For private non-public bidding, where you want to select who is invited to bid, the "Allow public bidding (no pre-defined bidders)" option is deselected in uDesigner.
In the Invitations window, click Add, select vendors, and click Invite to send the invitation to the Vendors. See the "Additional Information about starting a bidding process" section below for details.
Private Bids: Requestor BP - Invite form
In an RFB, the Requestor can send an email to the bid-invitees from the Linked Mail tab. The Requestor is also able to send emails from the Invite form. The Invite form enables the Requestor to add attachments while the bid is open.
Note: On the Attachment tab, the attachments must be identified as being added as addendums. So when the Bidder opens the bid (or views the bid) from the log, the newly added attachments are shown as addendums for the open bids.
When you select the Invite option (from the menu icon), the Invite overlay page opens. On the left-hand pane, the following blocks are displayed:
General block | The requestor information is displayed in the General block. This block contains the following fields:
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Invitation block | The information related to adding invitees, as well as the list of the existing invitees (vendors) to whom an invitation has been sent or will be sent, are displayed in the Invitation block. This block contains the following toolbar options:
On the right-hand pane of the Invitation block, the following tabs are displayed:
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The following explains each tab in details.
The Attachments tab has two sections: |
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| There are two ways to add attachments (click the paper-clip icon):
When you click to add an attachment, Unifier displays the message:
Any attachment that gets added under the Attachments tab will be shown in the Requestor form (Attachments tab), as Addendums. You must send emails to all invitees regarding any added, removed, or updated attachments to the bids. The gear menu, for the items within the Attachments tab enable you to conduct the following functions on each item:
When you select any of the gear menus, Unifier displays the message: The Attachments tab log (grid) columns in the Invite form and the Requestor form are similar to any other BP form. The Upload Date column (under the toolbar section and to the right) lists the dates that each attachment was uploaded. Any Attachments that are added from the Invite form as addendums are shown in the Attachments tab of the Requestor form (as addendums) once the form becomes editable. The attachments that were added as addendums can be identified under the Addendums section, under unpublished or published documents. All additional attachments that have been added from the invite form and sent to bidders are shown under the Attachments tab, in the BP log, but they will be listed as addendums. |
The Mail tab: | The Mail tab lists all of the emails sent to bid invitees. When you select Send > Mail from the Invite form, a new email window will display which contains the following columns, similar to the Linked Mail tab:
Unifier adds the sent emails (from the Invite form) to the Mail tab in the Invite form, and the Linked Mail tab in the Requestor form. The sent bid-invitations are displayed in the Mail tab of the Invite form. Note: Emails must be sent through the Invite form, only. The Linked Mail tab does not allow you to send emails to the bid-invitees. The emails sent to the bid-invitees, from the Invite form, are shown in the Linked Mail tab, also. All the mails sent to bid invitees from the Invite form should also be shown in Linked Mail tab. |