Steps

  1. In Details, fill For customer (optional) — leave it empty for stock replenishment — and an Internal reference such as a PR number.
  2. 1. Items: search Add from catalogue (shows the Last cost) or click Free-text line for items not in the catalogue.
  3. Set Qty, Unit and Notes on each line.
  4. 2. Suppliers: search or filter by category and city, then tick suppliers (or Select all shown). WA and Email badges show who can be reached.
  5. 3. Preview & send: choose WhatsApp, Email or Both and check how many selected suppliers are reachable.
  6. Edit the Message if needed; the preview bubble shows what suppliers receive.
  7. Click Send. The RFQ is created and opens on Suppliers & replies to track delivery and replies.

Tips

  • The message is generated from the items until you edit it; click Regenerate from items to rebuild it.
  • You must add at least one item and pick at least one supplier, and every line needs a name and a quantity.
  • Suppliers not reachable on the chosen channel are marked Failed — the toast tells you how many were unreachable.
  • Each sent message is also logged in the supplier's conversation in Messages.
  • Sending is simulated in this prototype.

In the app, press F1 or ? on this screen to open this guide next to your work.

This guide belongs to the Procurement AI module. Learn more

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