The Bid Management section simplifies the bid process across different RFQs
Although the QuoteCQ user can handle a specific RFQ bids from the Material Costing tab, the Bid Management not only provides visibility on the existing Bids across multiple RFQs, but also allows them to perform certain actions in one or multiple bids.
Bid Information visibility
The Bid Management will give you a quick overview on the Bid per RFQ, including the Supplier Name, Supplier Contact who received the Bid, QuoteCQ user who sent the Bid, number of lines sent, Sent Date, Submitted Date and Status.
Actions to perform
Please note, you can only perform actions on Open Bids, meaning that if the Bid is Submitted or Submitted-Late, no action will be available.
In order to perform any action, you need to select the Bids first from the left-side tick.
The actions you can do are as follows:
- Cancel Bid
- Close Bid
- Change Due Date
- Change Bid Note
- Send Reminder
Shortcuts
Certain actions are accessible from shortcuts placed in the right side column:
- View bid: will take you directly to the Assembly's Material Costing tab, filtered by the specific Supplier bid.
- Send Reminder
- Cancel Bid