Adding Suppliers to an RFQ:
There are two ways to manually add a suppliers to a request:
Using a pre-made Supplier Group. To add suppliers using a group, scroll to the Suppliers Invitation section of the RFQ, and select the group you'd like to add your request. This will add all suppliers from the group to the RFQ automatically.
Using the Add Suppliers button. This allow you to search your existing suppliers or create and invite a new supplier.
When searching for existing suppliers, you can search by Title, Email, Group, Tag, or Business Classification. Then mark the checkbox next to any suppliers you would like to invite and click Add.
Removing Suppliers from an RFQ:
*Note: Suppliers may only be removed from a request while it is in Draft status. Once a request has been opened for bids, suppliers can not be removed. Suppliers may be added at any time prior to a request closing.
To remove a supplier from a request, click the trash can icon to the extreme right of their name. You can add those suppliers back to your RFQ at any time by selecting them under the REMOVED tab and clicking the clock icon.
Please don't hesitate to reach out to us at email@example.com if you have any questions.
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