Managing a request
Last updated
Last updated
After clicking into a Request, buyers can manage and edit the request.
The actions bar the top right allows users to take key actions for a request.
To communicate urgency to vendors on RFQs, requests can be marked as hot using the flag toggle next to the request state dropdown.
When the hot toggle is on:
The request shows as "hot" on the RFQ sent to suppliers; if no need date is specified, the supplier is asked to quote "ASAP" lead time.
A red flag icon appears next to the request number on the Requests table to indicate priority
The state of the request can be changed using the dropdown on the top right of the page. Requests can have the following states:
Open – request requires action
Complete – request has been completed and no further action is required
On Hold – request is blocked (e.g., design questions for engineer)
Canceled – request has been cancelled and no further action is required
The Share button shows the list of external users a Request has been shared with as an RFQ. In order to share a request with new users as an RFQ, click "Send to Suppliers".
Note: Silkline does not yet support adding followers to a request. If you would like this feature, please let us know!
The request status bar is automatically determined based on the request state and the progress of the request. Requests can have the following statuses:
New – A request has been submitted, but has not yet been assigned to a Buyer
Assigned – A request has been assigned to a buyer
Gathering Quotes – A request moves to Gathering Quotes when an RFQ is sent or a quote is added
Review – A request moves to review when selections have been made for all items. Note: this status is currently unavailable while we are revamping quote comparison and selection.
Complete – The request has been marked as complete
The activity feed shows a log of notes, related emails, and key events for a request including threads for each RFQ sent. The activity feed displays automatically on large screens or can be launched from the Actions bar when viewing Silkline from a smaller screen. User can search the contents of the activity feed to quickly find items.
RFQ send events show when an RFQ has been viewed, and when files have been downloaded, by suppliers.
View RFQs in either a table or board layout. In the board layout, you can drag RFQ cads from one column to another to change the status of that RFQ.
View quotes linked to a request, create a new quote, or link an existing quote. You can also drag and drop a quote into the "Create Quote" card to upload a quote and link it to that request.
Click "Cut PO" to convert the quote to a PO. Click the menu of additional options to edit, unlink, or delete a quote. Unlinking a request keeps the quotes in Silkline but removes it from the request. Deleting a quote removes the quote entirely from Silkline.
When an order is created from a request, the request, quote, and order are all linked together. Orders can also be manually linked a Request using the "Link order" button below the phase tracker.
This button opens a sidebar to .
