This article shows Buyers how to search and compare Supplier rate cards to make more informed decisions before creating an RFx.
Prerequisites
You must be a Buyer.
Your enterprise must have access to at least one active and approved Rate Card.
Steps
Click the blue Compare Rate Cards link under the Supplier Lists heading on the homepage. Result: You're directed to the View and compare Rate Cards page.
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On the View and compare Rate Cards page, use the four search fields to input your desired search terms. You can use one or more fields, or leave them blank to find all Rate Cards.
Lists: Select one or more relevant Supplier Lists.
Rate Cards: Select one or more relevant Rate Cards.
Products or services: Search for a specific product or service.
Unit Type: Search for the unit type stipulated in the Rate Card (e.g., hourly rate).
Tip: If you are searching across a large number of lists or Rate Cards, you can type within the field to refine the displayed results (e.g., typing Builders Trade to bring up the Builders Trade list).
Click the blue Search button. Result: The Rate Cards comparison page displays relevant results.
Results / Validation
On the Rate Cards comparison page, relevant results will be displayed:
You can sort the results by clicking any column header.
To view a Supplier's profile, click their name under the Supplier column.
To view a specific Rate Card, click its name under the Rate Card heading to the far right of the screen.
If enabled for your user type, you can export a copy of the report as a CSV file by clicking the Download results button on the top right corner of the page.
Limits & Notes
The option to download the Rate Cards report can be enabled and disabled for specific user types by the Super Administrator under the Manage Access settings in the Manage Rate Cards section.