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Use more shortcuts

Quick RFQ, catalogs, your Inbox and sharing a record.

Extra tools. What you see depends on your role.

Good to know before you start

Share the record—not your session

The drawer’s Share control copies the record’s normal full-page link. Send that link to a colleague who already has access; sharing it does not grant permission. Never share a sign-in or version-switch URL that contains a session token.

Step by step

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Step 1 of 4

Ask for a quote with Quick RFQ

If your role allows it, choose Quick RFQ at the top. Check the request before you submit it.

Quick RFQ button in the top bar highlighted.

Quick RFQ button in the top bar highlighted.Highlighted: 1. Quick RFQ.

If your role allows it, choose Quick RFQ at the top. Check the request before you submit it.

  1. Quick RFQ

If your role allows it, choose Quick RFQ at the top. Check the request before you submit it.

  1. Quick RFQ

Your progress is saved only in this browser.

More help: the full guide text for “More ways to cut repeat work”

More ways to cut repeat work

Quick RFQ

When your role allows it, use Quick RFQ in the header to start a guided quote request. Work through the delivery address, items, timing, sourcing options and review steps. Review the final request before submitting; starting the flow does not send it.

Catalogs

Use Organization → Catalogs to organize repeat-purchase products. In supported MainStem product drawers, Catalogs lets authorized users add the item to a catalog. Catalog visibility and product access depend on configuration.

Check Inbox

The header’s notification bell is your Inbox. Open it to review messages; a count alone is not a complete work queue.

Keep the app current

If App updated appears, save or cancel edits before refreshing. Unsaved input can be lost during a reload.

Ask AI is separate from search and support

Use Phenom / Ask AI or Ctrl+/ (⌘/ on Mac) to open MainStem Phenom. It does not replace the record’s official status, your approval authority or the feedback email workflow.