Requests for quotation

rfqs asks several suppliers for a price on the same lines, puts the answers side by side, and turns the chosen quote into a draft purchase order.

better-supabase add rfqs

import { createRfqs } from "better-supabase/blocks/rfqs";

The module requires memberships, permissions and subjects. With contacts an invited supplier must hold the supplier role (or none) and must not be blocked. With inventory an award can create a purchase order. With numbering requests get the numbering block's format, outbox records the events and audit audits every change.

TablesCopy Anchor Link

From draft to awardCopy Anchor Link

A request is draft, then open, then closed, and ends awarded or cancelled. createRfq takes the request and its lines. inviteSupplier names a party by type and id, and openRfq needs at least one line and one supplier.

const rfqs = createRfqs({ transport, tenant: organizationId });

const rfq = await rfqs
  .createRfq({ title: "Bolts", currency: "EUR" }, [
    { description: "Bolt M8", quantity: 100, variantId },
  ])
  .orThrow();

const invitation = await rfqs
  .inviteSupplier(rfq.id, { type: "company", id: supplierId })
  .orThrow();

await rfqs.openRfq(rfq.id).orThrow();

QuotesCopy Anchor Link

recordQuote records the prices of one supplier while the request is open. Quoting again replaces the prices and raises the revision. Only the amounts are sent, in the request's currency, and every lineId must belong to the request. withdrawQuote takes a submitted quote out of the comparison, and declineInvitation records that a supplier will not quote.

await rfqs
  .recordQuote(rfq.id, invitation.id, [
    { lineId: rfq.lines[0].id, unitAmount: money(120n, "EUR") },
  ])
  .orThrow();

Comparing and awardingCopy Anchor Link

compare lists the live quotes cheapest first, with the best unit price marked on each line. Only a quote that prices every line can be awarded.

const comparison = await rfqs.compare(rfq.id).orThrow();
await rfqs.closeRfq(rfq.id).orThrow();
await rfqs.award(rfq.id, comparison.quotes[0].quoteId, { location }).orThrow();

award needs rfqs.manage. The chosen quote becomes awarded and the others rejected. With the inventory block and a location, a draft purchase order for the supplier at the quoted unit prices is created and its id is kept on the request; every line then needs a variantId. A location without the inventory block is refused. cancelRfq takes a reason and works on a request that is not awarded.

ErrorsCopy Anchor Link

EventsCopy Anchor Link

The hooks are before_rfq_create, after_rfq_create, before_rfq_quote_record, after_rfq_quote_record, before_rfq_award and after_rfq_award.

Without the clientCopy Anchor Link

create_rfq, update_rfq, get_rfq, list_rfqs, invite_rfq_supplier, decline_rfq_supplier, open_rfq, record_rfq_quote, withdraw_rfq_quote, close_rfq, compare_rfq, award_rfq and cancel_rfq are plain SQL functions. In custom mode you implement them over your own tables.