How to Create an RFQ Using Existing Parts in Axya

Step 1 – Access the RFQ Creation Page

1. From the top menu bar, select the Requests tab.

2. Click the blue “Create Request” button.

3. In the creation window, choose the Request Type — select Normal RFQ.

Step 2 – Assign the RFQ Owner

• The RFQ will automatically assign you as the Owner.

• If needed, change the owner to another user by selecting a different name from the dropdown list.

Step 3 – Select Suppliers to Invite

You can invite suppliers in one of three ways:

1. From your Approved Supplier List – check the box beside the suppliers you want to include.

2. By searching supplier names – use the search bar for specific suppliers.

3. By selecting a Supplier Group – this automatically adds all suppliers within that group.

Step 4 – Add RFQ Details

• Enter an RFQ Name.

• Set a Due Date using the calendar picker.

• Optionally, add a Description or Comments in the designated sections.

• Fill in any additional details if needed.

Step 5 – Add Parts and Files

1. Go to the Parts and Files tab.

2. Choose a suitable Template for your RFQ.

3. Under Existing Parts, click to view available parts.

4. Select one or more parts from the list. You can also search by part name.

The selected parts will automatically populate the RFQ.

Optional Actions:

• Add extra parts manually by clicking Add Row.

• Upload parts via Excel import template to combine existing and new parts in one RFQ.

Once parts are selected, close the Parts and Files tab. The selected items will appear in the Request Summary.

Step 6 – Send the RFQ

After reviewing all information:

1. Confirm that all fields are correct.

2. Click Send to distribute the RFQ to the selected suppliers.

Your RFQ using existing parts is now created and sent successfully.

Need Help?
If you have questions or experience issues, please contact customerservice@axya.ca.