To Receive a Transferred RFP

RFP's which are transferred to you for the very first time will be visible in the notification icon on the top right bell icon. The number of RFP's to be actioned will be seen in the count on the notification icon.

Click on the notification icon, to see the RFP's transferred.

Click on  to accept the forwarded RFP

The system will ask you a question

Select 'Yes' if you would like to add the RFP to an existing system. The RFP will then added to the Shipment's document list. If you select 'Yes' you will get a list of existing shipments to select from (you can even include Archive shipment as well by clicking on the checkbox for "Archive Shipment"). Double click on the shipment and the RFP will be added to that shipment's document list. 

Select 'No' below, if you want to create a completely new shipment and assign the RFP to that new shipment.

 A new shipment will be created with the Shipment Number same as the RFP Exporter Reference

Then go to that Shipment, select the RFP from the document list and progress the RFP to COMP status.

-  Please note that in case the RFP has transferred again the second time or the third time, the RFP will automatically get updated to that existing RFP. You only need to click on the "Check response" button to see the updated RFP.

-  Also, is the case where you see the duplicate record of the Transferred RFP under the Notification Icon, you can delete that as well by clicking on the "Delete" button at the end of each RFP record.