& Construction
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Integrated BIM tools, including Revit, AutoCAD, and Civil 3D
& Manufacturing
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Professional CAD/CAM tools built on Inventor and AutoCAD
In this lesson, we’ll walk you through how to work with suppliers in the BOM section of your project.
Specifically, we will look at how to add suppliers to a BOM item and the information contained within the supplier tab.
In this video, we will take a closer look at associating suppliers with BOM items and explore the information in the suppliers tab.
Transcript
00:09
In this video, we'll be discussing the following: the information displayed in the Supplier tab,
00:15
how to add a supplier with an email address, how to add a supplier without an email address, and how to add a preferred supplier to a BOM item.
00:27
So, let's take a look.
00:33
As suppliers are added to your Upchain tenant, they will be able to provide additional information about themselves and the products they supply.
00:41
All of this information is stored in the Supplier tab for the item within the BOM structure.
00:47
To see what this looks like, let's take a closer look at our fishing rod project that we just released.
00:53
We have started working with suppliers, and some of them have provided information already.
00:60
For example, if we go into our fishing reel assembly,
01:03
we can see that one of our suppliers has already updated their information for our crankshaft cover.
01:11
We can see by selecting the item,
01:12
and then clicking on the "Suppliers" tab that our Olson Group supplier has provided additional information related to this item.
01:22
We can see here that they have provided the part number that they use, along with the cost and the currency.
01:31
If we scroll further down in the Supplier tab, there is a Documents section.
01:37
We can see in this particular Documents section that our supplier has added in a document,
01:43
indicating that there is a list of substitute parts and costs associated with this particular item.
01:51
This information is important for us to have,
01:53
should we need to change the part or the supplier has a shortage on the original item that we have requested.
02:02
So now that we've seen the information in the Supplier tab, how do we go ahead and add in a new supplier?
02:11
Well, to add in a new supplier, we first need to select an item that doesn't have a supplier associated with it.
02:19
For example, I'm going to scroll over here and click on our crankshaft spacer tension spring.
02:27
Once I've selected the item, I can click on the supplier tab.
02:31
From there, I can click on the plus sign.
02:34
And in the drop down, I can select my supplier.
02:38
It should be noted that this is a list of active suppliers that have been added by your tenant administrator.
02:48
Once I've selected the supplier from the list, I can go ahead and click on add supplier.
02:57
This will then add the supplier to the item.
03:01
If we click on the edit icon for the supplier,
03:11
we can see the amount of information we are allowed to input.
03:16
In this case, the only information we can input is quantity.
03:20
This means this particular supplier has provided their email address.
03:25
This means that they will be supplying us with the information and that the way we do that is through an RFQ or request for quote.
03:39
So, we've added one supplier.
03:42
We can, of course, have multiple suppliers on an item.
03:45
Again, I'm going to click on the plus sign, and this time I'm going to select a different supplier from our group.
03:51
Go ahead and click on "add supplier".
03:54
And then if I click on the edit details for this supplier, I can see I have more than just the quantity field available for input.
04:02
This means that this supplier has not provided their email address as of yet,
04:07
which means that the information we require will need to be gathered in a different method,
04:13
whether through an email with the supplier or a conversation over the phone.
04:21
Once we have that information, we can then of course input it ourselves into the item.
04:28
So now that we have multiple suppliers listed on an item, we can, of course, select a preferred supplier.
04:38
This lets other project team members know that for this particular item, this is the supplier that they should contact first.
04:47
To set a preferred supplier, I would need to select the supplier.
04:52
Again, click on the edit icon and then check the "is preferred" check box.
05:00
I can go ahead and save my changes.
05:03
And if I scroll through my BOM view, we can now see under the supplier column that this particular supplier is listed.
05:15
This indicates that they are the preferred supplier.
05:19
So we have seen how to add suppliers to an item,
05:22
the kind of information we can add depending on the supplier having an email, and how to make them a preferred supplier.
00:09
In this video, we'll be discussing the following: the information displayed in the Supplier tab,
00:15
how to add a supplier with an email address, how to add a supplier without an email address, and how to add a preferred supplier to a BOM item.
00:27
So, let's take a look.
00:33
As suppliers are added to your Upchain tenant, they will be able to provide additional information about themselves and the products they supply.
00:41
All of this information is stored in the Supplier tab for the item within the BOM structure.
00:47
To see what this looks like, let's take a closer look at our fishing rod project that we just released.
00:53
We have started working with suppliers, and some of them have provided information already.
00:60
For example, if we go into our fishing reel assembly,
01:03
we can see that one of our suppliers has already updated their information for our crankshaft cover.
01:11
We can see by selecting the item,
01:12
and then clicking on the "Suppliers" tab that our Olson Group supplier has provided additional information related to this item.
01:22
We can see here that they have provided the part number that they use, along with the cost and the currency.
01:31
If we scroll further down in the Supplier tab, there is a Documents section.
01:37
We can see in this particular Documents section that our supplier has added in a document,
01:43
indicating that there is a list of substitute parts and costs associated with this particular item.
01:51
This information is important for us to have,
01:53
should we need to change the part or the supplier has a shortage on the original item that we have requested.
02:02
So now that we've seen the information in the Supplier tab, how do we go ahead and add in a new supplier?
02:11
Well, to add in a new supplier, we first need to select an item that doesn't have a supplier associated with it.
02:19
For example, I'm going to scroll over here and click on our crankshaft spacer tension spring.
02:27
Once I've selected the item, I can click on the supplier tab.
02:31
From there, I can click on the plus sign.
02:34
And in the drop down, I can select my supplier.
02:38
It should be noted that this is a list of active suppliers that have been added by your tenant administrator.
02:48
Once I've selected the supplier from the list, I can go ahead and click on add supplier.
02:57
This will then add the supplier to the item.
03:01
If we click on the edit icon for the supplier,
03:11
we can see the amount of information we are allowed to input.
03:16
In this case, the only information we can input is quantity.
03:20
This means this particular supplier has provided their email address.
03:25
This means that they will be supplying us with the information and that the way we do that is through an RFQ or request for quote.
03:39
So, we've added one supplier.
03:42
We can, of course, have multiple suppliers on an item.
03:45
Again, I'm going to click on the plus sign, and this time I'm going to select a different supplier from our group.
03:51
Go ahead and click on "add supplier".
03:54
And then if I click on the edit details for this supplier, I can see I have more than just the quantity field available for input.
04:02
This means that this supplier has not provided their email address as of yet,
04:07
which means that the information we require will need to be gathered in a different method,
04:13
whether through an email with the supplier or a conversation over the phone.
04:21
Once we have that information, we can then of course input it ourselves into the item.
04:28
So now that we have multiple suppliers listed on an item, we can, of course, select a preferred supplier.
04:38
This lets other project team members know that for this particular item, this is the supplier that they should contact first.
04:47
To set a preferred supplier, I would need to select the supplier.
04:52
Again, click on the edit icon and then check the "is preferred" check box.
05:00
I can go ahead and save my changes.
05:03
And if I scroll through my BOM view, we can now see under the supplier column that this particular supplier is listed.
05:15
This indicates that they are the preferred supplier.
05:19
So we have seen how to add suppliers to an item,
05:22
the kind of information we can add depending on the supplier having an email, and how to make them a preferred supplier.
In this video we will take a closer look at creating an RFQ to gather information from a supplier and how to complete the process.
Transcript
00:09
In this video, we will discuss the following: how to create a request for quote for a supplier,
00:14
and how to complete a request for quote from a supplier.
00:18
Let's take a look.
00:26
We have been working with our project team on a new fishing rod design for the company.
00:31
The item has been released and we need to gather information from suppliers about certain items.
00:36
When we click on the fishing reel assembly, we can see specifically for our spool drive spindle that we have a list of three suppliers added.
00:51
The second one on the list, the Olsen Group, is our preferred supplier for this item.
00:58
When we click on them, we can see they have not yet submitted their information for this item.
01:04
We can gather the information by creating a request for quote.
01:09
This lets the supplier know that we are seeking additional information about this item.
01:15
To create a request for quote, we need to first create an investigation request.
01:21
The request for quote or RFQ is one of the options under the investigation request category.
01:29
This means to create an RFQ, it is the same process as creating an IR in Upchain.
01:36
There are multiple ways to create one.
01:39
For our example, we are first going to view the model in our 3D viewer to quickly review the item to ensure it is up to date.
01:52
Once we have done a quick review, we can see that there is an option to create an IR in the top right hand corner of the 3D viewer.
02:03
When we click on it, the pop up for the IR opens.
02:09
There are a few fields that will need to be filled out to ensure our supplier understands what we are looking for,
02:14
and has all the information they need.
02:18
The first thing we need to do is fill in the name of the RFQ.
02:23
This should be something descriptive to indicate what the RFQ is for.
02:28
In this example, we're indicating it's a request for additional part information.
02:35
From there, we need to add in a description where we can put in questions we need answers to,
02:41
or clarify with further details what this particular RFQ is for.
02:47
Again, in this case, we are looking for information about the item, but we are also attaching a document for our supplier to fill out.
02:60
The next thing we need to do is to select the type.
03:06
In the type drop down, we're going to select the supplier RFQ.
03:11
This needs to be selected first so that we get a list of suppliers to select from in the assignee drop down.
03:20
When you click on the assignee drop down and you see no suppliers listed, always double check your type.
03:28
In the assignee drop down, we want to select the Olsen group since that's the supplier we have yet to hear information from.
03:40
Once we've selected the assignee, we're going to select the workflow.
03:48
We are using the "out of the box workflow" for this process, so we need to select the supplier workflow.
03:56
The last thing we are going to do is add in a document for our supplier.
04:02
You have the ability to add in supplementary documentation to an RFQ to help your supplier.
04:09
While the supplier has inputted some of their information already,
04:12
we would like to gather additional information about them since this is the first time we have worked with them.
04:20
We are going to add a supplier information document for our supplier to fill out and send back as part of the RFQ.
04:29
Now that we have all of our information in for our RFQ, we can go ahead and click on create and send all of this information off to our supplier.
04:42
The supplier will receive an email from our Upchain tenant at the email address they provided.
04:49
From there, they will be able to open the email and complete the RFQ.
04:54
On our side, we can monitor the progress of this RFQ under the business process section of our project.
05:02
In there, we need to then click on investigation requests to see the RFQ.
05:09
As we see here, we can see the RFQ is listed and we can track the status so that we can see when the supplier has sent back their information.
05:20
Let's take a closer look at an RFQ we have previously sent to a supplier.
05:28
We have received an email notification letting us know the supplier has returned the RFQ.
05:36
The first place we will see the information provided by the supplier is in the supplier tab for the item in our BOM structure.
05:48
Again, if we go into our fishing reel assembly, and this time this RFQ is for our crankshaft cover.
05:56
When we select the supplier tab, we can see that the Olsen group has again provided information about this part or item.
06:07
We can see that the information has been filled out, and if we scroll down, we can also see that they have attached a document for us to review.
06:24
Once we are satisfied that the information provided fits with our expectations, we can then go over to the Business Process section for the project.
06:33
Again, we need to click on the "Investigation Request" section to find our RFQ.
06:40
The status of the RFQ still reads "In Progress".
06:44
When we select it, we can see in the fly out that there is now an option for "Review Package".
06:50
We can then click on the Documents section for the RFQ,
06:55
and see the information provided by our supplier in the supplier information document we sent them.
07:03
Once we are satisfied that this information is complete,
07:06
we can go ahead and click on the "Review Package" button to move the RFQ along in the workflow process.
07:31
From here, we can do one last review of the information provided.
07:36
And if everything looks good, we can go ahead and click on "Quote Approved".
07:41
Should we need more information, we can always click on "Need Details" to make another request to our supplier.
07:48
Once the RFQ is approved, the workflow is completed.
07:53
So we have seen how to create an RFQ and send it to our suppliers and how to complete an RFQ once we have received that information.
00:09
In this video, we will discuss the following: how to create a request for quote for a supplier,
00:14
and how to complete a request for quote from a supplier.
00:18
Let's take a look.
00:26
We have been working with our project team on a new fishing rod design for the company.
00:31
The item has been released and we need to gather information from suppliers about certain items.
00:36
When we click on the fishing reel assembly, we can see specifically for our spool drive spindle that we have a list of three suppliers added.
00:51
The second one on the list, the Olsen Group, is our preferred supplier for this item.
00:58
When we click on them, we can see they have not yet submitted their information for this item.
01:04
We can gather the information by creating a request for quote.
01:09
This lets the supplier know that we are seeking additional information about this item.
01:15
To create a request for quote, we need to first create an investigation request.
01:21
The request for quote or RFQ is one of the options under the investigation request category.
01:29
This means to create an RFQ, it is the same process as creating an IR in Upchain.
01:36
There are multiple ways to create one.
01:39
For our example, we are first going to view the model in our 3D viewer to quickly review the item to ensure it is up to date.
01:52
Once we have done a quick review, we can see that there is an option to create an IR in the top right hand corner of the 3D viewer.
02:03
When we click on it, the pop up for the IR opens.
02:09
There are a few fields that will need to be filled out to ensure our supplier understands what we are looking for,
02:14
and has all the information they need.
02:18
The first thing we need to do is fill in the name of the RFQ.
02:23
This should be something descriptive to indicate what the RFQ is for.
02:28
In this example, we're indicating it's a request for additional part information.
02:35
From there, we need to add in a description where we can put in questions we need answers to,
02:41
or clarify with further details what this particular RFQ is for.
02:47
Again, in this case, we are looking for information about the item, but we are also attaching a document for our supplier to fill out.
02:60
The next thing we need to do is to select the type.
03:06
In the type drop down, we're going to select the supplier RFQ.
03:11
This needs to be selected first so that we get a list of suppliers to select from in the assignee drop down.
03:20
When you click on the assignee drop down and you see no suppliers listed, always double check your type.
03:28
In the assignee drop down, we want to select the Olsen group since that's the supplier we have yet to hear information from.
03:40
Once we've selected the assignee, we're going to select the workflow.
03:48
We are using the "out of the box workflow" for this process, so we need to select the supplier workflow.
03:56
The last thing we are going to do is add in a document for our supplier.
04:02
You have the ability to add in supplementary documentation to an RFQ to help your supplier.
04:09
While the supplier has inputted some of their information already,
04:12
we would like to gather additional information about them since this is the first time we have worked with them.
04:20
We are going to add a supplier information document for our supplier to fill out and send back as part of the RFQ.
04:29
Now that we have all of our information in for our RFQ, we can go ahead and click on create and send all of this information off to our supplier.
04:42
The supplier will receive an email from our Upchain tenant at the email address they provided.
04:49
From there, they will be able to open the email and complete the RFQ.
04:54
On our side, we can monitor the progress of this RFQ under the business process section of our project.
05:02
In there, we need to then click on investigation requests to see the RFQ.
05:09
As we see here, we can see the RFQ is listed and we can track the status so that we can see when the supplier has sent back their information.
05:20
Let's take a closer look at an RFQ we have previously sent to a supplier.
05:28
We have received an email notification letting us know the supplier has returned the RFQ.
05:36
The first place we will see the information provided by the supplier is in the supplier tab for the item in our BOM structure.
05:48
Again, if we go into our fishing reel assembly, and this time this RFQ is for our crankshaft cover.
05:56
When we select the supplier tab, we can see that the Olsen group has again provided information about this part or item.
06:07
We can see that the information has been filled out, and if we scroll down, we can also see that they have attached a document for us to review.
06:24
Once we are satisfied that the information provided fits with our expectations, we can then go over to the Business Process section for the project.
06:33
Again, we need to click on the "Investigation Request" section to find our RFQ.
06:40
The status of the RFQ still reads "In Progress".
06:44
When we select it, we can see in the fly out that there is now an option for "Review Package".
06:50
We can then click on the Documents section for the RFQ,
06:55
and see the information provided by our supplier in the supplier information document we sent them.
07:03
Once we are satisfied that this information is complete,
07:06
we can go ahead and click on the "Review Package" button to move the RFQ along in the workflow process.
07:31
From here, we can do one last review of the information provided.
07:36
And if everything looks good, we can go ahead and click on "Quote Approved".
07:41
Should we need more information, we can always click on "Need Details" to make another request to our supplier.
07:48
Once the RFQ is approved, the workflow is completed.
07:53
So we have seen how to create an RFQ and send it to our suppliers and how to complete an RFQ once we have received that information.
In this video we will take a look at the RFQ process from the supplier's point of view. From the supplier's perspective, we will receive, access and resolve an RFQ to complete the process.
Transcript
00:09
In this video, we'll talk about the supplier process for accessing Upchain.
00:13
We'll also discuss how to access an RFQ and how to complete an RFQ as a supplier.
00:19
So let's take a look.
00:26
As a supplier, there will be key interactions that you will have with your customer's Upchain tenant.
00:31
The first will be when you activate your account.
00:34
This will allow you access to the supplier's portal where you can view requests from your customer about items that you will supply them with.
00:43
The second type of interaction is with the RFQs.
00:47
These are requests for quotes that your customers will create,
00:50
where you can provide them with additional information related to the items they are inquiring about.
00:57
Once they've created a request for quote, you as a supplier will receive an email notification telling you there is something for you to work on.
01:06
In there, you'll find information related to the request along with the ability to complete and add documents.
01:14
You'll also update information about the item in question.
01:18
Once you've completed that work, you will then move the workflow along to your customer, letting them know that the information is available.
01:30
To better understand this process, let's take a closer look at an example.
01:37
We have received an RFQ from one of our customers about an item we supply them for their fishing rod products.
01:45
If we navigate to our email, we can see there is an email from our customer CTC training about the fishing rod item in question.
01:59
When we open the email, there are some details around the item, including the item name, the item number, and the revision.
02:12
There are also some notes provided by the customer along with an image of the item in question.
02:24
Also included in the email are some attachments.
02:28
If we scroll down, we can see that one of them is a screenshot of the item,
02:33
and the second is an additional document our customer would like us to fill out and return.
02:38
At this point, I do have the option to download both of these documents directly from the email,
02:43
or I can download them from within the supplier portal.
02:49
To see further details about the RFQ and find out the information that we need to provide, we can click on "open" to access our account.
03:01
Once we are logged in, we are taken directly to the RFQ.
03:06
Here we can see the item in question in the 3D viewer.
03:10
This allows us to view the item from all angles to ensure this is an item we supply to our customers,
03:15
and see if there have been any modifications made.
03:19
Up top, we have a download button.
03:23
This is where we can download the PNG STL step, native CAD, and drawing files for the item in question.
03:35
We can see here a list of the files.
03:37
Should our customer have sent us an RFQ for an assembly, we would see multiple files listed for each of the items.
03:48
In this case, we're just dealing with one specific item.
03:53
On the right hand side, we can see the details panel for the item in question.
03:58
This panel has three sections: supplier, documents, and business processes.
04:04
The supplier section contains details about the item and is where we will update the item with our information.
04:12
This can include the part number, cost, currency, substitute part, and the status of the item on our end.
04:20
For example, is this an item we currently carry?
04:23
Or has it been retired?
04:26
So let's go ahead and click "edit" so we can enter in the information for this item for our customer.
04:36
We can also add in a note indicating that we are including a document that outlines the cost per item in a bulk purchase scenario.
04:49
Right now, we're going to enter in the supplier part number, the cost, the currency, and then add in our note.
04:58
Once we are done, we can save the changes.
05:03
One of the benefits of Upchain is that when I save my changes here, my customer can see those changes in real time in Upchain.
05:16
Along with the details of the item, we can also add in any documents that we wish to send to our customer.
05:22
This could be information, an information sheet with details about the item or memo about a cost increase.
05:30
For our example, we are going to add in a document outlining the cost per item for the item,
05:36
and show the discount available to our customer based on a bulk purchase situation.
05:49
We need to select the document and then add it in.
05:52
We can see when it's added that it is listed as Version 1.
05:58
The last section is the Business Processes section.
06:01
This is where we can access additional information about the RFQ item.
06:06
The RFQ items will be under the Investigation Request section.
06:11
When we expand the IR section, we can see a link to the RFQ details.
06:16
We can also see the status of the RFQ, which is "Work in Progress".
06:22
When we click on the link, we can see a pop up where we can see the details entered by the customer.
06:30
The first section in the pop up displays the details of the RFQ entered by the customer.
06:35
This is similar information to what we saw in the email.
06:40
We can see here they're requesting that we fill out the attached document and provide information related to the item.
06:47
The second section is where we can see the documents the customer has sent us to review and update.
06:53
We can see here that our customer has attached a document to gather more information about us as a supplier.
06:59
To access the document, we need to click on the ellipsis in the right-hand corner of the file listing.
07:05
From there, we can either download the file to view it or check it out and make changes and create a new version.
07:12
Since we need to make updates to this document, we will select the "Checkout" option.
07:17
From there, we will download the file, open it, and then enter in the needed information.
07:23
Once we've updated the document, we can save it and then check it back in.
07:32
We need to ensure we select the updated version of the document.
07:37
Once it's checked back in, we can see that the version number has increased by one.
07:43
The last section of the pop up is where any additional notes the customer may have provided about the item are listed.
07:51
In this case, our customer has not provided any additional details.
07:56
Once we have updated the RFQ, we can click on the details in the pop up.
08:02
From there, we have the option to either complete the quote or reject the quote.
08:07
This will complete our steps as a supplier in the workflow for the RFQ.
08:12
Since everything looks good, we're going to click on "Quote Complete".
08:17
This will move the RFQ to the next step in the workflow.
08:21
The customer will receive an email notification letting them know the RFQ has been updated, and this completes our step as a supplier.
00:09
In this video, we'll talk about the supplier process for accessing Upchain.
00:13
We'll also discuss how to access an RFQ and how to complete an RFQ as a supplier.
00:19
So let's take a look.
00:26
As a supplier, there will be key interactions that you will have with your customer's Upchain tenant.
00:31
The first will be when you activate your account.
00:34
This will allow you access to the supplier's portal where you can view requests from your customer about items that you will supply them with.
00:43
The second type of interaction is with the RFQs.
00:47
These are requests for quotes that your customers will create,
00:50
where you can provide them with additional information related to the items they are inquiring about.
00:57
Once they've created a request for quote, you as a supplier will receive an email notification telling you there is something for you to work on.
01:06
In there, you'll find information related to the request along with the ability to complete and add documents.
01:14
You'll also update information about the item in question.
01:18
Once you've completed that work, you will then move the workflow along to your customer, letting them know that the information is available.
01:30
To better understand this process, let's take a closer look at an example.
01:37
We have received an RFQ from one of our customers about an item we supply them for their fishing rod products.
01:45
If we navigate to our email, we can see there is an email from our customer CTC training about the fishing rod item in question.
01:59
When we open the email, there are some details around the item, including the item name, the item number, and the revision.
02:12
There are also some notes provided by the customer along with an image of the item in question.
02:24
Also included in the email are some attachments.
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If we scroll down, we can see that one of them is a screenshot of the item,
02:33
and the second is an additional document our customer would like us to fill out and return.
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At this point, I do have the option to download both of these documents directly from the email,
02:43
or I can download them from within the supplier portal.
02:49
To see further details about the RFQ and find out the information that we need to provide, we can click on "open" to access our account.
03:01
Once we are logged in, we are taken directly to the RFQ.
03:06
Here we can see the item in question in the 3D viewer.
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This allows us to view the item from all angles to ensure this is an item we supply to our customers,
03:15
and see if there have been any modifications made.
03:19
Up top, we have a download button.
03:23
This is where we can download the PNG STL step, native CAD, and drawing files for the item in question.
03:35
We can see here a list of the files.
03:37
Should our customer have sent us an RFQ for an assembly, we would see multiple files listed for each of the items.
03:48
In this case, we're just dealing with one specific item.
03:53
On the right hand side, we can see the details panel for the item in question.
03:58
This panel has three sections: supplier, documents, and business processes.
04:04
The supplier section contains details about the item and is where we will update the item with our information.
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This can include the part number, cost, currency, substitute part, and the status of the item on our end.
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For example, is this an item we currently carry?
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Or has it been retired?
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So let's go ahead and click "edit" so we can enter in the information for this item for our customer.
04:36
We can also add in a note indicating that we are including a document that outlines the cost per item in a bulk purchase scenario.
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Right now, we're going to enter in the supplier part number, the cost, the currency, and then add in our note.
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Once we are done, we can save the changes.
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One of the benefits of Upchain is that when I save my changes here, my customer can see those changes in real time in Upchain.
05:16
Along with the details of the item, we can also add in any documents that we wish to send to our customer.
05:22
This could be information, an information sheet with details about the item or memo about a cost increase.
05:30
For our example, we are going to add in a document outlining the cost per item for the item,
05:36
and show the discount available to our customer based on a bulk purchase situation.
05:49
We need to select the document and then add it in.
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We can see when it's added that it is listed as Version 1.
05:58
The last section is the Business Processes section.
06:01
This is where we can access additional information about the RFQ item.
06:06
The RFQ items will be under the Investigation Request section.
06:11
When we expand the IR section, we can see a link to the RFQ details.
06:16
We can also see the status of the RFQ, which is "Work in Progress".
06:22
When we click on the link, we can see a pop up where we can see the details entered by the customer.
06:30
The first section in the pop up displays the details of the RFQ entered by the customer.
06:35
This is similar information to what we saw in the email.
06:40
We can see here they're requesting that we fill out the attached document and provide information related to the item.
06:47
The second section is where we can see the documents the customer has sent us to review and update.
06:53
We can see here that our customer has attached a document to gather more information about us as a supplier.
06:59
To access the document, we need to click on the ellipsis in the right-hand corner of the file listing.
07:05
From there, we can either download the file to view it or check it out and make changes and create a new version.
07:12
Since we need to make updates to this document, we will select the "Checkout" option.
07:17
From there, we will download the file, open it, and then enter in the needed information.
07:23
Once we've updated the document, we can save it and then check it back in.
07:32
We need to ensure we select the updated version of the document.
07:37
Once it's checked back in, we can see that the version number has increased by one.
07:43
The last section of the pop up is where any additional notes the customer may have provided about the item are listed.
07:51
In this case, our customer has not provided any additional details.
07:56
Once we have updated the RFQ, we can click on the details in the pop up.
08:02
From there, we have the option to either complete the quote or reject the quote.
08:07
This will complete our steps as a supplier in the workflow for the RFQ.
08:12
Since everything looks good, we're going to click on "Quote Complete".
08:17
This will move the RFQ to the next step in the workflow.
08:21
The customer will receive an email notification letting them know the RFQ has been updated, and this completes our step as a supplier.