Only for Team Leads.
On the Dashboard page you can view your most recently created projects, as well as upload or create a new project.
Click on Upload Project to upload your customer's RFQ (in any of the following formats: csv, .tsv, .xls, .xlsx, Eagle .sch, KiCad.sch, .SchDoc),
Click on Create New Project to add a Market Basket, Implementation, Blanket, or RFQ project.
Upload Project
If you already have a file from a customer, the quickest way to upload your RFQ is from the dashboard page.
By clicking Upload Project and choosing a file on your computer, you can quickly upload your customer's file and begin working on it in VallenIQ.
Create New Project
Click Create New Project to start with an empty project and add line items later.
You'll first need to enter your RFQ information. This includes details, such as:
- Project Name
- Customer Account
- Warehouse
- Contact Name
- Contact Phone
- Contact Email
- Address
- Project Lead
- Project Due Date
- Project Type
- Subs Allowed
- Project Description
When you arrive at your empty Project, you'll be able to add line items by:
- copying and pasting part numbers
- uploading a project
- adding parts individually using Search results