You edit the details of a tenderer for a particular work package to update the contact and transmission method. If the work package has already been sent for tender, you can add the details of the quote from the subcontractor.
To edit the details of a tenderer:
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Navigate to the project or enquiry.
You can search for projects and enquiries using the Search Projects or Search Enquiries links in the Activity Zone. Projects and enquiries that you are linked to also appear on the History tab on your contact record, and in the Projects and Enquiries dashparts in the Personal Zone.
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Click the Tendering tab.
If the Tendering tab is not visible, click
more to display all available tabs.
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Click
to expand the work package that you want to modify.
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On the Organizations tab, click
for the organization that you want to edit.
The Edit Target Organization Details form displays.
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To add or change the contact within the organization to receive the invitation to tender, use the
Select contact list to select a recipient.
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To change the document transmission method, use the
Method list to select one of the following options:
| Method
|
Description
|
| Download
|
Select this option to send a link to a download page via email. This page enables the nominated contact to download the tender documents, and enter their response.
|
| Email
|
Select this option to send the documents via email attachments to the nominated contact.
|
| Hard Copy
|
Use this option to print the accompanying tender letter. You must manually send the other documents through the post, either as printed documents, or via another hard copy method.
|
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If the subcontractor has provided a quote, use the
Reconciled Quote field to enter the quote value. You can also enter additional details about the quote in the
Quote Notes field.
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Click
Save Details.