Preview and publish
- Lars Hecker
Analytics
Sourcing
This article only applies to Sourcing
The preview and publish tab allows you to review the created request, check that the information entered is correct and publish it. It is also possible to print/save the request in PDF format or send the request by e-mail for preview. (See more in the article "Send preview by email")
If some mandatory items are missing, you will see a highlighted red triangle next to the relevant section. A request cannot be published if there is mandatory information missing.
Click on the relevant section that has been marked as missing information. A drop down section will indicate which mandatory field has not been filled out. This will be marked with the text ‘Mandatory information’ in red.
By pressing the red "Mandatory information" text, the system directs the user directly to the part of the form where the information is missiing. Mandatory information must be entered, after which the you can go to the "Preview and Publish" tab again to review the information
If all mandatory fields have been filled and the form has been previewed as correct , a Publish/send (Select publishing targets) section will appear to the right side of the form. Click this to publish to select the publishing targets.
Mercell Supplier Management
Click on “Choose suppliers” to search for suppliers on the basis of the activity category.
If the publication of the notice is targeted at specific suppliers, check the box marked ¨Send by email (enter addresses)”. In this case, the notice will not be displayed in the list of open requests in the Supplier Portal.
In the form that appears enter:
Recipients´ email, with each email address separated on a new line
Message heading
Message text
Message documents
*Note that the name of the request, the person requesting the response, the publication data and the address for leaving a response will be automatically added to the message)
If all fields and publishing targets have been finalised, the request can either be published by clicking “OK, publish” or it can be saved without publishing by clicking “Save, do not publish”
NOTE! The system always displays information about the successful publication of the request, in addition to which you will also receive an email confirmation!
