Overview

The RFQ Notes/Attachments tab is where you can add or create custom notes for RFQ groups or individual vendors. The notes that you create on this tab are printed on the RFQ form that you send to the vendor. You may also use this page to add attachments to your RFQs.

Adding Notes

The RFQ Notes tab is divided into three sections: RFQ Notes are displayed on all RFQs, RFQ Group Notes are displayed on the RFQs for specific groups, and Vendor Notes are displayed on the RFQs for specific vendors.

Add RFQ notes to all RFQs

1. Select Add Vendor Note at the bottom of the Notes for All RFQs area. This displays the available vendor RFQ notes in the Terms & Conditions folder in the Options dialog.
2. Place check marks next to the RFQ notes that you want to display on all of the RFQs.
3. Select OK to add the notes.
4. You can also create custom notes that will only be used for this estimate by typing the note next to the new record indicator.

Add notes to the RFQs for a specific group

1. Select a group in the RFQ Group notes area.
2. Select Add RFQ Note at the bottom of the RFQ Group Notes area. This displays the available vendor RFQ notes in the Terms & Conditions folder in the Options dialog.
3. Place check marks next to the RFQ notes that you want to display on all RFQs sent to this group.
4. Select OK to add the notes.
5. You can also create custom notes that will only be used for this estimate by typing the note next to the new record indicator.

Add notes to the RFQs for a specific vendor

1. Select a vendor in the Vendor Notes area.
2. Select Add Vendor Note at the bottom of the vendor Notes area. This displays the available Vendor RFQ notes in the Terms & Conditions folder in the Options dialog.
3. Place check marks next to the vendor notes that you want to display on RFQs containing this group.
4. Select OK to add the notes.
5. You can also create custom notes that will only be used for this estimate by typing the note next to the new record indicator.

Learn about using rich text

Arranging and Deleting Notes

• incrementally moves the selected note toward the top of the list of notes.
• incrementally moves the selected note toward the bottom of the list of notes.
• deletes the selected note.

Spell Checking RFQ Notes

You can check the spelling of text you add to all three types of notes on the Send Vendor RFQ tab.

Select Spell Check . If there are spelling errors, the Spell Check dialog box opens. Use the dialog box to make corrections. The Spell Check Complete dialog box appears when you finish or if there are no spelling errors.

Learn more about the spellchecker

RFQ Attachments

The attachments area near the bottom of the screen allows you to view a list of attachments already added to your current estimate's vendor RFQs, add new ones, or delete attachments that are no longer required.

• To add a new attachment, select the Add RFQ Attachment button, then browse to and double select the file you want to attach.
• To open an attachment, double select the attachment.
• To delete an attachment, select it, then press DELETE on your keyboard.

When you print your RFQ, a list of your RFQ attachments appears in the header area.

When you email or fax your RFQ, your RFQ attachments are attached to the email sent by B2W Estimate.

Similar to RFQ notes, RFQ attachments may be added to all RFQs, a single group, or to a single vendor.