How to create a quote request
How to start quoting in Lumi and some best practices to expedite the process.
Each quote request is for a single item. You can start a new quote request from a few different places in the platform:
Item: If you haven't yet created an item, here’s how.
Quantities: Most brands order on a quarterly cadence.
Delivery: If you haven't yet, create a location.
Target delivery date: Reference the Lead Times of each product.
Suppliers: By choosing "All applicable suppliers," your quote request is visible in the marketplace to any supplier that can manufacture it.
Direct requests: Direct requests are a way to show your interest in a specific supplier that you want to receive a quote from. If you choose to send your request to all applicable suppliers, the options in the direct request list will already receive an email notifying them that your quote request is available in the marketplace. By sending them a direct request, your request will also go directly to their request inbox.
Deadline for bids: The quote request will not be visible to suppliers after this deadline, but you can edit the deadline at any time to extend it.
Tip: We suggest leaving your quote request available for at least two weeks to get the most bids.
When your quote request is complete, you can click the Send request button in the top right.
You can keep tabs on all of your quotes (active and closed) in your Quotes view. Click on a quote's Request # to see more details and view the quotes you've received. Quotes requests are marked “closed” after your deadline has passed.