•  Step 1: 

​​In order to allocate a bid, click on “Show Bid Result” button. 

•  Step 2: 

​Item Owner has to login from their login access and open the particular RFQ.

​Email Notification: 

​Once we click on “Show Bid Result”, the RFQ will be locked and an email will be sent to the Item owner. 

•  Step 3: 

​Go to RFQ Items > Click on Allocations. ​

•  Step 4: 

​​You will be redirected to the Allocation page.  ​

•  Step 5: 

​Click on Send Request option. 

​An approval request will be sent from the Item Owner to the RFQ Approver.​

​Update Allocation: 

​ ​Item owner can change the Allocate Quantity & Allocated percentage and send request to RFQ approver to review the changes. ​

​Loss: 

​ ​If the Item Owner or any authorized person modifies the allocated quantity or percentage, leading to an increase in loss values, they must provide a justification under the "Loss Reason" section.

​For example: 

​ ​Suppose vendors L1 and L2 offer materials at a lower price and in higher quantities, but the item owner allocates a higher percentage to L3 (who may have less favorable terms). In such a case, a proper justification must be provided in the "Loss Reason" field to explain the decision.

​Note for Supplier: 

​ ​When allocating the Bid, if they want to mention any note for vendors, then they can mention in “Note for supplier”

•  Step 6 :

​​Login from RFQ approver and go to the Requested Allocations module.

•  Open the RFQ that you want to approve.

•  In case, RFQ approver wants to change anything then they can update the value and click on ‘Approve Request’.

•  Email Notification: 

​The Item Owner and Vendor will receive an email regarding the bid allocation. Additionally, vendors will receive an SMS notification.