New sign-ups require Super Admin approval before access is granted.
New RFQ
RFQ Number (MES Inquiry Number) generates automatically on save — Purchaser + Project Code + Month/Year + Indent Number.
This creates the RFQ record — Stage 0 in the pipeline. Payment terms are set later, per PO.
Add Purchase Order
Sea Shipment
Air Shipment
Each PO can travel differently — this only affects this PO's own schedule, not the RFQ or its sibling POs.
PO-level milestone dates (PO Release through Transit) are calculated automatically from where the RFQ's shared stages hand off. Target date and payment terms can be set anytime from the PO card.
Import Existing PO
For a PO that's already running outside RADAR — set where it actually is today, and every earlier stage gets marked done as of the date below instead of starting fresh at PO Release.
Sea Shipment
Air Shipment
This step is running late
Reject Proposed Date
Payment Terms —
Edit RFQ — Super Admin only
Close RFQ
Closing stops this RFQ from further tracking. A Super Admin can reopen it later if this was done in error.
Delay-Days Ledger
Every completed milestone that ran late, within the Dashboard's current filters.
RFQ / POMilestoneOwnerDelay ReasonDays Late