Sourcing

Learn how Sourcing works within Unimarket and how you can create, view, and update Sourcing requests.

  • 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 & Creation Access Scr...

  • Edit/Cancel a Bid Request

    The creator of a bid, 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...

  • 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...

  • Export Supplier Responses from a RFQ

    Export supplier responses from a RFQ to analyze submissions offline, share with stakeholders, or archive for audit purposes. This is typically used after suppliers have su...

  • 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 ...