1. Understanding Suggested Actions
Duplicate Items
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Axya flags parts that may be duplicated.
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This helps prevent sending the same part twice.
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Note: Differences in material or specifications may justify the presence of what appears to be a duplicate.
Price History
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Hovering over a part displays:
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The last awarded price
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The date it was awarded
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This helps assess sourcing context before creating your RFQ.
2. Selecting and Filtering Parts
Selecting Parts
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Select individual parts or select all at once.
Filtering Options
Examples:
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Part number (e.g., contains the number 3)
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Quantity (e.g., ≤ 8)
Removing Filters
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Click the small “X” next to any active filter.
3. Building the RFQ
3.1 RFQ Owner
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You are assigned by default.
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Select a colleague if needed.
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Use the Share button to invite additional team members.
3.2 Supplier Selection
Choose suppliers by:
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Using a private supplier group, or
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Adding suppliers manually.
You can also:
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View supplier contacts
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Add or edit contacts using the pencil icon.
4. Key RFQ Configuration Settings
RFQ Title
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Use a descriptive title for future reference.
Closing Date
Options include:
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Entering a number of business days, or
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Selecting a calendar date.
Automated Follow-Up
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Sends automatic reminders to suppliers.
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Example: a reminder 3 days after RFQ creation.
Description
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Optional, useful for providing context or requirements.
Additional Options
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Tags
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Payment terms
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NDA / Confidentiality agreements
5. Using RFQ Templates
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Save your RFQ as a template if you frequently use similar settings and suppliers.
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This speeds up the creation of recurring RFQs.
6. Sending and Tracking the RFQ
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Review all details, then click Send.
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After sending:
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Parts appear in the Parts tab.
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They also appear in the Requests tab for follow-up.
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Need Help?
If you have any additional questions, please contact us at customerservice@axya.co.