Often RFQ's need to be reassigned from one buyer to another in the same organization. Here is how to do it:
As a Supervisor or Admin user, once you have imported or manually created a request, you can now reassign it to another user within your organization.
Team Leads and Buyers that are part of a team can reassign their events to any team member, an organization Supervisor, or an organization Admin with this permission. If your organization doesn't use Teams, Buyers can reassign events to any other Buyer within your organization.
Click the checkbox next to the request and then click the Reassign button that pops up in the blue bar.
Then, select which buyer you would like this request to be reassigned to and hit CONFIRM.
You can also reassign RFQ's using the Actions menu from the RFQ Details page.
Now the RFQ will appear under the name of the new buyer, and can now be edited by them.
Comments
0 comments
Please sign in to leave a comment.