To create an RFP, follow these steps:
- Click on sourcing.
- Click on purchase requisition.
- Click the dotted action button on preferred line item.
- Click create button.
- Select team lead using dropdown.
- Select sourcing team using dropdown.
- Describe project in note.
- Select RFP from the list.
- Input tender validity in days.
- Select the desired technical and commercial weight for the project.
- Click create details.
Fig.234 create sourcing screen.
NB:
- This will show as a draft item on the sourcing project document log.
- Click the action dots to view and continue filling the form on the following pages: overview, technical requirement, commercial requirement and invite vendors.
Fig.235 newly created sourcing project showing as draft item under sourcing project, clickable draft item is annotated with red arrow.
Overview Screen:
The following information are captured on this page:
- Requisition details
- Log table
- Requirement description
- In-house estimate,
- Qualifying percentage
- Option to upload a document
Fig.236 overview landing page on clicking draft item in sourcing project.
Technical Requirement:
The KPI questionnaire for Technical requirements are captured on this page.
To add a KPI, you can either choose a different KPI or create KPI. To create KPI, follow these steps:
Fig.237 technical requirement landing screen with create KPI annotated with red.
- select field type using dropdown.
- Input preferred question.
- Input question order (figure).
- Select question importance (rating 1-10) the higher the number, the more important the question.
- Toggle the button to set question as important for supplier. Fig.238 create KPI question popup screen.
Commercial Requirement:
To add a KPI, you can either choose a different KPI or create KPI. To create KPI, follow these steps:
Fig.239 commercial requirement landing screen, create KPI for commercial requirement is annotated with red arrow.
- select field type using dropdown.
- Input preferred question.
- Input question order (figure).
- Select question importance (rating 1-10) the higher the number, the more important the question.
- Toggle the button to set question as important for supplier.
Fig.240 create KPI question popup screen.
Invite Vendors:
This page captures the information of the invited vendors:
- An invite vendor button
- A log table of selected vendors: item, vendor ID, vendor description, email and date invited.
To invite vendors:
Fig.240 invite vendor landing screen.
- Click the invite vendors button
- Choose from the options: vendor category and market research.
- If vendor category was selected then select the desired business category from the dropdown box.
- If market research was selected, then select the desired vendor from the dropdown box.
- Click invite vendors.
Fig.241 invite vendor screen .
Updated screen showing invited vendors
Once the forms are completed:
- Return to the overview page.
- Save as draft or;
- Click publish.
Fig.242 publish button is annotated with red arrow.
NB - Once published:
- The RFP goes for approval if an approval workflow was setup and the status would be pending on the sourcing project log table.
- If no approval workflow was setup, the RFP shows up on the sourcing project log table as approved and the countdown begins.
Fig.243: a screen showing an RFP with a pending status
Fig.244: a screen showing an RFP with an approved status