Following up on our previous introduction to ERPNext features where we explored the Workflow feature, this time I would like to highlight the Supplier Portal feature for RFQs.
In ERPNext, a Request for Quotation (RFQ) can be created manually or via the Supplier Portal. The Supplier Portal for RFQs enables companies to electronically generate and send quotation requests to their suppliers. Once logged into the system, suppliers can then submit their quotations directly through the portal. Consequently, the procurement process becomes highly efficient as it is directly accessible and fully manageable within the ERPNext platform. This minimizes communication delays and enhances transparency throughout the entire procurement cycle.
Before proceeding, you must first ensure the following prerequisites are met:
The supplier’s user account contact must be linked to the supplier document.
The supplier must be a registered Website User assigned the “Supplier” role.
<img width="1024" height="387" src="https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-143217-1024x387.png" alt="" srcset="https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-143217-1024x387.png 1024w, https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-143217-300x113.png 300w, https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-143217-768x291.png 768w, https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-143217.png 1327w" sizes="(max-width: 1024px) 100vw, 1024px" />
<img width="1024" height="636" src="https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-143607-1024x636.png" alt="" srcset="https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-143607-1024x636.png 1024w, https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-143607-300x186.png 300w, https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-143607-768x477.png 768w, https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-143607.png 1287w" sizes="(max-width: 1024px) 100vw, 1024px" />
<p>Setelah itu, Anda dapat membuka menu "Request for Quotation" dari beranda dan kemudian klik 'Buying'.</p>
<img width="1024" height="711" src="https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-161311-1024x711.png" alt="" srcset="https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-161311-1024x711.png 1024w, https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-161311-300x208.png 300w, https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-161311-768x533.png 768w, https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-161311.png 1270w" sizes="(max-width: 1024px) 100vw, 1024px" />
<p>Kemudian klik “Request for Quotation”.</p>
<img width="1024" height="637" src="https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-161329-1024x637.png" alt="" srcset="https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-161329-1024x637.png 1024w, https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-161329-300x187.png 300w, https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-161329-768x478.png 768w, https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-161329.png 1277w" sizes="(max-width: 1024px) 100vw, 1024px" />
<p>Klik “Create a new Request for Quotation”.</p>
<img width="1024" height="414" src="https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-144230-1024x414-1.png" alt="" srcset="https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-144230-1024x414-1.png 1024w, https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-144230-1024x414-1-300x121.png 300w, https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-144230-1024x414-1-768x311.png 768w" sizes="(max-width: 1024px) 100vw, 1024px" />
<p>Disini anda dapat mengisi request anda terhadap supplier, pertama pilih supplier yang kontak emailnya sudah terisi, kemudian memilih item yang ingin dimintai RFQ nya terhadap supplier.</p>
<img width="1024" height="556" src="https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-144334-1024x556-1.png" alt="" srcset="https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-144334-1024x556-1.png 1024w, https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-144334-1024x556-1-300x163.png 300w, https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-144334-1024x556-1-768x417.png 768w" sizes="(max-width: 1024px) 100vw, 1024px" />
<p>Setelah itu anda kebawah page anda, anda akan menemui seksi “Email Details” disini anda diminta untuk memilih “Email Template”, jika anda belum ada, anda dapat membuatnya dengan meng klik “Create a new Email Template”.</p>
<img width="1024" height="332" src="https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-161533-1024x332.png" alt="" srcset="https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-161533-1024x332.png 1024w, https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-161533-300x97.png 300w, https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-161533-768x249.png 768w, https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-161533.png 1227w" sizes="(max-width: 1024px) 100vw, 1024px" />
<p>Kemudian klik lagi “Create a new Email Template”.</p>
<img width="1024" height="546" src="https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-150105-1024x546-1.png" alt="" srcset="https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-150105-1024x546-1.png 1024w, https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-150105-1024x546-1-300x160.png 300w, https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-150105-1024x546-1-768x410.png 768w" sizes="(max-width: 1024px) 100vw, 1024px" />
<p>Dan disini anda dapat manamai templatenya sesuai keinginan anda, serta anda dapat mengisi Subject email dan isinya, untuk isi email anda dapat menggunakan format {{ portal_link}}: untuk membuat link langsung untuk supplier, setelah itu sudah bisa di-save.</p>
<img width="1024" height="501" src="https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-150701-1024x501-1.png" alt="" srcset="https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-150701-1024x501-1.png 1024w, https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-150701-1024x501-1-300x147.png 300w, https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-150701-1024x501-1-768x376.png 768w" sizes="(max-width: 1024px) 100vw, 1024px" />
<p>Kembali ke RFQ yang sedang dibuat, anda bisa langsung pilih Email Template yang telah anda buat.</p>
<img width="1024" height="635" src="https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-144417-1-1024x635-2.jpg" alt="" srcset="https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-144417-1-1024x635-2.jpg 1024w, https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-144417-1-1024x635-2-300x186.jpg 300w, https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-144417-1-1024x635-2-768x476.jpg 768w" sizes="(max-width: 1024px) 100vw, 1024px" />
<p>Kemudian dapat anda save dan submit dan akan keluar notifikasi ini, memberitahu email sudah terkirim ke email supplier.</p>
<img width="729" height="155" src="https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-144602.png" alt="" srcset="https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-144602.png 729w, https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-144602-300x64.png 300w" sizes="(max-width: 729px) 100vw, 729px" />
<p>Email akan terlihat sesuai dengan yang Anda buat dari email template. Anda dapat klik 'Set password' jika akun supplier belum memiliki password, dan dapat klik “Submit your Quotation” untuk masuk kedalam RFQ.</p>
<img width="947" height="493" src="https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-145924.png" alt="" srcset="https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-145924.png 947w, https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-145924-300x156.png 300w, https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-145924-768x400.png 768w" sizes="(max-width: 947px) 100vw, 947px" />
<p>Setelah login dengan akun supplier, akan terlihat seperti ini portal homepage untuk supplier, lalu klik “Request for Quotation” untuk melihat RFQ dibuat untuk supplier.</p>
<img width="1024" height="546" src="https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-151830-1024x546.png" alt="" srcset="https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-151830-1024x546.png 1024w, https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-151830-300x160.png 300w, https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-151830-768x410.png 768w, https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-151830.png 1273w" sizes="(max-width: 1024px) 100vw, 1024px" />
<p>Kemudian pilih RFQ yang paling baru.</p>
<img width="1024" height="537" src="https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-151842-1024x537.png" alt="" srcset="https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-151842-1024x537.png 1024w, https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-151842-300x157.png 300w, https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-151842-768x403.png 768w, https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-151842.png 1266w" sizes="(max-width: 1024px) 100vw, 1024px" />
<p>Di sini, Anda dapat memberikan harga untuk item yang ada dalam RFQ.</p>
<img width="1024" height="562" src="https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-151857-1024x562.png" alt="" srcset="https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-151857-1024x562.png 1024w, https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-151857-300x165.png 300w, https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-151857-768x422.png 768w, https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-151857.png 1255w" sizes="(max-width: 1024px) 100vw, 1024px" />
<p>Jika anda sudah memberikan harga yang sesuai dengan quantity anda dapat klik “Make Quotation” untuk menyelesaikan RFQ.</p>
<img width="1024" height="547" src="https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-152129-1024x547.png" alt="" srcset="https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-152129-1024x547.png 1024w, https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-152129-300x160.png 300w, https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-152129-768x410.png 768w, https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-152129.png 1276w" sizes="(max-width: 1024px) 100vw, 1024px" />
<p>Setelah itu, kembali menggunakan akun system user, dan dapat dicek didalam Request for Quotation pada connection akan terlihat bertambah pada “Supplier Quotation” menjadi 1, dapat di klik “Supplier Quotation” tersebut.</p>
<img width="1024" height="545" src="https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-152932-1024x545-1.png" alt="" srcset="https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-152932-1024x545-1.png 1024w, https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-152932-1024x545-1-300x160.png 300w, https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-152932-1024x545-1-768x409.png 768w" sizes="(max-width: 1024px) 100vw, 1024px" />
<p>Dapat di klik Quotationnya.</p>
<img width="1024" height="570" src="https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-152946-1024x570-1.png" alt="" srcset="https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-152946-1024x570-1.png 1024w, https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-152946-1024x570-1-300x167.png 300w, https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-152946-1024x570-1-768x428.png 768w" sizes="(max-width: 1024px) 100vw, 1024px" />
<p>Kemudian dapat dicek harga untuk quotationnya, dan jika sudah puas dengan harga yang dikasih oleh supplier, anda dapat meng klik submit.</p>
<img width="1024" height="558" src="https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-153001-1024x558-1.png" alt="" srcset="https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-153001-1024x558-1.png 1024w, https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-153001-1024x558-1-300x163.png 300w, https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-153001-1024x558-1-768x419.png 768w" sizes="(max-width: 1024px) 100vw, 1024px" />
<img width="1024" height="365" src="https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-173143-1024x365.png" alt="" srcset="https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-173143-1024x365.png 1024w, https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-173143-300x107.png 300w, https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-173143-768x274.png 768w, https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-173143.png 1033w" sizes="(max-width: 1024px) 100vw, 1024px" />
<p>Setelah itu, Anda dapat klik "create" untuk melanjutkan supplier quotation menjadi quotation atau purchase order.</p>
<img width="1024" height="546" src="https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-153042-1024x546-1.jpg" alt="" srcset="https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-153042-1024x546-1.jpg 1024w, https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-153042-1024x546-1-300x160.jpg 300w, https://tobaconsulting.com/wp-content/uploads/2024/03/Screenshot-2024-01-25-153042-1024x546-1-768x410.jpg 768w" sizes="(max-width: 1024px) 100vw, 1024px" />
<p>begitulah cara kerja Request for Quotation dapat dibuat secara manual atau melalui Supplier Portal. Semoga apa yang di highlight kali ini bermanfaat. </p>
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