1. Navigate to Purchase > New to create a Request for Quotation

2. Fill in the Vendor, Purchase Team, and Vendor Reference (if needed)

3. Click on Save

4. Go back to RFQ list and select the created RFQ

5. Click on Action > Export

6. Select External ID, Vendor, Display Name, Order Lines/Products, Order Lines/Quantity

7. Click on Export

8. An Excel sheet will be downloaded. Fill it in with relevant information like shown below. Save your changes afterwards.

9. Click on Favorites > Import Records > Upload File > select the updated downloaded Excel sheet

10. Click on Test

11. If Everything Seems Valid, click on Import

12. Check the RFQ to see the changes and click on Confirm once ready for purchase team's approval

You can also watch this video for reference: https://screenpal.com/watch/c0h3QcVAaLB