Request For Quote (RFQ)

About Us… Lori McNeely Ultriva Customer Support Specialist 2 Scott Stickles Ultriva Project Manager

General Webinar FAQ If you have a question please use the question box and we will try to go over them at the end We will be recording this webinar and will have it available on the help site for viewing in the future The next webinar will be Thursday, June 18 th at Noon Central We are doing the demos in Ultriva Version 7.7 and higher 3

Ultriva RFQ Agenda What the Request For Quote (RFQ ) module is and how it works We will have some survey questions and will give you the results 4

RFQ General Info and Requirements 5

RFQ Generic Process 6 Design Engineering Spec. Procurement Request for Quote Suppliers Questions/ Clarifications RFQ Responses Short list Purchase Order Iterative Process Procurement

RFQ – General Info Collaborate with suppliers for bids/quotes on new or existing items Collaborate with suppliers in Ultriva similar to LinkedIn or with friends on Facebook Drawing specs can be uploaded RFQs can be published to several suppliers Supplier only sees their bids and what they are bidding on RFQs can be for one part or multiple parts Terms and conditions are configurable 7

RFQ – Advantages 8 – Provides real time visibility of the quote process for all parties – Don’t have to constantly design changes, they can be uploaded in Ultriva Design review changes are captured and visible to all – Easy to compare bids because they are all captured in one place – There is a configuration option, if bid is approved, the order can be released to the supplier in Ultriva.

Customizable Rules & Alerts Several RFQ & browser alerts can be set up: (Admin  Rules) – When an RFQ is created – When a supplier responds to an RFQ – When an RFQ is cancelled – When Supplier does not submit a bid before the due date – When an RFQ date has changed – When the Buyer picks the winning bid – When winning bid is not picked after the closing due date 9

Poll Question 1 10

RFQ Home Screen 11 Role = RFQ Buyer -Buyer can see current status of the RFQs and click through to see the details for the filter

12 RFQ – Creating an RFQ Single Part Role = RFQ Buyer -Quick Entry for creating an RFQ for one part 1. Pick Item 2. Enter quantity and required date 3. Pick Suppliers 4. Enter Due Date 5. Enter Notes 6. Attach documents and edit Terms & Conditions 7. Click to send RFQ

13 RFQ – Creating an RFQ For Multiple Parts Role = RFQ Buyer -Easily create an RFQ for multiple parts

RFQ Supplier View 14 Role = Supplier RFQ Admin The supplier actions go in order

DEMO 15

RFQ Documentation 16

Poll Question 2 17

For Additional Information 18 Ultriva Inc S. De Anza Blvd., # 165 Cupertino, CA (408) Lori McNeely Customer Support Specialist (408) Helpdesk Ticket