Difference between revisions of "Tender Supplier Circle"

From SynerTrade
Jump to: navigation, search
(Supplier settings)
(Invite supplier(s) steps)
 
Line 14: Line 14:
 
===Supplier settings===
 
===Supplier settings===
 
Follow the steps to set role types.
 
Follow the steps to set role types.
 
===Invite supplier(s) steps===
 
Within <'''Supplier circle'''> click icon <'''Add'''> to access supplier database.
 
Search suppliers with free text or using advanced search by clicking <on the corresponding icon> or using the filter search <the corresponding icon>.
 
 
You can add one supplier at a time by clicking <'''Add to current project'''> or select several accounts and add them using the <corresponding icon> drop menu, selecting <'''Add to current project'''> option and validating via <the corresponding icon>.
 
The supplier circle will display all invited suppliers.
 
 
'''You can invite more than one contact of the same company. The second contact invited is automatically assigned as a Supplier substitute and can assist the first contact in completing the quotation grids and/or questionnaires.
 
 
 
In the analysis, the answers of both contacts are considered as one single offer from the company.'''
 

Latest revision as of 01:48, 4 April 2014

Supplier Circle[edit]

Invite suppliers to supplier circle to answer: RFI’s (questionnaires), RFQ’s (grids) and RFPs (RFI’s, RFQ’s and download/upload documents.

Invite supplier(s) steps[edit]

Within <Supplier circle> click icon <Add> to access supplier database. Search suppliers with free text or using advanced search by clicking <on the corresponding icon> or using the filter search <the corresponding icon>.

You can add one supplier at a time by clicking <Add to current project> or select several accounts and add them using the <corresponding icon> drop menu, selecting <Add to current project> option and validating via <the corresponding icon>. The supplier circle will display all invited suppliers.

You can invite more than one contact of the same company. The second contact invited is automatically assigned as a Supplier substitute and can assist the first contact in completing the quotation grids and/or questionnaires.

In the analysis, the answers of both contacts are considered as one single offer from the company.

Supplier settings[edit]

Follow the steps to set role types.