Tip: The owner company admin can define set of companies (potential customers) allowed to create RFQ
1. Click "Settings" to navigate to "Customers" tab
2. Click "Customers"
3. Click "RFQ Allowed" to define set of companies allowed to create RFQ
4. Select companies
Tip: RFQ creation. A customer can create RFQ and send it to an owner.
5. As a customer existing in RFQ list, click "Create new request" from the "Requests" tab, choose a company.
Tip: Data required to create RFQ: Project, sites, UoMs, materials, truck types and Customer rate. The customer cannot see/set the driver rate; only the customer rate is allowed.
6. If the customer creates an RFQ along with a new Project and the owner added customer to RFQ allowed list, it has access to the owner's data (sites, UoMs, materials, truck types) to be able to create a request.
7. If the customer creates an RFQ for a project with already provided Granted Access, that project is available in the projects listing while RFQ creation.
8. Created RFQ, сustomer view:
9. Created RFQ, owner view:
10. Owner accepts RFQ:
11. RFQ listing - once confirmed, RFQ entity is archived and invisible among listing in UI:
12. If the project is a new project, RFQ acceptance provides the project with Granted Access for a customer. Project owner's view:
13. If the owner confirms RFQ, the payload is created, and the customer can create job requests (with a new project or not). Customer view:
Tip: Notifications.
In case of changed price while RFQ confirmation, SMS is sent. Recipient is only user with Granted Access who created RFQ.