Buyer users
General
- Managing and Editing Suppliers in Axya
- Axya Analytics Tab Overview
- Inviting Colleagues to Your Axya Account
- How to Set Up the Outlook Email Integration for Axya
- Guide to the Parts Tab in Axya
- How to Invite a Colleague to an RFQ or PO in Axya
- Manage teams on Axya
- How to Manage User Roles in Axya
- First login account setup: roles, teams and fonctions, phone number, profile settings
RFQ Module
- How to Modify and Revise an RFQ in Axya
- How to Create an RFQ Using Existing Parts in Axya
- Creating a RFQ from the Purchase Requests Tab in Axya
- How to Update a Quote Status on Behalf of a Supplier (Buyer Account)
- Different user roles and accesses on the RFQ module
- Closing a Request for Quotation (RFQ) in Axya (award or cancel)
- Viewing Your Company’s RFQs with Viewer Access
- How to Create and Submit a Purchase Request in Axya
- RFQ Daily Summary Feature
- Managing Currency Exchange Rates in the Company Settings
- Automatic Supplier Recommendations for Your RFQs
- Simple RFQs – Creating and Managing Streamlined Requests
- RFQ Detail Page – Key Functions and Features
- Exporting RFQ Data After Selecting an Awarded Supplier to support your ERP purchase requisition
- Creating a Standard RFQ in Axya
- Excel Comparison (Beta feature)
- NDA on RFQs