Tenders Procedures
Use these procedures when working with tenders.
Related topics:
- Create a Tender from the Quotes Page
Use these steps to create a tender from the Quotes page. - Create a Tender from the Jobs Area
Use these steps to create a tender from the Jobs area. - Create a Tender from the Purchasing > Tenders Page
Use these steps to create a tender from the Tenders page. - Add Line Items to a Tender
Use these steps to add line items to a tender if you have NOT created the tender from a quote or a job. - Assign a Supplier to a Tender
Before you can add prices to the line items listing in the tender, you must select the suppliers. - Issue a Tender
A tender output is separated by supplier. If a tender includes multiple suppliers, you must create multiple PDF outputs. - Enter Prices from the Supplier
Use these steps to enter prices from the supplier. - Enter Foreign Currency Prices from the Supplier
Use these steps to enter foreign currency prices to the tender. - Add Tender Prices to a Quote
You can pull the supplier price directly into the Quotes page. - Award a Tender from the Tender Compare and Award Tab
You can confirm the supplier to whom you want to award the tender on the Compare and Award tab. - Create a Purchase Order from a Successful Tender
You can create a purchase order from the Compare and Award tab.
Parent Topic: Purchasing Procedures