BCQ User How To
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      QuoteCQ: How to add/update Bid notes on the Bid Management Tab

      What is it?

      Users can update multiple Bid Notes by using the column filters on the Bid Management Tab.

      For Multiple Suppliers Linked to One Assembly:

      1. Access Bid Management: Go to the Bid Management screen where all your bids are listed.

      2. Filter by Assembly: Use the assembly number as a filter to pinpoint the relevant bid.

      3. Select Suppliers: Check the boxes next to the supplier lines you want to update.

      4. Choose 'Change BID Note': Click on 'Change BID Note' in the 'Action' menu.

      5. Edit Notes: The pop-up Note screen will appear. Make your changes and save.

      For One Supplier Linked to Multiple Assemblies:

      1. Go to Bid Management: Again, head to the Bid Management screen.

      2. Filter by Supplier: Use the supplier name as a filter this time.

      3. Pick Assemblies: Select the checkboxes for the assemblies you're interested in.

      4. Access 'Change BID Note': Click 'Change BID Note' in the 'Action' menu.

      5. Modify Notes: The pop-up Note screen will appear. Edit your notes and save.

      Once you've made changes, suppliers will see the updated notes. If the bid was sent, suppliers get an email notification.

      1. You can update notes for bids with these statuses: Open, Sent, Draft, In Progress, and Partially Submitted.

      2. Please note that it will change or modify the existing BID Notes with the new update note.

      Take control of note updates with 'Change BID Note' for efficient bid management!