Good morning, We would like to implement Vendor RF...
# general
m
Good morning, We would like to implement Vendor RFQ in order to grant vendor access to the Vendor Center, so they can enter their Bids; however, our RFQ contain hundreds of Items and there is no option for the vendor or us to upload the information. It needs to be enter manually. This might be a showstopper for now. • Is any of you using RFQ's? • How are you managing the vendor Bid? Thank you
m
I have found the vendor RFQ process to be super tedious and difficult to use It’s not easy to setup or manage RFQ. The result of the RFQ is a purchase contract There are a lot of settings like date ranges and other restrictions that most people end up trying to get around anyway Most people, especially in MFG companies need a more agile solution to get quotes for specific POs or purchase runs. Not long term pricing for specific items I usually use some form of a Requisition, Purchase Request or custom purchase transaction to send to the vendor. They update and approve as the first step of the PO approval workflow Then when the vendor approves it goes to the purchaser Then up the chain (if needed) When approved it becomes a PO (either through the requisition > PO process or a custom transform into a PO Or PR > PO process
If you want to use purchase contracts then the RFQ can work but again it’s quite tedious to manage and usually overwhelms vendors so they just give up
I can give more detail on some of the more agile processes I’ve seen if you think that would fit better for you
m
Yes, I totally understand. That out of the box RFQ is not going to work for us. • We need to be able to send RFQ to a mix exiting and potential vendors, who sometimes don't exists in Netsuite yet. • In the RFQ, we will include a mix of exiting Items and other Items that don't exit in Netsuite. • For some of those Items, we need to attach specs from our Arena PLM system. Perhaps a PDX format each. • We need to run searches and validations to find the best bid and other item pricing information. • We need to keep all this for archive/historical data. • Only the wining or selected bid will become a Purchase Contract. • We definitely would like to use the Purchase Contract functionality since it helps a lot with the "Order Items" process from Planned MRP PO and standard Purchase Order creation process. I will definitely looking at how to accomplish this or 3rd party tools.
m
Yeah....You could do something with custom records I bet or custom transaction types.
You would have a difficult time with the non-existing vendors and non-existing items but could setup "dummy" records for those
Then with a little scripting convert the custom record into a purchase contract
m
Yeap, but they want them to give them access to a portal, which makes it more complicated.
m
Yes you are correct the native Vendor Center would not support custom records. It can support the native RFQ process, but again it is a little tedious. We made a custom portal builder that you can deploy that would definitely support this and any other custom relationship or process you have. We've used it to build custom customer portals, vendor portals, partner portals and much more. If you are considering 3rd party tools it may be worth a look as it would not require you to sync data between multiple systems or manage a bunch of integrations
Do you want to take a look at how it would work sometime?
m
Crazy busy right now, but I will definitely will take a look to it. BTW, Do you have a link to the Google Sheets connector to extract saved searches?
m
m
Yes, any links to demos and see how it works?
m
Let me check our resources. Also happy to show you all the functionality anytime