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In the bidding system, procurement units can save created notifications

Status
colourPurple
titleTendering

This article applies only to the module Tendering.

In Mercell Tendering & Bidding, you can store already created notices as "templates". Templates can be used either within one's own procurement unit, or they can be distributed to all or only selected procurement units if desired.

  • You can find your own templates in the "My templatesTemplates" folder  

  • Shared templates can be found in the "Shared templates" folder  

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NOTE! attachment files appear on the front page of the template, not the template attachments and links inside the template.

image-20240808-140352.pngImage RemovedScreenshot 2024-10-16 at 08.48.57.pngImage Added

 

IMAGE: Editing information for the template, mandatory information is the name and description

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  • Not shared 

    • You only make a template for your own procurement unit 

  • Distributed to all procurement units

    • You make a template that is distributed to all procurement units 

  • Distributed to selected procurement units

    • You select the procurement units to which you want to distribute the template with the "Select procurement units" button 

    • Search (1) or select the procurement unit from the list to which you want to distribute the tender request with the ">" (2) button, or select all at once (3). After this, a box also opens on the right (with the title: Procurement units to which the document has been distributed) 

      • The selected procurement units are shown in the list on the right. If you want to remove a procurement unit from the list, select it from the list on the right and return to the "Found procurement units" list by clicking the transfer button 

  • When the procurement unit has moved to the right-most box, press the pop-up window on the upper right corner

  • The view returns to the "Copy as template" view (the same one that was selected for the selected procurement units)

  • Click save and the system will notify you that the save was successful

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IMAGE: Choose to whom the template will be distributed, you can search for the procurement unit by entering part of the procurement unit's name in the text field

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