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Inviting suppliers to a tender.

Prospeum Support Team
Updated

 

Procedure

1. Click on "Invite Suppliers" at the top.

2. Review the list of suppliers already stored in the SRM system.

3. Browse the list or filter by commodity groups.

4. Select the desired supplier and click on "Invite to Project."

5. Decide whether to invite all contacts or only specific contacts, then click "Invite to Project" again.

6. The supplier will receive an invitation.

  • If the tender is not live yet, it will display: "Supplier will be invited."
  • If the tender is already live, it will display: "Supplier has been invited."

7. You can also invite suppliers to a tender who are not yet included in the supplier management. To do this, simply click on "Invite via Email."

8. Enter the supplier's name, such as "Challenger A Supplier," if it doesn't already exist.

9. Click on the name to enter further information (no details are required).

10. Click "Invite via Email" to invite the supplier. This process is the same as with other suppliers. This way, you can quickly and easily invite suppliers to your tender.

1. Click on "Invite Suppliers" at the top.
2. Review the list of suppliers already stored in the SRM system.
3. Browse the list or filter by commodity groups.
  4. Select the desired supplier and click on "Invite to Project."
5. Decide whether to invite all contacts or only specific contacts, then click "Invite to Project" again.

6. The supplier will receive an invitation.

  • If the tender is not live yet, it will display: "Supplier will be invited."
  • If the tender is already live, it will display: "Supplier has been invited."
7. You can also invite suppliers to a tender who are not yet included in the supplier management. To do this, simply click on "Invite via Email."
8. Enter the supplier's name, such as "Challenger A Supplier," if it doesn't already exist.
9. Click on the name to enter further information (no details are required).
10. Click "Invite via Email" to invite the supplier. This process is the same as with other suppliers. This way, you can quickly and easily invite suppliers to your tender.