Submitting a Bid Sheet to Vendors

Once the bid sheet has products, projected usage, markets and vendors attached, it is ready to be submitted to vendors. Enterprise Manager can submit bid sheets to vendors automatically, depending on the "Bid Transmission Mode" selected for each vendor in the Vendor Details screen. Click HERE to read more about automatic submission. See Filtering Products off of a Bid Sheet for details on choosing which products on the bid sheet are submitted to each vendor.

Under the Purchasing menu, click Bid Sheet Usage and Submit.
Click the Submit to Vendors tab. {Note}: All tabs are visible by default. To show/hide a tab, click on the Menu icon and select the Tabs option. From the pop-up menu, check to show or uncheck to hide the desired tab(s).
Select a Market from the drop-down. {Note}: The markets displayed include only those linked to the current Application User’s profile.
In the Selectcolumn, check the box corresponding to the desired Vendor(s) from the list of those available, or check the box in the column header to select them all. {Note}: This check box will only appear for vendors that are configured for electronic bid sheet submission.
Click Submit.

To download a copy of the bid sheet as a PDF, click the Vendor Name link corresponding to the desired vendor or click the View All button.

For vendors that are set up for electronic bid sheet submission, the bid sheet will be sent automatically. If the "Prompt for Coversheet at Bid Submission" preference is checked, the user will be able to enter contact information and a message to the vendor to create a cover sheet for submittal of the request for bids. For other vendors, the bid sheet can be printed if necessary.

Note: When the bid sheet is submitted via e-mail, either a pre-defined e-mail address or the one entered in the Company setup screen will be used as the "From" e-mail address.

Next Step: Enter or Import & Process bids when they are returned from the vendors.