Info
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If you want to create a RFx, from the level of the sourcing> list of RFx click on the new multi-round RFx. In the new window, the system will allow you to enter the name of the RFx.
The process of configuring the RFx consists of several steps. The first one is the configuration of the main settings. As part of this step, complete the data in the following sections:
General information
Currency
RFx comission
IMPORTANT
All RFx settings are common to all rounds. The parameters can be changed at any stage. The only parameter that can not be changed at a later stage is the currency.
In the general information section of the system, you can give the name and description of the procedure and complete the necessary data such as:
Type of RFx: a drop-down list that allows you to complete the correct procedure.
Status - it is automatically set to the value in preparation. It will automatically change to the senders' invitations for the first round sent at the time of sending.
Purchase categories - allows you to specify the purchasing category that is involved (required field). The value is taken from the demand by default.
Organizational units - allows you to select the unit for which the purchase is made. The value is taken from the demand by default.
In the currency section, the system allows you to edit the following fields:
Value type - allows you to select the value of net or gross offers. Default gross value.
Currency of offers - allows you to select the appropriate currency (from the list: PLN, USD, GBP, EUR, CHF), in which offers will be submitted. The default setting is PLN. The buyer may add a different currency (from the above list), in which the suppliers will be able to submit an offer by clicking the add currency button and define how to convert offers relative to the main currency.
Defined unit - allows you to choose your own unit of a given item, e.g. a rebate.
In the section, the RFx comission, buyer may add team members to the proceedings. Automatically the person responsible for the RFx is the person who created the RFx, but it is possible to change.
Each company's employee who has an account on the platform can be added to the RFx commision. In the field add a new colleague, simply enter his first and last name, and you will be able to add a specific person.
By default, only the buyer has the option of editing the proceedings. Team members have access to all rounds and bookmarks as part of the RFx:
The next step is the configuration of the first round of RFx. It is created by the system by default, to go to it, click its name. Then configure the parameters of the round.
Also check: