(Participant) Quick RFQ - Information
When Create Quick RFQ title under the Quick RFQ main title is clicked, five setup steps are displayed on the opened page. All necessary steps for event setup must be followed sequentially to completion.
The areas to be filled in the "Quick RFQ Information" section are indicated with an asterisk. If any of the specified areas are incomplete, the next step cannot be proceeded to.
Title: The title of the proposal. The title defined in the relevant area is used in listing screens and email announcements.
Company: The companies where the user performing the action is defined are listed in the relevant area. In cases where users have authorization for only one company, the relevant area displays information for the single company and the relevant company is selected as default.
Authorized Person: The information of the user performing the action is automatically assigned to the relevant area. Users affiliated with the company are listed, and changes to the authorized person can be made.
Organization Unit: The organization unit is automatically assigned based on the company to which the user performing the action is affiliated.
Bid Direction: The area where the bid direction selection is made. For Purchasing Events, "Reverse" should be selected, and for Sales Events, "Forward" should be selected.
Template: It is the area where the templates created in the Quick RFQ Template List are displayed. The Standard Template is displayed by default. Only templates that are in an Enable status can be selected in the relevant area. Selections are made from this area will appear in the "Item List" step.
End Date: It is the area where the date and time information of the event's end is entered. Manual input can be made in the relevant area or selection can be made from the calendar icon.
Sealed Bid: It is a type of RFQ where participants' information entries are kept confidential until the Bid Opening date.
When this area is open, you need to determine the "Sealed Bid Opening Date".
When enable, until the specified date, bids, other information entries, and documents cannot displayed by Buyer and Promena users.
Document Upload Requirement: When the Document Upload Requirement is enable, participants will not be able to submit their bids without uploading documents.
When the document or documents requested from participants affect the bid entry, this should be activated. The control of the document content is the responsibility of the Event Authority.
Internal Notes: It is the area where information is entered to be shared with users affiliated with the company. Notes written in this area cannot displayed by participants.
Note to Participant: It is the area where information is entered to be shared with participants. Notes written in this area can displayed by participants.
To proceed to the Line Item List step, click the "Continue" button. At this step, a Quick RFQ is created. It is in the Setup status. A singular ID number is assigned by the system for each created event.
The "Continue" button is used to proceed to the next step. To switch between completed steps, the title of the relevant step can be clicked on the "Steps Line".
When an event is created in the Setup status, it can displayed in the Quick RFQ List.