The term Vendor in RedTeam refers to a subcontractor, or an entity with which your company does business, typically through subcontracts as part of a larger project for a Customer. Entities may have one or more labels such as Customers, Vendors, Third-Parties or Occupants. Vendor Quotes are official pricing estimates from a professional subcontractor who has evaluated and estimated the cost to deliver a good or perform a service. All quotes for a particular Vendor may be viewed under the Quotes tab in the Vendors section.
1. View Vendor Quotes
Vendor Quotes are official pricing estimates from a professional subcontractor who has evaluated and estimated the cost to deliver a good or perform a service. Gathering quotes from multiple Vendors is important to ensure the best price for a job. Vendor Quotes are created in RedTeam under the Projects section (for more information, see the "Issue Vendor Quotes" Wiki) but the Quotes tab under the Vendors section gives users the ability to view a current overview of all Quotes in the system for a particular Vendor.
Steps:
To view an individual Quote associated with the Vendor, click the "view" icon.
2. Filter Vendor Quotes
Vendor Quotes are official pricing estimates from a professional subcontractor who has evaluated and estimated the cost to deliver a good or perform a service. Gathering quotes from multiple Vendors is important to ensure the best price for a job. Vendor Quotes are created in RedTeam under the Projects section (for more information, see the "Issue Vendor Quotes" Wiki) but the Quotes tab under the Vendors section gives users the ability to view a current overview of all Quotes in the system for a particular Vendor. To filter the results in the Quotes list by Project, Scope, Cost Division, Cost Code, Category, Status or Bidding, follow the instructions below.
Steps:
Click "Filter".
Select from any of the filtering categories.
Click "Filter" or "Filter & Hide" (to close the filter toolbar).
3. Import Requests for Quote (RFQ) and Vendor Quotes
Vendor Quotes are official pricing estimates from a professional subcontractor who has evaluated and estimated the cost to deliver a good or perform a service. Gathering quotes from multiple Vendors is important to ensure the best price for a job. From the Project section of RedTeam, you can Issue Vendor Quotes. You also have the option to Import RFQs and Vendor Quotes from another project (Project). This is useful in cases where you have two or more projects with similar or the same details and specs. Many items in RedTeam can be imported from one Project to another, for this very reason. Importing can save you and your team time by avoiding unnecessary data entry.
Steps:
Click "Manage Estimate for Original Scope"
Select "Vendor Quotes".
Click + New and select "Import Vendor Quotes".
Enter the Project name, select Requester, then choose the Scope.
Click the "Continue" button to search for Assemblies to Import to the new Project.
Click the checkboxes to select Assemblies to Import into the new Project.
Click "Save".