Quotes and Bid Requests
Creating RFQs and Bid Requests
Requesting Quotes
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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...
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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...
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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...
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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...
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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, ...
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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
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Collaborator Permissions for Bid Requests
These roles define what a user can see, edit, or communicate within created Bid Requests and RFPs. Core Access Roles Role Name Access Description Read Allows the us...
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Edit Bid Requests
A bid requestor can edit a bid request (e.g., adding suppliers, updating requirements) either before or while the issue date is current, or after the response date has pas...
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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...
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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...
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Viewing & Awarding a Bid Request
Once a Bid Request is issued, communities can communicate with suppliers, review and evaluate responses via scorecards, and ultimately award the bid to the desired supplier...
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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...