Site Visit


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Should a requisition require suppliers to attend a site visit before quoting, the requisition creator needs to schedule the site visit before an RFQ is sent to suppliers. To schedule a site visit, the creator needs to follow the below steps.

1. Select the "Site Visit Required" checkbox on the requisition details page.

 

3. Once done capturing all the details. Click on the save button. Should you require to save more than 1 site visit. You can click on the "New Site Visit" button as shown below.

4. The "Site Visit" will now be saved and will appear on the requisition details page.

5. To delete a site visit, simply select the site visit by selecting the checkbox in the first column of the list and click the delete button.

All saved site visits will be sent to the suppliers whom an RFQ is sent too. The supplier will be able to identify if a RFQ requires a site visit. All details, including the contact person will be made available to the supplier.

All site visit RFQ's are given an extention on the response time for the RFQ, the closing date for the RFQ will be 2 days from the last day of the last site visit.

Date Created
2020/05/11 14:57:41
ID
71