Finalizing a Request or Tender will lock in your response selections and you will no longer be able to edit the Request or your decision. You can finalize a Request or Tender once you have selected or declined all responses (and had these selections approved if required).
An email will be sent to each supplier you evaluated (except for those you specifically exclude from receiving an email) advising them of your decision on their submission(s). Any feedback you may have included for them will be added to this email. In all instances, your decision and feedback on their submission will be visible from within their account.
Finalizing Your Request
- To view the responses you received on your Request you will need to click on the green people icon against the Request.
- You will need to have either selected or declined each Supplier response.
- To finalize the request, click the Go to Finalize button at the top of the Responses page.
- To finalize, click the Finalize this request button at the bottom of the page.
- Suppliers will then be advised of your decision by an account notification and an email (unless you have deselected the email notification option at the response selection step).
Issue Docs
- Once the request has been finalized, the Buyer will have the ability to send a document, such as a Purchase Order, to the supplier using the Issue Docs button against the successful supplier.
- You can select the Click to select... button and attach any document from your computer you like to the response.
- Once uploaded, you can check the box under the Supplier can access heading to make the document accessible to the supplier. They will be sent an email advising them of this document and they can login & download the document against their response.