Adding a Contact in Material Costing:
- Navigate to the Material Costing tab.
- After selecting the lines you would like included in the bid, click on Edit, then Add to Bid Sheet (a popup will open)
- Within the popup, select + Add Contact
- Next you will need to choose the Supplier you would like to add the contact for. Then click the + button next to the Supplier Contact drop down.
- Finally, you will need to add the person's name and email address, as well as any other information you would like to include. Then click Save.
- Once you have Saved the contact, you can go back to the Bid Request popup and choose the contact from the dropdown.