Overview
You can create Requests or RFQs directly from Analytics – without going through other modules. Articles and/or Suppliers are carried over automatically, without manual copying or re-selecting.
Typical use cases:
Request prices for several Articles for a Supplier negotiation
Price benchmarking for multiple-sourcing Articles
Request new payment terms from Suppliers with unfavorable terms
Prerequisites
Access to Analytics
Permission to create or edit Requests or RFQs
An Analytics table with Suppliers and/or Articles in the grouping or breakdown
How it works
Open an Analytics table.
Make sure that Supplier and/or Article is selected as the grouping or breakdown.
Select the desired rows using the checkboxes.
Open the three-dot menu in the table and select:
"Create new Request" or "Add to existing Request" (for Suppliers)
"Create RFQ" (for Articles and/or Suppliers)
You are taken directly to the respective module. All carried-over Articles and Suppliers are already prefilled, and the Request or RFQ can be completed, reviewed and sent as usual.
Permissions & access
The existing permissions for Analytics, Requests and RFQs apply. No new roles or rights are introduced.
Known limitations
The action is only available if Suppliers and/or Articles are part of the grouping.
Requests can only be created for Suppliers; Articles are only carried over into RFQs.
FAQ
Q: Can I carry over several Suppliers and Articles at the same time?
A: Yes, all selected Suppliers and Articles are carried over together.
Q: Are existing Requests overwritten?
A: No. You can create new Requests or add Suppliers to an existing Request.