Sourcing

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

  • 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...

  • 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...

  • 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...

  • 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

    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...

  • 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...