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Create Requests & RFQs Directly from Analytics

Updated over a month ago

Overview

With this release, you can create requests or RFQs directly from Analytics – without switching to other modules.

This means:

  • Direct connection from Analytics → Requesting / RFQ

  • Access via batch actions (three-dot menu)

  • Articles and/or suppliers are automatically added to the request

  • No manual copying or re-selecting required


What problem does this feature solve?

Previously, many analysis workflows ended in Analytics without a direct follow-up action.
With this release, we enable end-to-end use cases – from analysis to operational execution.

Typical use cases:

  • Request prices for multiple articles as preparation for a supplier negotiation

  • Benchmark prices for multi-sourcing articles

  • Request new payment terms from suppliers with unfavorable conditions


How it works

1. Prerequisites

  • Access to Analytics

  • Access to the Requesting or RFQ module

  • An Analytics table that includes suppliers and/or articles in the breakdown


2. Start a request or RFQ from Analytics

  1. Open an Analytics table

  2. Make sure that:

    • Supplier and/or article are included in the first two columns of the table breakdown

  3. Open the three-dot menu (⋯) in the table

  4. Select:

    • “Create request” or

    • “Create RFQ”

👉 The relevant articles and suppliers are automatically added to the request.


3. Continue in the Requesting / RFQ module

  • You are taken directly to the corresponding module

  • All transferred articles and suppliers are pre-filled

  • The request can be completed, reviewed, and sent as usual


Permissions & access

The existing permissions apply:

  • Analytics access (unchanged)

  • Access to the Requesting and/or RFQ module

No new roles or permissions are introduced.


Known limitations

  • The action is only available if suppliers and/or articles are part of the table breakdown

  • Batch actions are currently only available via the three-dot menu


FAQ

Q: Can I request multiple suppliers and articles at the same time?
A: Yes. All selected suppliers and articles are transferred together.

Q: Does this work for all Analytics views?
A: Yes, for all views where suppliers and/or articles are included in the breakdown.

Q: Will existing RFQs or requests be overwritten?
A: No. You can either create new requests or add to existing ones.

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