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Invite suppliers in Sourcing Core

Invite suppliers in Sourcing Core

Sourcing Core

This article is only for Sourcing Core

 

This guide offers a step-by-step process for inviting suppliers to a tender when using a procedure that allows supplier invitations.

Note: This guide assumes that you have created a tender that allows for supplier invitations, such as a 'Below Threshold' tender.

To invite suppliers:

  1. Click on the ‘Suppliers invite’ card

    Step 1.jpg

  2. Add suppliers by clicking on the ‘Add suppliers’ button

    Step 2.jpg

  3. Enter the email addresses of the suppliers, separating them with a comma, space, or line break, then select ‘Add suppliers’.

    Step 3.jpg

    1. Alternatively, you can search for suppliers by their company name, email address, or registry number, select them from the search results, and then click ‘Add suppliers’.

      Step 4.jpg

  4. The invites will be saved as pending until the tender is published.

    Step 5.jpg

Having followed this guide you should now have a tender with pending supplier invites ready to be sent out when you publish your tender. You can follow our guide on How to set up a tender if you haven’t provided the tender with the necessary tender information or uploaded documents yet.