Invitations to Tender

Owned by Ellie Townsend
Aug 01, 2024
3 min read

Invitations to tender allows you to send price requests to any of your suppliers.

  1. To create invitations to tender go to the purchasing icon:

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  1. Then you will need to go to the add invitation to tender icon:

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  1. Now the manage invitation to tender grid will open, and you must work through the form. The first step is to enter part, and quantity and then you can fill in the despatch date and comments. Once you are happy press validate or validate and enter a new part if you need this for more than one part.

  1. The next step is to chose which suppliers you are going to request prices from. To do this press select suppliers and tick the suppliers you want, or you can create a supplier by pressing create a supplier. Once these has been added you will see a list of the suppliers who you are going to send these too.

  1. Now that the suppliers have been selected press ‘Validate and print’ and this will output the invitation to tender document.

Process an invitation to tender

Now that the invitation to tender has been setup you can go through the process of accepting it and converting this to be a purchase order.

  1. To start this process go to the ‘forward to purchase order’ icon:

  1. The grid will then open and display all the invitation to tenders which have been raised. You must then click on the action button to enter prices and quantities. Once you are happy with the information press validate.

  1. Now that the price and quantities have been confirmed you can select the line and press ‘process the selection and place an order’

  1. The purchase order will now open and you can check the details and validate.