SourceDay's RFQ allows you to source new suppliers without adding them to your ERP. Instead you create a supplier address book within SourceDay.
Suppliers will only receive notifications from SourceDay RFQ when they are invited to bid on a request. You can add as many suppliers & contacts as needed, even if they aren't a part of your ERP.
Getting Started: Build Your Supplier Address Book
When you create an RFQ, you’ll select suppliers directly from your SourceDay address book. Here’s how to set it up:
Step 1: Add Categories
Categories allow you to group suppliers by parts, type of parts, departments, geographical regions, or other categories you may be using within your ERP. Suppliers can belong to multiple categories.
Show me how to make and manage a category
Step 2: Add Companies
SourceDay RFQ supports flexible relationship models, whether you work with one contact or several at each supplier. When adding a company, you’ll also define its primary contact (you can add additional contacts later).
You’ll need:
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Company name
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Category (optional; you can assign multiple)
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Supplier ID (optional; from your ERP)
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Primary contact’s name and email address
Show me how to make and manage a company
Step 3: Add Contacts
If you work with more than one person at a supplier, you can add as many contacts as needed. Each contact must be added individually to receive bid requests.
You’ll need:
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Their company name
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Contact’s full name
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Contact’s email address
Show me how to make and manage a contact
Manage and View Your Suppliers
Once your address book is set up, the Supplier Dashboard becomes your central hub for:
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Viewing supplier performance (bids submitted, won, or pending)
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Managing supplier records, categories, and contacts
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Keeping your supplier info clean and up to date
Show me how to use the Supplier Dashboard