Quotes and Bid Requests

Creating RFQs and Bid Requests

Requesting Quotes

  • How Do I View My Quote?

    The location where a quote can be viewed is dependent on how the quote was initiated and submitted by the supplier. There are two primary scenarios: Quotes Submitted in Res...

  • Review the Status of an RFQ

    The status of a quote can be reviewed by accessing the View Requests for Quote screen. Accessing the Requests for Quote ScreenNavigate: Go to the Marketplace module > selec...

  • Requesting a Quote (RFQ)

    If your community has the Request For Quote (RFQ) feature enabled, users with the Create RFQ role can create RFQs for individual or multiple suppliers. However, the RFQ set...

  • Viewing & Accepting RFQs

    Users with the Create RFQ role are able to view and accept quotes once a supplier has submitted a response to a Request for Quote (RFQ). Viewing RFQs and QuotesNavigate: Go...

  • Accepting & Declining Supplier Initiated Quotes

    Suppliers may initiate quotes directly within Unimarket, in response to requests sent outside the system (e.g., for specialized products, discounted bulk orders, services, ...

  • Submit RFQ from a Supplier Catalog

    Community Buyers may find the Get Quote icon next to specific items within a supplier's catalog in the Marketplace. This option is assigned by the supplier when they create...

Sourcing

  • Sourcing Administration Module

    The Sourcing Administration screen allows users with the Community Administrator or Community Management role to manage and configure various settings for the Sourcing modu...

  • Create a Bid Request

    If the community has the Sourcing module enabled, users with the Bid Requests role can create and manage Bid Requests (RFQs, RFPs, or RFIs).   Access and Creation Access S...

  • Edit/Cancel a Bid Request

    A bid requestor can edit a bid request (e.g., adding suppliers, updating requirements) before, while the issue date is current, or after the response date has passed. Cons...

  • Uploading Sections to a Bid Request

    The Sourcing module simplifies the creation of item and requirement sections. Allowing users to upload large sets of bidding requirements via a CSV spreadsheet. This proces...

  • Viewing & Awarding a Bid Request

    This guide covers the critical stages of a Sourcing Event (RFX), from managing the internal evaluation team to viewing supplier submissions and finalizing the award.   Acc...

  • Sending Supplier Messages on a Bid Request

    Effective communication with suppliers during a sourcing event, ensures that suppliers receive pertinent community information/updates and that the bidding process remains...