps to create a new RFQ.


  1. Log in to the Aerchain customer portal.
  2. Click on New RFQ under Request for Quote Module.
    ✔️ The RFQ creation page opens.
  3. Fill out the form.
  4. Click the Submit button.
    ✔️The Approver layover page opens.
  5. Type and choose the approver.
  6. Click the Submit RFQ button.
    ✔️ Goes for the approval of the approvers.


Once the approvers approve, your RFQ will now be released.


How to Clone an RFQ

Follow the below steps to cancel the RFQ

  1. Log in to the Aerchain customer portal.
  2. Click RFQs under Request for Quotes.
  3. Click the Code of the RFQ you want to clone.
  4. Click More > Clone.
    ✔️ The cloned RFQ opens.
  5. Fill out the form.
  6. Click the Submit button.
    ✔️The Approver layover page opens.
  7. Type and choose the approver.
  8. Click the Submit RFQ button.
    ✔️ Goes for the approval of the approvers.


Once the approvers approve, your RFQ will now be released.


How to Cancel an RFQ

Follow the below steps to cancel an RFQ.


  1. Log in to the Aerchain customer portal.
  2. Click RFQs under Request for Quotes.
  3. Click the Code of the RFQ you want to cancel.
  4. Click More > Cancel.
  5. Type and choose the approver.
  6. Type in the reason for cancelation in the Reason for cancel text box.
  7. Click the Submit RFQ button.


Once approved, the RFQ stands canceled.


How to Reassign an RFQ

Follow the below steps to reassign an RFQ.


  1. Log in to the Aerchain customer portal.
  2. Click RFQs under Request for Quotes.
  3. Click the Code of the RFQ you want to cancel.
  4. Click More > Reassign.
  5. Choose the new assignee from the dropdown.
  6. Type in the reason for the reassign.
  7. Click the Reassign button.


Once approved, your RFQ is now reassigned to the selected user.


How to Convert a PR to RFQ

Follow the below steps to convert a Purchase Request (PR) to a Request For Quote (RFQ).


NOTE: Before proceeding below make sure that you are the purchaser. 

Follow the below to make yourself a purchaser:

1. Click More.
2. Click Reassign Purchaser.3. Select Purchasers from the Reassign Purchasers.
4. Provide a reason.
5. Click the Reassign button.

You have now made yourself a purchaser.


  1. Click Convert.
  2. Click Request For Quote.
    ✔️ The cover to RFQ form opens.
  3. Fill in the details.
  4. Click Submit.
    ✔️ The Approvers form appears.
  5. Choose an approver.
  6. Click the Submit RFQ button.


Once approved, the RFQ is released.


Please feel free to reach out to support@aerchain.io should you have any questions or feedback.