In the previous articles we have discussed how the RFQs are sent out to suppliers and how Aerchain helps you pick the best supplier among many. Even in this scenario, there is a case where the RFQ that needs to be converted must go through several rounds of approval to ensure that we purchase the best.
In Aerchain, to ensure such procurement happens, we provide a separate technical and commercial approval cycle that is independent of the default approval.
While creating an RFQ, the user has an option to select the technical/commercial or both that is necessary for this RFQ. Follow the below steps to have a technical/commercial approval flow for a RFQ.
- In the RFQ create page, please select yes/no in both fields as shown in the screenshot at the header section of the create page
- Fill-in all the mandatory fields such as line-items, departments, ledger, etc.
- While submitting the RFQ, a pop-up will appear as shown below
- Please select the users as per the organization structure and submit the RFQ
Key Points to note
- In Aerchain, to ensure only the relevant information is provided to the technical/commercial approver their view access is built the following ways
- Technical approver: The user is shown only the technical information such as the questionnaire responses, documents uploaded by the supplier while submitting the quote. Based on this information, they evaluate and accept/reject the supplier quote. They are not shown the quote prices as it is not relevant to them.
- Commercial Approver: On the other hand, commercial approvers are shown all information such as quote value, questionnaires, lead time, actions taken by tech approvers are shown.
- Commercial Approver: On the other hand, commercial approvers are shown all information such as quote value, questionnaires, lead time, actions taken by tech approvers are shown.