Chat with a supplier / view chat message for a quote

Send chat messages directly to a supplier from within an RFQ, and view existing chat messages for a quote on an RFQ. You can also attach files to chat messages.

  1. On the left panel, select Orders.
  2. On the Open Activities page, select RFQs.
  3. To help you locate the RFQ you want to open, use the Search and / or Filter options.
  4. Select the RFQ you want to open.
  5. In the RFQ summary dialog, in the column for the supplier that you want to send a chat message to or view existing chat messages, select the 3-dot menu and select Chat with Supplier.
    A chat dialog opens, showing any existing messages and file attachments.
  6. To send a new chat, type your message. Optionally, select the paperclip icon to upload a file attachment to send with the chat.
  7. Select the Send icon.
The chat dialog shows any existing messages and file attachments for a quote on an RFQ.