×
Menu
Index

Pre-Bid

 
Pre-bid records allow you to outline procurement strategies before creating individual procurement and online bid records. When the pre-bid is finalized and approved you can automatically generate multiple procurement records with the click of a button. Pre-bid settings automatically carry over as procurement defaults.
 
Pre-Bid
1

CONTROL PANEL

1. CONTROL PANEL
2

BREADCRUMBS BAR

2. BREADCRUMBS BAR
3

HEADER TOOLBAR

3. HEADER TOOLBAR
4

RECORD TABS

4. RECORD TABS
 
In addition to standard records tabs, Pre-bid records also have a Bid Items tab. See Bid Items Tab for more information.
5

HEADER

5. HEADER
 
6

BIDDER MATRIX TABLE TOOLBAR

6. BIDDER MATRIX TABLE TOOLBAR
 
Display Dropdown - This dropdown list filters the records displayed in the table. The choices are "-- All --" (the default), "Active Bidder Matrix Only", and "Inactive Bidder Matrix Only".
7

BIDDER MATRIX TABLE

7. BIDDER MATRIX TABLE