Create a Tender from the Jobs Area
Use these steps to create a tender from the Jobs area.
To create a tender from the jobs area, complete the following steps:
- Click to search for the job.
- Hover over the job number then click the $ sign to display the job Financials page.
- On the Purchases tab, ensure that at least one estimated purchase has been entered.
- Click Create Tender.
- On the Tender page, enter a name for the tender in the Tender Name field. It must be a minimum of three characters long.
- Provide information for all other fields as needed.
- Click Create to create the tender. TrafficLIVE automatically assigns a tender number to the tender in the Tender # field and pulls the line items from the job into the tender.