Contractor Quick Start Guide
VRM Workflows | ||
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How Do I... | Guide | |
1 | Invite a Supplier | How to invite new vendors or suppliers |
2 | Search for Suppliers | How to search the vendor list |
3 | Do a Compliance Review | How to review vendor applications |
4 | Apply a Vendor Tag | How to use vendor tags |
5 | Find additional Supplier profile information | Understanding the vendor profile |
6 | Understand Evaluations | Understanding evaluations |
7 | Create an Evaluation Template | How to create an evaluation template |
8 | Create an Evaluation Assignment | How to create an evaluation assignment |
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Sourcing Workflows | ||
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How Do I... | Guide | |
1 | Create a New Project | Working with projects |
2 | Create a Folder within a Project | How to create folders within a project |
3 | Create a Procurement Schedule in a Project | How to Create a Procurement Schedule |
4 | Create and Manage Column Groups | How to Create and Manage Column Groups |
5 | Create and Manage Columns | How to Create and Manage Columns |
6 | Create and Manage Package Groups | How to Create and Manage Package Groups |
7 | Create and Manage Packages | How to Create and Manage Packages |
8 | Create an RFQ from a Package | How to Create an RFQ from a Package |
9 | How to create a stand-alone RFQ | How to create an RFQ |
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10 | RFQ Step 1: Complete a Job Summary | How to create an RFQ |
11 | RFQ Step 2: Upload Documents to an RFQ | How to upload documents to an RFQ |
12 | RFQ Step 3: Add Services to an RFQ | How to add services to an RFQ |
13 | RFQ Step 4: Review and Distribute an RFQ | How to review and distribute an RFQ |
14 | Recommend a Supplier for Award | How to recommend a vendor for award |
15 | Award a Supplier | How to award a vendor |
16 | Create a "Quick" RFQ | RFx Events (Alpha Release): How to Create an RFQ |
Contracts Workflows | ||
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How Do I... | Guide | |
1 | Create a Contract | How to create a Contract record |
2 | Add Key Dates to a Contract | How to Add Key Dates |
3 | Set Reminders | How to Create Reminders |