Sourcing

A sourcing case (dopyt) is one buy-sell business case held together in one place: what is wanted, for which customer, which suppliers were asked, what they answered, who won, and the two documents the decision turns into — the customer quotation and the supplier purchase order. Everything on the case carries the activity trail: who did what, when.

The case

Open a case with a name, an optional customer (leave it empty for a direct internal purchase), a description of what is wanted, items (catalogue products or free text with quantities) and attachments — the drawings and PDF specifications the suppliers will receive.

A case opened for a CRM opportunity links to it; the opportunity shows its cases.

Suppliers and the RFQ mail

The supplier picker offers the partners with vendor prices for the case's products first (marked ★), and any other partner of your firm. Picking a supplier pins the exact e-mail address the RFQ will go to — it is shown on the case before anything is sent, and changing it is a deliberate, trailed act. A supplier without an address is flagged no address and is never mailed silently.

Send the RFQ dispatches one individual mail per supplier — each addressed to exactly that supplier, never a shared To or Cc — with your text and the case attachments, through your firm's own mail identity. Every attempt lands in the mail log; each supplier's row shows sent, failed (with the reason, retryable alone) or no address. A supplier added later can be sent the same RFQ without re-mailing the others.

Offers and evaluation

Replies arrive in your inbox; record each offer on the case — the supplier, price, lead time, a note and the offer document. When enough offers are in, Close for offers stops the collection; a closed case refuses new offers unless a manager reopens it. Evaluate marks one winner with the reason; the others stay recorded, and the trail keeps every earlier evaluation if the case is ever reopened.

The two documents

  • Customer quotation — on a case with a customer, created from the case items after evaluation. Price it, send it, and when the customer confirms, the case moves to customer ordered.
  • Supplier purchase order — created to the winner. The four-eyes approval rules apply exactly as everywhere else. The guard: on a customer case the purchase order refuses to confirm until the customer's order exists — the firm commits to its supplier only after its customer commits to the firm. A manager may override this deliberately; the override is trailed.

A case whose purchase order confirms is ordered — the loop is closed.

Permissions

The base sourcing permission reads and works cases; sending RFQs, evaluation, reopening, the guard override and deleting drafts need the managing permission. Only a draft where nothing was sent can be deleted — anything later is cancelled, never erased.

Tags
administrationcommercepurchasingrfq