Inviting more Suppliers to an Open Request

  • Updated

You can add and invite more Suppliers to a Request or Tender after it has been posted, as long as the close date and time has not passed.

Prerequisites

You must be the user who created the Request or Tender, or have the necessary Admin role.

Steps

  1. To edit the open Request or Tender, click the three vertical dots icon to the right of the item.
  2. Select the Edit this request option from the pop-up menu.
  3. Go to the Select Suppliers tab.
  4. Optionally, select more Categories or Supplier Lists if needed.
  5. Click Suppliers to display the list of available Suppliers.
    • Note: Suppliers already invited will be highlighted with a grey background and cannot be unselected.
  6. Select any new suppliers you wish to invite.
  7. Click the Use these suppliers button at the bottom.
    • Note: New suppliers who are saved but not yet posted to will be highlighted in green.
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  8. Make any other necessary changes to the request.
  9. Go to the Save and Update tab.
  10. In the Notify Suppliers of Changes? textbox, you can enter a message that will be sent to all Suppliers on the request and added as an Update.
    • Note: Newly selected Suppliers will be notified regardless of whether you leave this blank.
  11. Click the Save Changes button at the bottom of the page.

Results / Validation

The newly selected Suppliers have been officially invited and will receive a notification.

What's Next / Related