Creating bids

The bid document describes the specifications and estimated costs of the project. The bid document also contains a list of potential vendors.

1. Select Procurement > Proposals > Bids and add a bid.
2. On the General tab, enter the bid name and other details.
3. On the Cost Form tab, add the products or services for the project.
4. On the Vendors tab, add the vendor companies participating in the bidding process.
5. Create a draft and issue the bid.

Results

If the distribution list contains reviewers, the bid is sent to the reviewers and the status of the bid is changed to review in progress. After all reviewers approve the bid, the status of the bid is changed to issued.