On the Projects menu under Procurement, select RFPs.
Click the 'Actions' button on the far right.
Click 'Add Manually' option from the drop-down menu.
In the data entry form, the Project # should be selected already but can be changed.
Optional: Select the Prime Contract #.
From Company is always set to the account name and can not be changed.
Optional: Select the From Contact that is requesting the pricing. Typically, this would be the Project Manager or a user in the Accounting Department.
Enter the RFP Package # and Title.
Enter or select the Issue Date.
Optional: Enter or select the Bid Due Date and Time.
Optional: Enter the Work Scope, Inclusions, Exclusions and Clarifications.
Click the 'Next' button shown in the footer.
Select one of the Vendor views:
Add From ITB: Companies that are listed in the Project Invitaton To Bid (ITB) feature and have a Status set to Bidding. See Drawings | Specs | ITB module.
Add From Master List: All active companies listed in the Contact Management module.
Add From Bidder List: All active companies listed in the Contact Management module that have 'Bidder List' checked in their profile.
Add By Classification: All active companies listed in the Contact Management module that are categorized using a classification system such as Company Types.
Optional: Use the Search box to filter companies and contacts.
Select one or more vendors in the grid by clicking the checkbox. These are the vendors that will be added to the package. Others can also be added after the RFP Package has been created.
Click the 'Next' button shown in the footer.
Enter the Vendor Bid Items. Required:
Item #
Description
Qty
Unit
Optional:
Manufacturer
Manufacturer Part #
UPC
Click the 'Next' button shown in the footer.
Optional: Click the 'Add' button to upload new files to the RFP Package or use the 'Link Existing' button for files that already exist in the system such as Drawings and Specifications.