Step 1: Add the New Contact in Configurations
Before updating bids, the new supplier contact must first be added in Configurations.
Navigate to Configurations.
Filter for the appropriate supplier.
Add the new contact.
Associate the contact with the correct company.
Step 2: Add a Contact Across Multiple RFQs
Use this process when the supplier contact needs to be added to open bids across multiple RFQs.
Go to the Bid Management page.
Filter by supplier.
Select all open bids that require the new contact.
Click Update Bid.
Add the new supplier contact.
Step 3: Add a Contact Within a Single RFQ
Use this process when updating bids for a supplier within one RFQ.
Navigate to Actions > Bid Sheet > Show Status.
Filter by supplier.
Select all open bids for that supplier that require an update.
Click Update Bid.
Add the new supplier contact.
Requirements and Limitations
This action can only be completed on bids that meet the following criteria:
Bid Due Date Must Be in the Future
The bid due date must be in the future to add or update a contact.
If a bid is past due, update the bid due date before adding the contact.
To update the due date:
Filter for the applicable bids.
Select the late bids.
Click Update Bid Due Date.
Set a future due date.
Bid Status Restrictions
Contacts cannot be added or updated for bids in the following statuses:
Submitted
Closed
Revoked
Cancelled
Draft Status
Draft bids can only be updated if the bid is not past due.
If the draft bid is past due, navigate to the RFQ and update the bid due date before making changes.
Additional Information
Newly added contacts will automatically receive a bid request email notification.