Summary List
see Data > General Event Information > Summary List
Summary
Request for Proposals are the event that proceeds purchase orders and allows the adding of many companies to send to get Quotes for the purchase in return.
Sidebar
Request
Request for Proposal Date – the date the request was made
Prop. Due Date – the date a response is needed by
Exp. Delivery Date – the Date the request needs to be delivered by
Internal Contact – the user that oversees the RFP
Purchase
Acquiring For – The event or reason for the RFP
Suppliers – A searchable multiselect of suppliers for where the RFP will be sent for estimates
Send – Opens the send window to send out the spreadsheet/ intra-tenant request for estimates
Generate Purchase Order – Generates purchase orders from the estimates
Information
Line-Item List
see Purchasing > General Event Information > Line-Item List
Total Section
see Purchasing > General Event Information > Total Section
Line-Item Popup
see Purchasing > General Event Information > Line-Item Popup > Details