How to create supplier bids

This function facilitates the process of obtaining ‘Bids’ from Suppliers for work from your agency.

Video Tutorial: 

Steps:

1. Navigate to JOBS > Estimates. 
2. Select the JOB NO. that needs a Supplier Bid.  
3. Select the Task Type.
4. Select CREATE BID.
5. Enter the date Date that Responses are Required By.
6. Select ADD SUPPLIER. 
7. Select or Add the Suppliers to request to bid. 
8. Select OK.
9. Select Contacts on each Supplier to ensure the correct contact is assigned for the bidding Suppliers.
10. Select the Notes hyperlink to add any notes that need to be conveyed to
    the suppliers about the bid requests.
11. Select each of the Suppliers.
12. Select SEND REQUEST.
13. When your supplier receives the ‘Supplier Bid Request’   it includes a button CREATE RESPONSE.
    1. The Supplier clicks the CREATE RESPONSE button – which loads a web page for the Supplier to provide their bid response:
    2. So that your supplier’s response is official, they are required to upload their company logo file.
    3. After completing the response information, the supplier clicks the SEND RESPONSE.
14. An email alert is sent to the agency employee who requested the bid notifying them that the supplier has responded.
15. Details provided by the Supplier ie the amounts/details of bids will appear on the supplier bid screen.
16. From the Supplier bid screen, you can:
    1. Reject the bids you are not accepting.
    2. Assign the selected supplier as ‘Preferred’ by checking it and clicking the PREFER button. This action will also allow you to update the estimate with the bid values provided by the preferred supplier.