Create request template

Go to menu "Procurement" > "Procurement".

The request template enables the user to generate requests for quotation at anytime. The request template will serve as a general foundation on which all requests for quotation will be based on.

Direct orders can be created with or without a purchase request from the vessel.

Request templates out of a purchase request

procurement_request_template_1

procurement_request_template_4

The request template can be created either in the filter section or in the case view by

1.Right click on the purchase request and then

2.Click on "Create request template" .

3.A new request template will be created .

procurement_request_template_2

4.Click on the different sections to fill in the necessary information for the order.
Double click on a section to show the section in full screen mode.

5.Add as many suppliers as you want to invite to quote.

•You may check your companies notes about a supplier by selecting it and clicking on "Company note". To create a new company note go to Manage suppliers.

•In the column "Description" you may find a short text written by the supplier.

•The column "% of online offers" shows the percentage of offers that were made online (based on the last 100 offers).

•In the column "Supplier rating" you find the average value of the Supplier evaluation entered by your company. Grades are from 1 to 6, best is 6.

6.Some of the entries in the section "Terms" are mandatory: Incoterm, Currency and Country. You can set default values for Incoterm and Currency in "Administration > My profile > Terms"

Add as many suppliers as you want to invite to quote. See the next chapter "Start a request for quotation" for the next steps.

Request templates without a purchase request from the vessel

	1.Go to "Procurement case" . 2.Click on "Add request template" .
	2.Select a vessel and find your way in the product tree to the relevant product. 3.Click on "Continue" .
	4.Enter the attributes of the new procurement case and click "Finish" .
	5.A new entry within "Request template" will be created . 6.Before you can create or send a request you have to enter the necessary information. Double click on a section to show it in full screen mode . 7.Add as many suppliers as you want to invite to quote. You may check the company notes by selecting a supplier and clicking on "Company note". To create a new Company Note go to Manage Suppliers. 8.Some of the entries in the section "Terms" are mandatory: Incoterm, Currency and Country. You can set default values for Incoterm and Currency in "Administration > My profile > Terms" 9.Click "Save". See the next chapter "Start a request for quotation" for the next steps.