Bring specifications, drawing revisions, quantities, and required dates together before a purchasing request becomes an RFQ.
Where this helps
A request arrives in a message with a drawing attached, a quantity in the thread, and a delivery date mentioned elsewhere. Buyers spend time reconstructing the requirement, while a missing revision or duplicate order can create a much larger problem downstream.
What Rectangle connects
Bring the request and its attachments together with released engineering documents, item records, available stock, and open purchase orders. Keep each requirement tied to its source. Flag conflicting quantities, missing specifications, and unreleased revisions before preparing supplier outreach.
Collect the request BR-42 · 200 required · needed November 12
- 40 unallocated units of released revision C in stock.
- Net purchase requirement: 160 · no duplicate open PO.
A closer look
In this example, engineering requests 200 BR-42 brackets for November 12. There are 40 unallocated units of the released revision in stock, leaving 160 to buy. The email includes revision B, but the document register lists revision C as released. Procurement needs engineering to confirm that revision C applies and supply the missing finish specification.
Resolve missing details Hold RFQ: drawing revision and finish need confirmation.
- Request attachment: revision B · released drawing: revision C.
- Finish specification is missing from the request.
From answer to action
Prepare a purchasing brief with the requested quantity, net requirement, receiving location, required date, and open questions. Draft the clarification message for engineering and keep the RFQ pending until the specification is complete. Once the requester confirms the details, the buyer can review the supplier package.
Prepare the handoff Brief prepared: 160 BR-42 brackets for November 12.
- Ask engineering to confirm revision C and specify the finish.
- Clarification message drafted · RFQ pending buyer review.
Give buyers a complete, traceable requirement before supplier conversations begin.
