eRFx: Create an Opportunity
- From My Office > eRFx > Manage Opportunities, you are able to create a new opportunity.
- Click the “ADD NEW OPPORTUNITY” to initiate a new eRFx.
- Complete the “opportunities details” page with details of the opportunity.
- Click on the “NEXT – QUOTE ON” button to continue.
- Capture the individual line items that need to be included for the bidder to quote against. Alternatively, if the list of good/services is long, you could request the bidder to include the details in an attachment that can be uploaded via the upload tool on the previous page.
- Remember to be very clear and specific in terms of Unit of Measure to quote on, and Quantity required, to ensure that bidders understand how you require them to quote.
- Click on “SUBMIT” to continue.
You have the option to display the opportunity to the public Platform notice board, or limit to your connected suppliers only (Your supply chain). Specify as required.- A buyer can also select companies based on products and/or services from the Find Companies page, and use the bulk send eRFx function to target these companies only, to receive the prepared Opportunity.
- Select one of the three options and click the “SUBMIT” button to finalize the opportunity.
You have the option to display the opportunity to the public Platform notice board, or limit to your connected suppliers only (Your supply chain). Specify as required.
The confirmation message indicates the you have successfully submitted the opportunity.
- Click “SUBMIT” to continue.
- Provided the opportunity has not started yet, users are able to edit the content and update the opportunity, and also extend the opportunity expiry date. Once the opportunity goes live, a user cannot edit anymore.