Incoming RFQ in Business Central

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Posted on by essot

How do u handle incoming RFQ in business central? So company A gets several RFQs from different companies. Companies ask company A make a offer for certain product. So company A is NOT making RFQ.

Any ideas?

essot

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Dynamics 365 Business Central

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Ben Baxter 5,293 Super User 2025 Season 1 on at

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RE: Incoming RFQ in Business Central

The simplest way would be to just create a Sales Quote. One per prospect sending an RFQ.

If you want to track Tasks and Interactions and a future cash value, then you can run it through Opportunities.
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JAngle 63 on at

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RE: Incoming RFQ in Business Central

Use an opportunity. You can create a quote from it. Opportunity can have tasks, notes and attachments.