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User types and privileges in sourcing software

QLM Sourcing supports two different user roles that have varying responsibilities within the application. Let’s look at the differences within the 5 Step Model of major activities within QLM Sourcing.

User types and privileges in QLM Sourcing

Activity

Activity Steps

Purchaser

Viewer

 create rfq

Create a customer RFQ from templates

  • Enter information into a new RFQ following a template
  • Copy an existing RFQ and modify information as required
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 assign rfq vendors

Assign suppliers

  • Select suppliers from a list and assign one or more to the RFQ
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 issue rfq

Issue the RFQ

  • Send the RFQ notice to assigned suppliers
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rfq quote submission

View Quote Submissions

  • View the RFQ responses from supplier
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step-5

Submission Analysis and Award

  • Review RFQ responses and select which supplier will be awarded the business for each part included in the RFQ
  • Send notices to suppliers indicating if they have been awarded the business or not
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There is clearly a difference in the level of responsibility associated with each role. In many organizations, the Viewer role is reserved for individuals in the work flow who are responsible for inputting the basic information related to an RFQ. The Purchaser (or Buyer) then steps in to make the decisions related to the RFQ in terms of which suppliers are invited to provide a response and who is awarded the business.  Viewers are able to see RFQ responses once the supplier has been awarded the business. RFQ responses from suppliers who were not awarded the business are not visible to Viewer users.

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