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.
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.