RFQ Customer

Before You Begin

  • To get started, make sure you have your username and password ready.
  • Once you log in, you will land on the welcome screen.

    • 1.1 ADD RFQ CUSTOMER

    Add a RFQ Customer - Step-by-Step

    Step 1: Reach the RFQ Customer Section

  • From the main Side menu, click on "Marketing," then go to "Masters," and finally choose "RFQ Customer." This will open the RFQ Customer Search page.

    • Step 2: Adding RFQ Customer

  • On the top right of the RFQ Customer Search page, you'll see an "Add RFQ Customer" button. Click this button…

    • Step 3: Fill in details

    Upon clicking the 'Add RFQ Customer' button, the Add RFQ Customer page will open. Complete the following information:

  • RFQ Customer Legal Name: Enter the RFQ Customer's Legal name.
  • RFQ Customer Trade Name: Enter the RFQ Customer's name.
  • RFQ Customer Type: Pick the type from the dropdown. (To include a new field within the dropdown, you can add it to the "COMPANY_TYPE" section on the Master Category screen.)
  • Tax ID: Enter the Tax ID.
  • RFQ Customer Code: Add an RFQ Customer code. (This code will be utilized in generating reports.)
  • Description: [Text Field] Enter and remarks or general comments if any .
  • Status: [Dropdown] (Mandatory) Select the Status.
  • Important Note: All fields with a (*) are mandatory, so remember to fill them all.

    • Step 4:Save or Clear

  • Save: To retain the information, select "Submit." This action will include the RFQ Customer with the provided details. After saving, the entry will be added, and the screen will transition to the editing mode -> Refer 1.3(Edit RFQ Customer)
  • To Start Over: Click the "Clear" button if you wish to erase all information and begin anew. Please note that once this button is clicked, the entered information will not be saved.

    • 1.2 SEARCH FOR RFQ CUSTOMER

    Search for a RFQ Customer - Step-by-Step

    Step 1: Start Searching

    On the RFQ Customer Search page, you can search in different ways:

  • By Legal Name: Type the RFQ Customer’s Legal name.
  • By Trade Name: Type the RFQ Customer’s Trade name.
  • By Code: Type the RFQ Customer code.
  • For All: If you don't have a specific name or code, just click "Search" to see all RFQ Customers.

    • Step 2: See the Results

    After clicking "Search," you'll see results: :

  • If you search by name or code, you'll find the matching RFQ Customer(s).
  • If you haven’t filled any fields, you'll see a list of all RFQ Customers.

    • 1.3 EDIT RFQ CUSTOMER

    Edit a RFQ Customer - Step-by-Step

    Step 1:Find RFQ Customer Edit

    Step 2: Start Editing

    On the RFQ Customer Search, you can edit Customer RFQs:

  • By Name or Code: Type the name or code. Click Search: Press "Search" to find the RFQ Customer you want to edit.

    • Step 3: Edit Details

    After clicking "Search," you'll see results:

  • Click "View/Edit" next to that RFQ Customer to reach the Edit RFQ Customer page.

    • Step 4:Update Info

  • On the Edit RFQ Customer page, you'll see existing details.
  • You can make edits to your entry and then proceed to submit it.
  • Change things like the RFQ Customer name, type, Tax ID, and code.

    • 1.4 SUB TABS

    1.4.1 ADDRESS

    Step 1: Adding a Address

    Here’s a version that keeps all details intact while being more concise and readable: 1.4.1 ADDRESS Step 1: Adding an Address After submitting the RFQ Customer, the Address, Buyer, and other sub-tabs will appear. In the Address tab, fill in the following details:

  • Address Type (mandatory): Specifies the purpose (e.g., business, billing, shipping).
  • Line One (mandatory): Primary address details (street number, building name).
  • Line Two (mandatory): Additional location details (apartment, suite).
  • Line Three & Four: Optional fields for more address details.
  • Country (mandatory): Specifies the country.
  • Province/State (mandatory): Indicates the region within the country.
  • City (mandatory): Identifies the locality.
  • Postal Code (mandatory): ZIP or postal code for accuracy.
  • Status (mandatory): Specifies the active RFQ customer.
  • To modify dropdown values, visit the Master Category page to edit or add new options.
  • Important Note: Prior to submitting Address, ensure that all mandatory (*) fields have been filled
  • Click ‘Submit’ to process and save the entry, which will be listed for reference.
  • Use the view/edit button to modify an existing record.
  • Click the button, make edits, and submit the updated entry.

    • 1.1.1.2 BUYER

    Step 1: Adding a Buyer

    Once you have submitted the Address sub tab you can move on to the next tab Buyer. Here, provide the following for Buyer tab:

  • Buyer First Name: Enter the first name of the buyer. This is a mandatory field.
  • Buyer Last Name: Enter the surname of the buyer.
  • Buyer Middle Name: Enter the Middle Name of the buyer if applicable.
  • Phone No: Enter the Contact Number of the buyer. This is a mandatory field.
  • Email: Enter the E- mail address of the buyer.
  • Status (mandatory): Indicates whether the buyer is active.
  • To add or modify dropdown values, visit the Master Category page.
  • Important Note: Prior to submitting Buyer, ensure that all mandatory (*) fields have been filled.

    • 1.1.1.3 DELIVERY TERMS

    Step 1: Adding a Delivery Terms

    Once you have submitted the Buyer sub tab you can move on to the next tab Delivery Terms. Here, provide the following for Delivery Terms tab:

  • Delivery Terms: (Mandatory) The "Delivery Terms" dropdown provides a selection of predefined conditions that outline how goods or services will be delivered. Users can choose from a list of options, each representing a specific set of terms related to the location, transportation method, and delivery schedule. Selecting an option from this dropdown ensures that the agreed-upon delivery conditions are accurately communicated and understood between parties involved in the transaction.
  • Effective Date: (Mandatory) In the context of the "Effective Date" field, it refers to the date chosen to mark the official initiation or start of a particular event, agreement, or period. This date serves as the reference point from which obligations, terms, or actions related to the subject matter are measured and begin to apply.
  • Expiry Date: Within the "Expiry Date" field, this term indicates the date on which a specified event, agreement, or period concludes or becomes inactive. It denotes the end point from which obligations, terms, or actions related to the subject matter are no longer valid or applicable.
  • To modify or add new values to the dropdown, you can access the 'Master Category' page. This page provides the necessary interface to edit existing options or introduce new ones within the dropdown list..
  • Important Note: Prior to submitting Buyer, ensure that all mandatory (*) fields have been filled.
  • Click the ‘Submit’ button the entry will be processed and added to the system. The newly added details will then be displayed in the list for reference.
  • For editing the subtabs, you’ll find the view/edit button in the list of the data displayed.
  • Click the view/edit button in the subtab and the data is viewed in edit mode.
  • You can make edits to your entry and then proceed to submit it.

    • 1.1.1.4 PAYMENT TERMS

    Step 1: Adding a Payment Terms

    Once you have submitted the Delivery Terms subtab you can move on to the next tab Payment Terms. Here, provide the following for Payment Terms tab:

  • Payment Terms: (Mandatory) The "Payment Terms" dropdown offers a range of predefined options that specify how financial transactions will be handled. Users can select from a list of choices, each representing a particular set of terms related to when and how payments are expected. By choosing an option from this dropdown, users ensure that the agreed-upon payment conditions are clearly communicated and understood between parties involved in the transaction.
  • Effective Date: (Mandatory) In the context of the "Effective Date" field, it refers to the date chosen to mark the official initiation or start of a particular event, agreement, or period. This date serves as the reference point from which obligations, terms, or actions related to the subject matter are measured and begin to apply.
  • Expiry Date: Within the "Expiry Date" field, this term indicates the date on which a specified event, agreement, or period concludes or becomes inactive. It denotes the end point from which obligations, terms, or actions related to the subject matter are no longer valid or applicable.
  • To modify or add new values to the dropdown, you can access the 'Master Category' page. This page provides the necessary interface to edit existing options or introduce new ones within the dropdown list..
  • Important Note: Prior to submitting Buyer, ensure that all mandatory (*) fields have been filled.
  • Click ‘Submit’ to save the entry, which will be displayed in the list.
  • Use the view/edit button to update existing records.
  • Click the button, modify the data, and submit the changes.

    • That's it! You've learned how to ADD, SEARCH, EDIT a RFQ customer using the DMeX app. If you need help, contact the support team.