Who can use this feature?
- RFx owners and Team members from a Partner company
Use stages like ‘Pre-qualification’ and ‘RFQ’ to structure how suppliers will progress through your RFx. You can set specific requirements, documents and deadlines for each stage and then move suppliers manually after they have met your evaluation criteria.
Bear in mind
- Suppliers cannot be moved backwards into a previous stage
- Once a RFx goes live visibility of a stage cannot be altered
- Stage deadlines can be altered after the RFx has gone live
Move suppliers to next stage
Note: Once a RFx is live you can add a new stage however cannot remove an existing stage
- With in a RFx on the Suppliers page select the check box next to the supplier(s) you wish to move into the next stage. Select the top checkbox to automatically select all suppliers
- From the More actions dropdown menu select Move to next stage then confirm by selecting Move suppliers