How to Create an RFQ process in Zoho CRM.

How to Create an RFQ process in Zoho CRM.

Task: A process to send RFQ (Request for Quote) to the vendor which is then filled by him to generate a RFQ record in Zoho CRM.

(e.g., “By following the instructions, you’ll be able to achieve below steps smoothly”

“This article will help you set up your Zoho Form https://help.zoho.com/portal/en/kb/crm/integrations/zoho/zoho-forms/articles/zoho-forms-crm-integration#What_are_Zoho_Forms”)

Prerequisites (if applicable): [Should know how to create Zoho Form]

[Instructions:]

Step 1: Create RFQ Module in Zoho CRM with appropriate field depending on your use case

Step 2: Create Zoho Form for RFQ with same fields as RFQ Module in Zoho CRM

Step 3: Follow the above Zoho article to integrate Zoho Form and CRM, Map the field while integration process

Step 4: Write the code while making changes to the fields api name to trigger RFQ process from any module (The code is attached in the mail)

Step 5: Create an Email Template for sending RFQ Form

Step 5: Create a Workflow to trigger the Email

Outcome: A Zoho form is triggered from RFQ record which is then filled by vendor and once submitted the value from the form updates the RFQ record

Code for RFQ:

data = zoho.crm.getRecordById("Quotes",id);
resp = invokeurl
[
	url :" https://www.zohoapis.in/crm/v2.1/Quotes/" + id + ""
	type :GET
	connection:"zohocrmconnection"
];
sform = resp.getJSON("data").get(0).get("Quoted_Items");
sbject = data.get("Subject");
info sform.size();
mp = Map();
mp.put("Name",sbject);
mp.put("Status","RFQ Not send");
for each  qItems in sform
{
	chkBox = qItems.get("CreateRFQ");
	prdctName = qItems.get("Product_Name").get("name");
	//info "prdctName :"+prdctName;
	qntyName = qItems.get("Quantity").toString();
	tax = qItems.get("Tax").toString();
	total = qItems.get("Net_Total").toString();
	listPrice = qItems.get("List_Price").toString();
	if(chkBox == true)
	{
		mp.put("Product_Name",prdctName);
		mp.put("Quantity",qntyName);
		mp.put("Tax",tax);
		mp.put("List_Price",listPrice);
		mp.put("Quote",id);
		//mp.put("",);
		res = zoho.crm.createRecord("RFQ",mp);
		info res;
	}
	else
	{
		info "no rec is created";
	}
}

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