Supplyframe's Quoting solution allows you to download a spreadsheet version of your RFQ. This is convenient when working on larger requests or utilizing internal resources to gather data.
To get started, from the Project dropdown above your line items, click on Export. After you have downloaded the file you can begin working on your RFQ offline.
When all of the data is completed, you will then go back into Supplyframe to import the responses into your RFQ. Click on Upload Responses to select your file and it will immediately start uploading your responses.
RFQ Columns Tips
Here are some tips on entering data into the spreadsheet. This will help ensure that your document uploads successfully and efficiently into the RFQ.
- Make sure to not remove the Row ID number, change headers or add tabs. (That will create issues when uploading.)
- You can however change the order of the columns in the document.
- Be sure to fill in all the columns marked as required, which are highlighted.
- When quoting alternates/crosses or correcting a part, then enter your responses only in the "Recommended MPN / Recommended Manufacturer" columns. Do not change the original data within the original MPN / Manufacturer fields.
- For fields as applicable, they will provide the accepted list of validation displayed from a dropdown in the Excel file.
When clicking into a field that has acceptable values set up by your customer for a custom column, you will notice that a dropdown will show the applicable acceptable value list. - On the spreadsheet for the columns of Stock, LT(WKS), MIN/MULT, and PRICE: these entries must all be numeric only (integers). Do not add extra text such as "7 Weeks", "3 months", or "2 thousand".
- For Price Application, you can use the dropdown to identify as: New PO or New Delivery.
- To flag an item as No Bid, RoHS compliant, Lead Free, NC/NR (Non-cancellable/Non-returnable), Obsolete, or Tariff applicable, you can respond by putting "Yes", "Y" or "1" in the corresponding cell.
- For Package Type, you can use the dropdown to select the corresponding response.
In addition, here are the acceptable options that can be entered:Ammo, am, ammo pk, ammo pack, ammo pkg
Bulk, b, bk, blk, bl
T/R, tape/reel, tape & reel, t&r, tape, reel, t, rl, r
Tube, tu, tb, rail, ral
Tray, ty, try
Cut Tape, ct, ctape, cuttape, cut(These are not case sensitive.)
- For the Start Date / Expire Date, you can enter it in using one of the following formats:
- MM/DD/YYYY
- MM-DD-YYYY
- MM/DD/YY
- MM-DD-YY
Please spot check one of the dates following your upload to ensure that other Excel regional settings have not interfered with the expected format during upload. If you do see an issue, please ensure that you have selected "English" (United States) for the "Date" setting in Excel.
RFQ Troubleshooting Upload Errors
After uploading, you will notice the system showing any errors by their rows being highlighted in red. Click on the Filter dropdown and select Show Errors Only Items to easily see which line items need to be corrected. The specific column(s) in a row that needs to be updated will have a red border line around the line item's cell.
Hovering over the cell will provide more details regarding the errors for that cell. You can then make any needed corrections on the page. It will automatically save them.
You can review this article for more information on troubleshooting errors when responding to RFQs.