This article explains the different stages of the procurement process and directs you to specific tasks.
Creation
The initial setup phase where the buyer defines the scope and type of the procurement event (Request or Tender). This includes options for practice runs or using templates.
Approval
If your enterprise has this feature enabled, the Request may need to be formally approved before it can be released to suppliers.
Management (Open)
The phase after the Request is posted but before it closes. Buyers can communicate with suppliers, invite new suppliers, or modify key dates/details.
- Editing a Request or Tender
- Inviting more Suppliers to an Open Request
- Send a Message to Suppliers on an Open Request
- Answer or Delegate Supplier Questions on a Request
- Withdraw a Request or Tender by making it Inactive
- Viewing the Statistics for a Request
- Transferring a Request to Another User
- Accept a Late Submission from a Supplier
- Extend or Reopen a Request/Tender Closing Date
Supplier Interaction
Covers how suppliers access, view, and interact with the posted Request or Tender on their platform.
Supplier Response
Details the methods and actions available to suppliers when submitting, editing, or declining their formal response to the Request or Tender.
How Suppliers Respond to a Detailed Quote using QuoteBuilder
Suppliers can submit multiple responses to a request or tender
Viewing Responses
Once the Request closes, the buyer can access and communicate regarding the submitted responses.
Evaluation & Finalisation
The final stage where responses are formally assessed using various methods, a selection is made, and the Request is closed out.