Sourcing

Go to Jobbag --> New RFx.
Navigate the catalog to find the RFx Item you require and click its ‘Create RFx’ button.
Select the customer for the request by typing the user’s name into the ‘Customer Member’ field.
Click the ‘Next (Delivery Details)’ button when you have selected the contact.
Fill in the specification form with as much information as you can.
Click Next (delivery details) at the bottom right.
Check the delivery details. If you need to add another address click the Add Address button.
Click 'Fastrack'

Select Suppliers you want to send the Quote Request to ( you can either select 'Preferred' or 'Other' Suppliers).
Hit 'Next'
Select 'Quote By', 'Delivery By' - if required
Click 'Send emails and Continue'

Go to 'Supplier Selection' section and enter prices on behalf of the first Supplier. You can also apply your markup
Click 'Set Supplier Prices' button
Repeat the above for all Suppliers invited to quote the request ( click on the hyperlink with a name of the Supplier)

Select Scenario you wish to quote to Customer ( click on the hyperlink with a name of the Supplier)
Click on 'Quote Letter' button beneath the Pricing section.
Edit if required and hit 'Send Quote'

Procurement

Scroll down to 'Purchase Order' field ( Delivery section) and enter a value ( mandatory field) and click 'Place Order'
Scroll up to the Purchase Orders section and 'Authorize' the Order ( this will send a Purchase Order to the Supplier)
After authorizing the Supplier Purchase Order go back to the Job by clicking on the Job reference number.

Once the Order is fulfilled by the Supplier you can mark it as 'Job Completed' ( available under Pricing section)
You can now Rate the Supplier's Performance (only if the functionality is enabled)

Scroll down and go to Pricing section and click 'Reconcile Invoice' link ( right side)
Enter 'Invoice Date' and 'Invoice Number'
Hit 'Invoice Received'
Click 'Back' button ( bottom left of the page) - this will take you back to the Job

Scroll to the top of the page ( Job Sheet section) and click 'View details to be invoiced' link
Enter 'Invoice Date' ( top right)
Select 'VAT' value from a drop down menu
Hit 'Approve' ( bottom of the page)
You can now 'Issue' ( bottom of the page) the invoice to the Customer and 'Send by email"