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Function documentationXPress Request Bidding Locate this document in the navigation structure

 

The Bidding tab appears when an XPress request is opened for bidding.

On the Bidding page, you can:

  • View invited suppliers' response status

  • View information about the supplier

  • View bidding details for all line items

XPress Request Awards

You can only see the Awards tab after you have awarded the XPress request to a supplier.

On the Awards page, you can review the XPress request supplier award.

Opening an XPress Request for Bidding

If an XPress request requires an internal review, you can open it for bidding after it is reviewed by a CSR. If it does not require internal review, you can open it for bidding at any time after all required information is entered.

When you open a request for bidding, the request is distributed to the selected suppliers, who must respond before the request due date.

To open an XPress request for bidding, choose the Change Phase button in the XPress request toolbar and select Open for Bid from the phase menu.

Reviewing Bids for an XPress Request

The Bidding tab is displayed when an XPress request is opened for bidding. You can review current bidding details throughout the bidding process.

To review bids, go to the Bidding tab, under Supplier Bids, and review bidding details for each line item.

Activities

Awarding an XPress Request

After one (or more) supplier responds to the XPress request with a bid, you may award the XPress request.

You can only award an XPress request to a single supplier. You are not required to award all line items in the request.

Note Note

You can only award an XPress request when it is in Edit mode.

End of the note.

  1. On the Bidding page, in the XPress request toolbar, choose the Change Phase button and select Ready for Awarding from the phase menu.

    Note Note

    This phase change occurs automatically when the request reaches the quote due date and time.

    End of the note.

  2. Under Suppliers, select one supplier and choose Award.

  3. Follow the steps in the wizard to select the line items, options, and quantities to award.

  4. In the final screen, choose Finish. The bidding suppliers are notified that an award has been made.