Under Operative Purchasing → Order Processing → Price Queries, simple price queries are available.

Simple price requests allow users to easily request and then order the products and items they need from your suppliers.

Price requests can consist of one or more items and can be sent to one or more suppliers.

The simple price requests basically consist of as few input fields as possible and do not contain any price information. This ensures that the original price information is not sent even when catalog items are requested.

The area is fully configurable via user rights, so that only authorized users can use the functions. In addition, you can use the vendor status to specify the vendors to whom price inquiries may be sent.

Create and send price requests from the shopping cart

You can create price requests directly from the shopping cart overview and send them to the supplier via the shopping cart items request button.

Under Purchasing → Order Processing → Price Requests you can create a price request via the New. Here you can also see the status of price requests that have already been sent, as well as the offers that have been received.

The price request is sent to the suppliers via the Send price request button.

You can request catalog items as well as free text items. Requesting catalog articles is useful if, for example, a similar article or an article with different properties or units is to be requested.

The inquiry of free text items is suitable if an article to be specified freely is to be inquired by the requirement carrier.

Basic data tab

Price request area

• No.: the number of the price request, automatically generated by Onventis.
• Title: in this field the title for the price request must be entered. You can either use the suggested title “Price request DD.MM.YYY 09:19:46” or enter your own title. This field is mandatory and must be entered.
• Status: in the field Status you can see the current processing status of the price request. The following statuses are possible:
  • In capture: the request has not yet been sent to the supplier
  • Sent to suppliers: the request has been sent to suppliers and is waiting for a quote
  • Bids received: bids have been received from suppliers for the request. The item can be transferred to the shopping cart.
• Term / quotation deadline: in this field you can enter the date by which you expect a quotation from the supplier. This field is mandatory and must be entered.

Customer data area

• Company: the Company field contains the company name of your organization. This field is filled automatically from the company data and cannot be changed.

Contact details area

• User: the User field contains the name of the user who created the price request. This field is automatically filled from the user data and cannot be changed.
• E-mail: in the e-mail field you will find the e-mail address that is stored in the user data of the user who created the price request. This field is automatically filled from the user data and cannot be changed.
• Phone: the Phone field contains the phone number that is stored in the user data of the user who created the price request. This field is automatically filled from the user data and cannot be changed.

Rider position

You can add an item to the price request using the Add Item button.

The following fields are available for this purpose:

• Position-No.: in the field Position-No. the number for the position has to be entered. The 99999 is always suggested, this number can be overwritten. This field is mandatory and must be entered.
• Title: in the field Title you have to enter the article title. This field is mandatory and must be entered.
• Description: in the Description field you can describe the item in more detail.
• Quantity: in the field Quantity you have to enter the requested quantity. You must select the requested unit of measure from the drop-down menu. This field is mandatory and must be entered.
• Material group: you can select a material group via the selection menu. Via the Selection… button you can select a material group from the entire material group list. If you as a user only have access to certain material groups, you can only see the material groups that have been assigned to you as a user.
• External remark: in this field you can enter additional remarks in text form. This field is visible to the supplier.
• File attachment: via the Select… button you can add an attachment to the price request. To do this, select the desired file via the ... button to select the desired file. You can enter a title in the Title field. The Attach button is used to attach the file. Use the Close button to return to the position.

Suppliers tab

Add about the supplier… button, you can add the suppliers to whom you would like to send the price inquiry from your supplier master via the use symbol.

Receiving and using offers

As soon as you send a price request to the supplier, the supplier is informed by e-mail and can submit his offers directly in Onventis.

Under Purchasing → Order Processing → Price Requests you can see all price requests. Price requests for which an offer has been received can be identified by the“Offers received” status.

To view the offers, click on the number or on the title of the desired request. In the Quotations tab, you will see a listing of suppliers, as well as the status of the quotation submission.

If you click on the supplier name in the supplier column, you will see a list of the requested articles. You can call up the supplier’s offer by clicking on the article name.

To order the offered items, you can put them directly into the shopping cart.

Hinweis In order to comply with the guidelines and workflows, it is not possible to order items directly from the price requests. Instead, the requisitioner has the option of sending the items from the shopping cart into the general ordering or requisitioning process, where all the familiar guidelines and settings take effect.

You can add the items to the shopping cart by checking the checkbox next to the desired items. You can add the marked items to the shopping cart overview by clicking the Add to cart button.

Individual items can be added to the shopping cart in the Action column and the shopping cart icon.