MY
RFQs
My RFQs · Is a sourcing and messaging tool for
product pricing and availability..
·
Copy RFQ
·
Send RFQ
Re-create RFQs
from In-Box to My RFQs
Ø
Reports
Buyer’s RFQs · Where you issue requests for quotes on
materials and equipment.
Click on Buyer’s
RFQs, and then click Main (if you are not already there). You
will be placed in the Main RFQ screen where you will see any existing
RFQs.
Buyers Main · Create,
maintain and view your RFQs, and send RFQs to your vendors..
If you have
not yet created an RFQ, or have no RFQs currently active, you will see the
following message: “You have no existing RFQ’s, select ADD NEW to begin a
new RFQ. For further information,
reference the Quick Start Guide.”
If you wish to add an RFQ, proceed to the Add New
RFQs instructions below.
If you have
RFQs, you will see a small window to the left of the screen listing the
existing RFQ titles.
Screen Tips
You may use the scroll bar or arrows to the
right of the RFQ title window to scroll through the titles.
You must be
in the Main RFQ screen.
Click on the desired RFQ title.
Click Display.
You may
send a message (i.e. Miscellaneous Memo, RFI) to vendors.
Once you
have displayed the RFQ as described above you will see 
next to the company name.
Click (the envelope) next to the company’s name and
follow the screen prompts.
To Add a New RFQ…
You must be
in the Main RFQ screen.
Click Add
New and you will be placed in the first information screen called
the General screen. For help,
proceed to the General instructions further in this
document.
You must be
in the Main RFQ screen.
Click Copy
and you will be placed in the first information screen called the General
screen. For help, proceed to the General instructions further in this document.
You must be
in the Main RFQ screen.
Highlight
the desired RFQ title and click Display.
Click Archive. You will see…
|
Are you
sure you want to archive this RFQ? You can
easily reactivate the RFQ if needed. OK Cancel |
Click OK to archive the RFQ.
Add New RFQ · Instructions to add a new RFQ.
Click on Buyers RFQs, and then click
Main (if you are not already there). You will be placed in the Main RFQ screen where you will
see the current RFQ.
To
Add New RFQs…
Click Add New
You will be
placed in the General RFQ screen.
General · Enter your RFQs important dates, notes
and delivery instructions. This
screen requires information in any field with a red asterisk.
|
|
RFQ General Information
|
*RFQ Name
|
§
Identify the RFQ by this name. Required entry.
|
*RFQ Date
|
§
The issue date of the
RFQ. Default is today’s date. The date must be today or greater.
Required
entry. |
*Need Quote By
|
§
The price quote deadline date. Required
entry. |
Need Items By
|
§
The date you expect delivery of these
items. |
Relate to Project
|
§
If you wish to relate this RFQ to a
project, click in the dropdown menu.
You will see all your active projects. Click on the desired project to select. §
Click “None” if you do not wish to
relate this RFQ to a project (default). §
When you relate a project to an RFQ,
certain project information will be available to the vendor. For example, he may use the system to view
the plans and specs to determine the quantity of items needed. |
Ship To City
|
§
This is the city of the possible
shipping/delivery location. §
The default is the city of the users
physical location. |
Ship To State
|
§
This is the state of the possible
shipping/delivery location. §
The default is the city of the users’
physical location. |
Ship To Zip
|
§
This is the zip of the possible
shipping/delivery location. §
The default is the city of the users’
physical location. |
Notes
|
§
Any notes for your internal
reference. §
These notes are NOT attached to your
message. |
Screen Tips
q
Data
must be entered in fields marked with a red asterisk (*).
q
To
move from field to field, press the Tab key or use the mouse.
If you wish
to cancel all fields entered and return to the Main RFQ screen click
Cancel.
– OR -
Click Continue to Items
to the right of the screen to proceed to the Items screen.
Items · Enter your line item list of materials,
supplies or equipment.
Once you
have clicked on the Continue
to items button or on the Items tab, and there
are no items yet defined for this RFQ, you will see…
|
RFQ: Items Note: ‘My Catalog’ is a custom list
of all items that you have requested on previous RFQs. If you choose the ‘My Catalog’ button, you
can quickly add items from your catalog onto the new RFQ. Pick
items from My Catalog
Manually
enter new items Note 2: ‘My Catalog’ can be accessed at
any time from the items screen by clicking: Look
in My Catalog |
To manually
enter new items click, Manually
enter new items. You will be placed in the Items
screen where you will enter item information.
To pick
items from ‘My Catalog’ click, Pick
items from My Catalog. You will be placed in the
‘Search My Catalog’ screen where you may select items.
There are
three steps when defining each line item:
Step
1 is where you indicate
the quantity, unit, description and manufacturer. Note: If you selected “Pick items from My
Catalog” as described above refer to ‘Search My
Catalog’ directions in this document and then continue with the
instructions from step 2.
Step
2 is where you select
categories of vendors you wish to message for this item.
Step 3 is where you save to build the item or cancel to clear all fields entered.
Step 1:
|
Line Item Information
|
*Quantity
|
·
The number of items needed. ·
Required Entry. |
*Unit
|
·
The unit in which the
item must be supplied, i.e. bag, box, carton, yard, etc. The default is ‘None’. ·
Required Entry. |
*Item Description
|
·
The item description. Each time you enter an item description it
is stored in your custom “Catalog”.
The next time you need to include this item on an RFQ you may click on
the link “Look In My Catalog” and retrieve the item description. See further information on “Search My Catalog” below. ·
When
entering item description keep your description as basic as possible. Once you click in the next entry field The
Blue Book’s smart index will be searched and all categories related to the
item description will display under “Suggested
categories for:”. This list
may be used when selecting categories of vendors to send RFQ to in step 2. ·
Required Entry. |
Manufacturer
|
·
Enter the manufacturer(s) you
prefer. You may key in the
manufacturer(s) or use the “Pick Manufacturers” feature. To use this feature click on the Pick
Manufacturers link. For further
details refer to Pick Manufacturers
instructions below. ·
The word “multiple” will display when
you have selected more than one manufacturer. |
Budget Amt
|
·
Your budgeted dollar amount. ·
This amount WILL NOT BE included in
your message. |
Notes
|
·
Further describe the item. You may use this field to enter the color,
model number, etc. ·
These notes WILL BE included in your
message. |
Step 2:
|
Category of Vendors for this Item
|
Suggested Categories for:
|
·
Based on the item description The
Blue Book’s smart index was searched to find related categories. These categories are displayed under “Suggested Categories for:”. You may select one of these categories
and the group/category will be filled in for you. ·
To select one of these categories, click
on the category name. ·
If you see, “no suggestions found”,
it means that no match could be found.
The more basic your item description, the better chance that the smart
index will find a category match. ·
You may select more than one category
per item. |
Group
|
·
The group for this category. |
*Category
|
·
The category of vendors
you wish to send this line item to. Click
on the drop down menu to select the category. ·
Required Entry. |
Step 3:
|
Save or Cancel this line item
|
SAVE
Item
|
Once you have completed steps 1 and 2. Click, SAVE Item to save this item. |
Cancel
|
If you do not wish to
save this item, click Cancel
to clear all fields. |
Vendor
Wizard
|
Once you have
completed entering all your line items, click Vendor Wizard to proceed to the Vendor
Wizard to retrieve vendors. |
STEP 1: Enter the specific item information.
·
Quantity:
(Required) Enter
the quantity required for this item. If
you have attached a project to this RFQ you may want the vendor to determine
the quantity by viewing the plans/specs.
·
Unit: (Required) Select the unit of
measure if this applies or keep the default of “None”. To select the unit of measure, click
in the drop down menu and then click on the desired unit of measure.
Item Description: (Required) Enter the item description. Keep your description as basic as possible. Keep the description as basic as possible. For example: for a 36”W by 52”H Pella casement wood window. You might enter “window” as the description. Use the manufacturer field to specify “Pella”. Use the notes field to enter the size, model number and color, i.e. “36”W by 52”H, wood”.
After you enter the item description and click or tab to the next entry field, The Blue Book’s smart index will be searched and all categories related to the item description will be displayed under “Suggested categories for:” (this may take a few seconds) which you may use when you get to step 2.
Each time you enter an item description it is stored in your custom “Catalog”. The next time you need to include this same item on an RFQ you may click on the link “Look In My Catalog” and retrieve the item description. Or when you type that item description again, the information will be displayed for you with a message telling you that you have previously entered this on another RFQ (even if you had previously deleted it). Follow the screen prompts to save or cancel the item.
Note:
If you need to modify the item description once you have clicked in any of the
next entry fields, you must first click Cancel
at the bottom of the screen to clear the fields.
To “Search My
Catalog” to retrieve item description… Click “Look In My Catalog”. You will be placed in the “Search My
Catalog” window. “My
Catalog” is a custom list of all items that you have requested on previous
RFQ’s. If you choose “My Catalog”
button you can quickly add items from your catalog onto the new RFQ. For further details refer to “Search My Catalog” instructions below.
·
Manufacturer:
(Optional) Enter the specific manufacturer if desired. You may keep the default of “Any Manufacturer”. If you wish to select a specific manufacturer
you may key in the manufacturer name or you may click on the link “Pick
Manufacturer” to retrieve the manufacturer. Note: You must enter the item description before
selecting “Pick Manufacturer”.
To “Pick
Manufacturer” for item…
Click “Pick Manufacturer”. You will be placed in the “Manufacturers for Item” window. The Categories retrieved for
manufacturer selection are based upon the item description. For further details refer to “Pick Manufacturers” instructions below.
·
Budget Amount: (Optional)
Enter the budgeted dollar amount. This
amount WILL NOT BE included in your message.
·
Notes: (Optional) Enter any notes pertaining
this item. This field is used to further
describe the item. You may use this
field to enter the color, model number, etc.
These notes WILL be included in your message.
STEP 2: This is where you
select the group and categories of vendors to send the RFQ to for this item.
·
You
may choose a from “Suggested categories for:”
which was filled in when you entered item description. Click on the desired category and the
group and category below will be filled in for you.
- OR -
·
Click in the drop down menu to select the
Group from which you will select the category.
·
Click in the drop down menu to select the
Category of vendors to send the RFQ to for this item.
Note: You will be given the option to select multiple
categories for each item in step 3.
STEP 3: This step allows you
to cancel or save item information.
·
If you
do not wish to save the item, click Cancel. The screen will be
cleared for re-entry of fields.
·
To
save the item, click SAVE
Item. Once you save the item it is displayed at
the bottom of the screen.
|
Items on RFQ: Item Qty
Unit Description/Category
(Select a link to modify)
Manufacturer Budget Notes
Delete 2 10 None Sample Item/Sample Category Any Manufacturer 1 1 None Sample
Item/Sample Category Any Manufacturer |
If
you wish to add a 2NDcategory for this item:
Repeat step
2 by choosing from “Suggested categories for:”
or select a group and category from the drop down menu. Once you have selected a category, click
Add a 2ND
Category for this item. At the bottom of the screen
you will see the word “Multiple” under “Description/Categories”, which
signifies there is more than one category for this item. Repeat this step until you have added all
categories for this item.
To
enter a new item:
Click Start a New Item. The screen
will be cleared and you will be placed back in Step 1. Repeat the 3 line item entry steps until you
have added all items for this RFQ.
To
modify an item:
Click on the “Description” link at the
bottom of the screen for the desired item.
The item will be displayed.
Modify the fields as needed, you may also add additional categories. Click
Save to save the changes – OR - Cancel to clear the screen, cancel the modifications,
and leave the item as it was originally.
Note: if you modify the item description
and it is no longer associated with the categories, you must do one of the
following: Cancel your change and add the new description as a new line
item - OR – Save the change and
immediately modify the categories that are associated with the new item
description.
To
view/remove a category:
Click on the “Category” link at the
bottom of the screen for the desired item.
A window will open displaying the categories. If you wish to remove a category, click on the check mark
and then click OK.
Note: You must always have at least one category. If
you want to change a category, you must add the new one in step 2 and then
return here to remove the unwanted category.
To
delete an item:
All
existing items are displayed at the bottom of the screen. Click in the box at the end of the
line for the item you wish to delete, a check mark will display (to de-select, click
on the check mark). Repeat this for all
items you wish to delete. Click Delete and the item(s) will be deleted
from the RFQ.
Continue
to Vendor Wizard:
When
finished adding all items, click Vendor Wizard to proceed to “Vendor Wizard”. For further details proceed to Vendor Wizard
instructions below.
Screen Tips
q
To
return to the previous screen, click the General tab.
q
You
may move from one screen to another at any time, by clicking on the Main,
General, Items, Vendor Wizard or Price Entry tabs.
Search My
Catalog · Choose from a custom list of all items that you have requested on
previous RFQs.
Once you
have clicked “Pick items from My Catalog” or “Look in My Catalog”, you will
see…
|
Search my Catalog: Search By:
Existing RFQs Display o
RFQ o
Item Name o
Group |
You may
search your catalog for items by Existing RFQ, an Item Name or Group.
To
Search My Catalog By Existing RFQ:
Click on the button for RFQ (this is the default
selection). You will see all your
existing RFQs.
Click on the desired RFQ name and click
Display.
If items are found you will see…
|
Catalog Items for: RFQ
# 10 Sample RFQ To add items, enter a quantity and then select
“Add to RFQ” Add to
RFQ Close Gray items are already on your RFQ. *Quantity: Unit: Item Description:
Budget Amt:
None Sample Item |
Click in the “Quantity” field and enter
the quantity for the item you wish to add to the RFQ.
You may
select the “Unit” by clicking in the drop down menu to the right of the
field.
You may
enter the “Budget Amount” for the item.
Click Add to RFQ to add the item(s) to the current RFQ.
To
Search My Catalog By Item Name:
Click on the button for Item Name. You will see…
|
Search my Catalog: Search By:
Item Names beginning with:
A-F G-M N-S T-Z o
RFQ
·
Item Name o
Group |
Click on the desired alpha range to
search for item names beginning with those letters. If items are found you will
see…
|
Catalog Items for: Range: G-M
Sample
Group To add items, enter a quantity and then select
“Add to RFQ” Add to
RFQ Close Gray items are already on your RFQ. *Quantity: Unit: Item Description:
Budget Amt:
None Sample Item |
Click in the “Quantity” field and enter
the quantity for the item you wish to add to the RFQ.
You may
select the “Unit” by clicking in the drop down menu to the right of the
field.
You may
enter the “Budget Amount” for the item.
Click Add to RFQ to add the item(s) to the current RFQ.
To
Search My Catalog By Group:
Click on the button for Group. . You will see…
|
Search my Catalog Search By:
Group: Building Systems o
RFQ
Concrete - Accessories o
Item Name Concrete
- Forming ·
Group
Concrete – General Products & Materials |
Click on the Group desired. If items are found you will see…
Screen Tips
q You may need to use the scroll bar or arrows to the right of the screen to view the entire list of groups.
|
Catalog Items for: Group
1500 Sample Group To add items, enter a quantity and then select
“Add to RFQ” Add to
RFQ Close Gray items are already on your RFQ. *Quantity: Unit: Item Description:
Budget Amt:
None Sample Item |
Click in the “Quantity” field and
enter the quantity for the item you wish to add to the RFQ.
You may
select the “Unit” by clicking in the drop down menu to the right of the
field.
You may
enter the “Budget Amount” for the item.
Click Add to RFQ to add the item(s) to the current RFQ.
Pick
Manufactuers · When entering item detail, select from a list of manufacturers.
Note: You must have entered the item
description. The Categories retrieved
for manufacturer selection are based upon the item description.
Once you
have clicked on Pick Manufacturers in the Items tab, you will
see…
|
Manufacturers for item: Group 1500
Sample
Group Manufacturers beginning with: OK Selected Manufacturers for Item: A B C D
E F G H I J K L M
N Cancel O P Q R
S T U V W X Y Z My Private List By Category Manufacturers By Categories Check a name to add to Selected Manufacturers
for Item: 08360 Sample Category Name q Sample
Manufacturer Name q Sample
Manufacturer Name |
Screen Tips
q You may need to use the scroll bar or arrows to the right of the screen to view the entire list of manufacturers.
To
Display Manufacturers Beginning With a Particular Letter…
You may
further tailor the list of manufacturers, click on the letter (i.e. A, B, C,
etc.) to display manufacturers beginning with that letter.
To
Display Manufacturers in “My Private List”:
Click My Private List to display
the manufacturers that you have previously added.
You may
also add manufacturers by clicking Add.
For further
directions refer to “Adding
Manufacturers to Private List” directions below.
To
Display Manufacturers By Category:
Click By Category to display the
list of manufacturers related to the item description
To
Select a Manufacturer:
Click in the box to select the desired
manufacturer. The manufacturer name
will be displayed under “Selected Manufacturers for Item:”.
To
deselect a Manufacturer:
Click on the check mark in the box. The manufacturer will be removed from the
list under “Selected Manufacturers for Item:”.
Adding Manufacturers to Private
List:
Click My Private List. You will see…
|
Manufacturers for item: Group 1500
Sample
Group Manufacturers beginning with: OK Selected Manufacturers for Item: A B C D
E F G H I J K L M
N Cancel O P Q R
S T U V W X Y Z My Private List By Category My Private Manufacturers: Add
Adding:
Save Cancel Check a name to add to Selected Manufacturers
for Item: q edit Sample
Manufacturer Name |
Click in the box to the right of Adding: and type the manufacturers name. Click
Save to add the name to your list or click
Cancel if you do not wish to add this name
to your list. When you click save the
name will be displayed in the list below.
To
modify the manufacturer name:
Click edit next to the name you wish to
change. The name will be displayed next
to Editing: Modify the name as
desired. To save the changes, click
Save or, to discard the changes, click
Cancel.
View
Message History
· View message
history for a project.
From Buyers
RFQs or Sellers RFQs, Click Main. You will be placed in the Main RFQ screen
where you will see the current RFQs.
Display
an RFQ…
Highlight
the desired RFQ title.
Click Display.
Click Message
History.
You will see message history selection criteria.
|
|
Message History Selection Criteria
|
°Date Range
|
Click
in the dot to view messages for a certain date range. |
From Date
To Date
|
Enter the “from”
and “to” date range for the message history. |
°All
|
Click
in the dot to view messages for all dates. |
°Sent
|
Click
in the dot to view messages sent. |
°Received
|
Click
in the dot to view messages received. |
You may keep the default values of “All” dates and “Sent” messages
or select the desired criteria.
To view messages, click Get Message History.
If there are messages available they will be displayed…
|
|
Message History for Project
|
Sent Date
|
The date the
message was sent. |
Type
|
The type of
message. |
Subject
|
The subject of the
message. |
Category |
The category that
was messaged. |
Respond By
|
The respond-by
date. |
Pages
|
The number of pages
in the message. |
Status
|
The status of the
message. The |
Screen Tips
q To
view the next group of 10 messages, click Next 10 >>.
q To
view the previous group of 10 messages, click << Prev 10.
To
view the “BB-Bid Message Status Report”…
Click on the 
button for the message you wish to view
status. You will see…
|
To return to “Message History”, click x
in the upper left corner.
To return to Main RFQ screen, click Close.
Undeliverable Fax Messages…
If any fax
messages were undeliverable, they will be listed at the bottom of the
screen. The “STAT” column will show the
following codes:
NOAN = No
Answer
PVOC =
Voice Answer
BUSY = Busy
Signal
ICPT =
Incomplete
Vendor
Wizard · Build your RFQ vendor list.
When you
first select the Vendor Wizard tab you will see…
|
This RFQ requires vendors for the following categories
that are NOT in your ‘My Vendor’ database. 0110 Sample Category 0220
Sample Category Your options are: 1)
Continue to the Vendor Wizard and allow the wizard
to find BlueBook vendors for you. 2)
Go to the BlueBook search and manually pick
vendor(s) to add into your ‘My Vendor’ database. 3)
Go to ‘My Vendors’ and manually add a vendor. |
You have
three options:
1)
Continue
to the Vendor Wizard and allow the wizard to find BlueBook vendors for
you.
2)
Go to
the BlueBook search and manually pick vendor(s) to add into your ‘My
Vendor’ database.
3)
Go to ‘My
Vendors’ and manually add a vendor.
Option One: Continue to the Vendor Wizard to find BlueBook
vendors…
Click Vendor Wizard. You will see…
|
RFQ #, Sample RFQ
Name 1.) Select Vendors for All Categories ^ on the RFQ. ** The Vendor Wizard will find
suppliers for categories listed on your RFQ items. 2.) When finding vendors, which is most important: a)
Select only ‘My Vendors’ from rank 1 to 8. b)
Select the BlueBook vendors that service: - Select a Region- ^
c)
Select (My Vendors and BlueBook Vendors) within 20 miles of this zip code. Show Map 3.) Minimum number of vendors that you want
selected per category: 5* 4.) Maximum number of vendors that you want
selected per category: 10* 5.) Find Vendors: Categories on RFQ: Category Current Vendors Note: Some vendors
may be counted in multiple categories. 0110 Sample Category 0220 Sample Category |
1) Select vendors
from all RFQ categories or a specific category on the RFQ:
The default value is “All Categories”, the vendor wizard will select vendors from “All Categories” on the RFQ.
Screen Tips
q The bottom of the screen lists all of the categories on the RFQ. You may need to use the scroll bar or arrows to the right of the screen to view the list.
If you want the Vendor Wizard to target a specific category, click on the drop down menu to the right of “All Categories”. You will see all of the categories on the RFQ. Click on the category desired.
2) When finding
vendors which is most important, Rank, Regions Serviced or Radius in Miles?:
You have three main choices, you must select one:
o a) rank – If select rank then the Vendor Wizard will look at the rank when selecting vendors.
o b) geographical region serviced – If select geographical region, then the Vendor Wizard will look at the region serviced when selecting vendors.
o c) radius in miles from a zip – If select radius then the Vendor Wizard will look at the radius from the zip but it may go beyond the specified miles to meet the minimum requested vendors.
Click on the button to choose a), b) or c).
If you have selected a):
a) Select only ‘My Vendors’ from rank to rank. The default values are 1 to 8. If you wish to change the ranking range click in the box and modify the number. – OR –
If you have selected b):
b) Select Blue Book vendors that service: If you select this option as being most important then you must select the region. Click on the drop down menu to select the desired region. – OR –
If you have selected c):
c) Select My Vendors and Blue Book Vendors within ? miles of this zip code. If you select vendor proximity as being most important you may change the default values.
The default values select ‘My
Vendors’ and ‘Blue Book Vendors’ which means the vendor wizard will
search your preferred vendor list and the Blue Book to find vendors within the
specified miles. To deselect My Vendors
or the Blue Book, click on the check mark in the box. One or both must be selected.
Within ? Miles – This is the radius (in miles) from your project zip code that vendors will be selected from. The default value is 20 miles. The minimum number of miles is 1 and the maximum is 60.
Zip Code – This is the zip code that you would like the radius in miles search based upon. The default value is the zip code of your active project.
3) Minimum number of
vendors that you want selected per category:
The default value is 5. This is the minimum number of vendors that you would like selected per category. The minimum number entered cannot be greater than 20.
4) Maximum number of
vendors that you want selected per category:
The default value is 10. This is the maximum number of vendors that you would like selected per category. The maximum number entered cannot be greater than 80.
5) Find Vendors:
Once you have answered the questions above and are ready to run the Vendor Wizard, click Find Vendors.
The Vendor
Wizard will display the elapsed time while it is selecting your vendors. This may take a few minutes. While gathering your vendors, you will see
at the bottom of the screen, the Categories, the Current Number of Vendors,
Number of Vendors Added and the Total Number of Vendors added for each
category.
Upon
completion, you will see a list indicating the Vendors Added (since the last
time you ran Vendor Wizard) and the Total Vendors, added for each category on
the RFQ.
When the
data build is complete, you will see…
|
This Vendor Wizard has found vendors for your RFQ! You can now proceed to the ‘Main ‘ tab and send an RFQ
message to ‘All Vendors’ or specific vendors. If you wish, you can skip the RFQ process and send a BUY
message to one or more vendors. To Main OR Return to the Vendor Wizard and add more vendors. To Vendor Wizard Categories
on RFQ: Category Vendors Added Total Vendors 0110 Sample Category 0 10 0220 Sample Category 5 25 |
To return to Main to message Vendors…
Click To Main or click
on the Main tab. Proceed
to directions on how to Send RFQs. –
OR -
To
return to Vendor Wizard to add more vendors…
Click To Vendor Wizard.
Send RFQ · Send your RFQ to specified or all vendors.
To send RFQs you must have created
your RFQ, gathered vendors and must be in Buyers RFQs Main tab.
In the Existing RFQ’s window,
click on the RFQ you wish to send and then click Display.
You will see RFQ important dates,
budget amount and estimated cost at the top of the screen and Review of RFQ items
at the bottom.
To send to all vendors (default):
You should see “All Vendors” in the
drop down menu. If not click in the
drop down menu and select “All Vendors”.
Click the Send RFQ to
button.
You will see…
|
Do you want to send RFQ to ALL ## vendors? If you select OK, you can still cancel at a later
point. OK Cancel |
If you wish to proceed, click
OK.
You will be placed in the Message Wizard for RFQs
This screen displays the number of
vendors that will be messaged by In-Network, Email and Fax. It also details your messaging costs.
|
|
RFQ Wizard Send Message Summary |
|
|
|
|
Checkmark Shows Selected |
Message Delivery Method |
Number of Messages Per
Type |
Cost Per Message Type |
Total Cost |
|
q |
In
Network Recipients: |
10
@ |
$
0.00 |
=
$ 0.00 |
|
q |
Email
Recipients: |
37
@ |
$
0.00 |
=
$ 0.00 |
|
q |
Fax
Recipients: (3 pages TOTAL) |
60
@ |
$ .12 |
=
$ 7.20 |
|
|
Total
Message Cost |
107 |
|
=
$ 7.20 |
|
q
I
would also like to promote this RFQ, to my specified regional categories,
through The Blue Book’s “Bid Scope” to solicit additional quotes from BB-Bid
network vendors that are outside of my preferred list. (click here to find out more about “Bid Scope”) If you would like to see a proof of this message, select the delivery
method and press Proof. Send a Proof to my FAX ° EMAIL ° Proof |
To review a proof of this message, click
on either FAX or EMAIL to select the delivery method, and click Proof. You may send a proof to the other delivery
method by repeating this step.
Check your fax machine and/or your email software to review the proof.
Before sending the message, you may
select or de-select any delivery method by clicking in the box.
“Bid Scope” – This RFQ will be
promoted through “Bid Scope”. You may
deselect this option by clicking in the check mark in the box. For further information click on the link
“more about “Bid Scope”.
To send your message, click Send
Messages.
You will see… “Please
Wait…Sending Messages”.
|
YOUR MESSAGES HAVE JUST BEEN SENT. *******IMPORTANT REMINDER******** BB-Bid network vendors respond to your
messages from their “IN-BOXES”. If you have any questions, please call
the BB-Bid Product Support Staff at 888-303-2243 OK |
Click
OK. You will be placed back in the Main RFQ
screen.
Buyers Price Entry · Enter prices received from a seller’s
faxed RFQ response.
You must be
in the “Buyers RFQs” .
Click Price Entry.
Identify
The Vendor:
Enter the
vendor number and click OK.
– OR –
Select the
vendor from the drop down menu.
You will
see the contact name and phone number displayed next to the vendor name. The
item detail will be displayed at the bottom of the screen. . If
you wish to view the notes attached to the item click on the Notes link next to the description.
If the
vendor is an advertiser in The Blue Book you will see 
next to the phone number. Click
on vendor information (profile). The profile for
that vendor will be displayed. The
profile contains the vendor name, address, contact, phone, fax,
classifications, message delivery method, geographical areas serviced. You will also see RFQ information, RFQ name,
status, amount quoted and last message sent. There may be some additional
information if it was furnished by the vendor. If you wish to view the vendor’s
Blue Book advertising, click on the classification name. To return to price entry, click Close.
Enter
Price:
·
Click
in the price field for the item desired.
Enter
Alternate Production/Manufacturer Prices:
This allows you to suggest an alternate product or manufacturer, which can fulfill the requirements of the buyer.
·
Click
on the Alt link and the end of
the item. The “Alternate
Products/Manufacturers” window will open.
·
Click on the button to select whether
this is going to be the same product, but different manufacturer or a different
product.
·
If it
is a different product enter the product description.
·
Click on the “Pick Manufacturer”
link. Click on the letter to display manufacturers beginning with that
letter.
·
Click in the box to select the
manufacturer and click OK.
·
Enter
the price and click OK.
·
You
will see the alternate product/manufacturer along with the price added to the
RFQ.
Enter
Notes:
The notes field allows you to enter a “Prices good through” date and any other notes pertaining to the RFQ.
·
Click in the notes field and enter a date
and any notes.
Please
Note: If there is
more than one manufacturer for an item, the subtotal is an accumulation for the
FIRST manufacturer only. Alternate
products/manufacturers shown in beige are not included. The buyer will have the opportunity to view
and select alternate product/manufacturers of a lower price. Shipping and tax are estimated and may
change depending upon the items selected by the buyer.
If you need
to clear the fields you entered, click Reset.
To save, click SAVE.
You will see “Saving RFQ Prices”.
When you return the Main RFQ screen you will see the price under
“Latest Price” on your RFQ.
Seller’s RFQs · Where you view and respond to your RFQs.
Click on Seller’s RFQs, and
then click Main (if you are not already there). You will be
placed in the Main RFQ screen where you will see any existing RFQs. (RFQs are created here from your In-Box as
described in the steps below.)
If you have no active RFQs: You will see…“You have no
active RFQ’s”. You must go to your
In-Box to access any RFQs. Refer to
instructions below on how to “Re-Create RFQs from In-Box to Sellers RFQs Main”
If you have active RFQs:
You will see the “Existing RFQs”
window showing RFQ name, RFQ date and the sender of the RFQ.
To Change RFQ Sort Criteria:
To the right of the window you will
see “Sort By”. You may view the
RFQs by “Need Quote By Date”, “From Company” name, this is the company name of
the requestor, or sort by the “RFQ name”.
Click in the button for the desired sort criteria and the RFQs
will be re-displayed.
Click on the RFQ desired and click Display. The following RFQ information is displayed, RFQ name, the company name
of the requestor of the RFQ, Need quote by date, Need Items by date, ship to
address, contact name of the requestor, the phone and fax numbers along with
the number of items on this RFQ.
You may send a message (i.e. Miscellaneous
Memo, RFI) to the buyer.
Once you have displayed the RFQ as
described above you will see next to the company name.
Click (the envelope) next to the company’s name and
follow the screen prompts.
Once you have selected and displayed
the RFQ as describe above you may preview the RFQ as it was send to you.
Click Preview and a window will open containing the RFQ. To close the window, click on the X in the upper
right corner.
Once you have selected and displayed the RFQ as described above you may archive the RFQ. You may want to archive old RFQs. Click Archive. You will see…
|
Are you sure you want to archive this RFQ? You can easily reactivate the RFQ if needed. OK
Cancel |
Click OK to archive the
RFQ.
Sellers Price Entry · Enter prices to respond to the RFQ.
You must
first select an RFQ in the Main screen and click Display.
Click Price Entry and you will be placed in the RFQ
where you may enter prices.
Screen Tips
To move from field to field, press the Tab Key
or use the mouse.
You may need to use the scroll bar or arrows
to the right of the screen to view the entire RFQ.
If you wish to clear the prices you just entered, click
Reset.
If you wish to return to the Main RFQ screen at any
time, click the Main tab..
Enter
Price:
·
Click in the price field for the item
desired and enter the price (There may be more than one manufacturer for each
item if the buyer requested it).
Enter
Alternate Production/Manufacturer Prices:
This allows you to suggest an alternate product or manufacturer, which can fulfill the requirements of the buyer.
·
Click
on the Alt link and the end of the
item. The “Alternate
Products/Manufacturers” window will open.
·
Click on the button to select whether the
alternate is going to be the Same product, but different manufacturer or
a Different Product.
·
If it
is a different product enter the product description.
·
Click on the “Pick Manufacturer”
link. A new window will open. Click on the letter to display
manufacturers beginning with that letter.
·
Click in the box to select the
manufacturer and click OK.
·
Click in the price field and enter the
price and click OK.
·
You
will see the alternate product/manufacturer along with the price added to the
RFQ.
Please
Note: If there is
more than one manufacturer for an item, the subtotal is an accumulation for the
FIRST manufacturer only. Alternate
products/manufacturers shown in beige are not included. The buyer will have the opportunity to view
and select alternate product/manufacturers of a lower price. Shipping and tax are estimated and may
change depending upon the items selected by the buyer.
Enter
Notes:
The notes field allows you to enter a “Prices good through” date and any other notes pertaining to the RFQ.
·
Click in the notes field and enter a date
and any notes.
When price entry is complete:
Click SAVE. You will see…
|
The total
for this RFQ is $$$.$$. When you
save this RFQ a message will be sent
to the Buyer. Do you
want to continue? OK Cancel |
Click OK to send the price quote to the buyer.
Re-Create
RFQs from In-Box to “Sellers RFQs” Main · In-Box New Messages is where you respond to your RFQ messages.
To
move RFQs to your “Sellers RFQs” Main screen:
Click on the In-Box tab. You will be placed in the New Messages screen where you
will see your messages listed in descending order by the date received.
Click on the “Subject” of the RFQ you
wish to respond to. The RFQ will be
displayed at the bottom of the screen. To
view the RFQ, use the scroll bar or arrows to the right of the window.
Click Interested Show Details
You will
see…
|
We will now create a Seller’s RFQ under My RFQs tabs to
allow you to submit prices to the Buyer. Do you
wish to continue? OK Cancel |
Click OK to continue.
By clicking
OK, the sender has
been notified that you are interested in submitting prices and the RFQ has been
re-created under your “My RFQs” tab where you can enter and submit prices for
this RFQ.
You will
see…
|
You just let the message sender know that you are
interested in submitting prices for this RFQ. This has been re-created under your ‘My RFQs’ tab so you can
submit prices for this RFQ. Do you
wish to continue? OK Cancel |
Click OK to continue.
You will be
placed in “My RFQs”, “Sellers RFQs” in the Main RFQ screen. You will see a small window to the
left of the screen listing the existing RFQ titles.
Screen Tips
You may use the scroll bar or arrows to the
right of the RFQ title window to scroll through the titles.
Archived RFQs · View/Reactivate archived RFQs.
Click on the Archived RFQs
tab. If you have archived RFQs, you
will see…
|
1 Archived RFQs Garage
Doors
Display Activate Preview Review
of RFQ: Item Qty Unit
Description/Categories
Manufacturerer
Budget Notes 2 1 None stone/Stone-Cast Stone
Any Manufacturer 1 5 None windows/Windows-Metal
Any Manufacturer |
To
display an Archived RFQ:
If you have
more than one archived RFQ, click on the RFQ name and click Display.
The RFQ
will be displayed.
To
Activate an Archived RFQ:
If you have
more than one archived RFQ, click on the RFQ name you wish to
re-activate.
If you wish
to view the RFQ before activating, click Display to
view RFQ information.
Click Activate to
re-activate the RFQ.
You may now
access this RFQ under the Buyer’s RFQ tab.
To
Preview an Archived RFQ:
If you have
more than one archived RFQ, select the RFQ name and click Preview.
Reports · Create a report based upon specific RFQ
selection criteria.
Click on the Reports tab.
You will
see the report selection criteria…
|
|
Reports
|
Report Type
|
This is the type of
report: §
Buyers RFQ §
My-Catalog §
Seller RFQ Click
in the drop down box to select Buyers RFQ, Buyer My-Catalog or Seller RFQ.
The selection criteria changes depending on the report type. |
|
|
Report
Type – Buyers RFQ
|
RFQ
|
This is the
RFQ that you want the report on.
|
Format
|
This is the format
of the report:
§
By Vendor – The
report will be in vendor name sequence.
§
By Item – The report
will be in item description sequence.
§
By Manufacturer –
The report will be in manufacturer name sequence.
Click on the format desired. |
|
|
Report Type – Buyer
My-Catalog |
My Catalog Categories
|
·
You may run the report of all
categories in your catalog – OR- Click on the specific category. |
Sequence
|
The sequence of the
data: §
By Item Description §
By Manufacturer §
Bid-Amount-Descending |
|
|
Report Type – Seller
RFQ |
RFQ
|
This is the
RFQ that you want the report on.
|
Format
|
This is the
format of the report:
§
Need-Quote-By
§
From Company.
Click on the format desired. |
To gather
the data for you selection criteria and display the report, click RUN
REPORT. You will see…
|
Building
report please wait… Close |
Screen Tips
You may click close at any time while data is being gathered
to cancel your request and return to the selection criteria.
The report will be displayed on your screen.
- To print the report use the File,
Print
option on your browser.
Screen Tips
You may use the scroll bar or arrows to the
right of the project title window to scroll through the report.
To close
the report window, click x in the upper right corner.
Contractors Register, Inc.
Jefferson Valley, NY 10535
(888) 303-2243 Fax: (914) 962-8412
www.thebluebook.com