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Sourcing item (Basic RFx)

Sourcing item (Basic RFx)

Owned by Andrew Colella
Mar 05, 2025
4 min read

Sourcing

This article is only for Sourcing

The sourcing item tab defines the objects to be acquired, i.e. the products and/or services that are being procured and for which you want to request a price in response. 

  • The acquisition object is added by pressing the "Add new item" button located under the heading Objects

    • The "Item details" window opens

Sourcing item - add new item.png

Item details

  • Enter

    • Item name: the product/service you are purchasing

    • Quantity to procure/be acquired

    • Unit

 

Screenshot 2024-10-22 121146.png
Enter item details

 

Item criteria

The desired number of criteria can be defined for each procurement object. This criteria can be used for asking specific questions or for setting minimum standards for the product/service.

Add a criterion by clicking on the button ‘Add a criterion’

  • Text or yes/no type criterion can be set for the item. 

    • If text is selected as the criterion, the bidder can enter the text in the field in the respective Supplier Portal. You may define the field as mandatory, in which case the response cannot be submitted if text has not been entered.

    • If the criterion is of the yes/no type, the tenderer may only choose between the two options. You may define the "yes" option as mandatory, in which case the response cannot be submitted if "yes" has not been selected.. 

 

Add criterion.png

 

  • When the desired criteria have been entered, the "Save" key is pressed

  • The saved criterion can be deleted by clicking the ‘Delete item’ button

  • The order of the criterion can be changed by dragging each criterion up or down, by clicking on the arrow mark on the right side of each criterion

 

Drag Criterion.png

 

  • If required, it is possible to edit the criterion saved for the item by pressing the "Edit item" button

  • It is possible to delete the entered object and the related criterion with the "Delete item" button

Edit and Delete criterion.png

  • It is possible to enter a new item with the "Add new item" button

 

Add another new item.png

 Place of performance

Select a place of performance by clicking ‘Select NUTS code’. This will help potential suppliers to find your request by the place of performance.

 

Place of Performance.png

 

The main CPV code

Select the relevant CPV code for the object to be acquired. This will help potential suppliers to find your request using the CPV code.

 

CPV Codes.png

 

Response evaluation criterion

Choose which response evaluation criterion to use

  • The Cheapest Price  

    • The system assigns a sequence number to the answers on the comparison table based on the lowest price

  • The Highest Price

    • The system assigns a sequence number to the answers on the comparison table based on the highest price

  • Priority

    • Enter order information by clicking "Add order information". Each item can be organised according to priority by dragging it up or down

 

If you do not want to show the comparison basis to bidders, click "Hide the evaluation criterion in the request shown to responders"

Response evaluation criteria.png

 

Sourcing item details

Partial responses are accepted

  • If the selection is turned on, the tenderer can decide which items they offer. 

  • If partial bids are not accepted, the tenderer must offer all defined objects

Additional information

  • If necessary, provide additional information about the object of purchase 

 

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