Inviting vendors 19

• How to review vendor applications
• Understanding compliance sign-offs
• How to invite a marketplace vendor
• Understanding vendor statuses
• How to review questionnaire responses

See all 19 articles

Managing vendors 14

• Understanding the vendor listing
• How to search the vendor listing
• How to access a vendor profile
• Understanding the vendor profile
• How to use custom views

See all 14 articles

Communicating with vendors 2

• How to send vendor messages
• How to view announcements

Working with projects 4

• What is a project?
• How to create and modify projects
• How to create folders within a project
• Project Settings and Permissions

Creating procurement schedules 19

• Procurement Schedule Overview
• Procurement Schedule Templates
• How to Create a Procurement Schedule
• Procurement Schedule Views
• How to Create and Manage Column Groups

See all 19 articles

Sending RFQs 9

• What is a Request for Quotation?
• Understanding RFQs
• How to create an RFQ
• How to upload documents to an RFQ
• How to add services to an RFQ

See all 9 articles

Managing sent RFQs 8

• How to Assign a New RFQ Owner on Open RFQ
• How to manage quoting periods
• How to Remind Vendors to Quote
• How to allow vendors to update quotes
• How to correspond with vendors

See all 8 articles

Managing contract deviations and special conditions 5

• How to accept a contract deviation request
• How to suspend a contract deviation request
• How to create a special condition
• How to accept a special condition
• How to update a special condition

Analysing RFQ responses 3

• How to Review RFQ Responses
• How to Review, Analyse, and Normalise the Pricing Schedule
• How to Check When an RFQ was Declined

Using approval workflows 6

• What is an approval workflow?
• How to prepare an approval
• How to create and modify approval workflows
• How to complete an approval request
• How to track approval progress

See all 6 articles

Raising an award from an RFQ 1

• How to recommend a vendor for award

Evaluating vendors 4

• Understanding evaluations
• How to create an evaluation template
• How to create an evaluation assignment
• How to perform an evaluation

Engaging vendors 4

• How to use the browse panel
• How to engage a vendor using the browse panel
• How to cancel an engagement
• How to engage a vendor within an RFQ

Generating reports 9

• Compliance documents report
• Vendor contact details report
• Questionnaire sign off report
• Approval instances report
• Payment details report

See all 9 articles

Organisation administration 54

• How to Check if a Vendor has Started an Onboarding Application
• Change of Ownership vs. Deleting the Vendor Account to Issue a New Invitation
• Understanding panels
• Understanding project groups
• Understanding automatic vendor suspension

See all 54 articles