A vendor can reply to the bid invitation by following these instructions.
To submit a bid invitation
- Open the email titled Invitation to participate in Bid Request. This email contains bidding information needed to participate in the bidding process. This message contains:
Bid Title: RFB - 002
Record No: RFB-002From Requestor: Bid Requestor
Email: abc.efg@your-company.com
Phone: 999-999-9999Sent For: Bid
Bid Due: 06/24/2013 05:00 PMTo take action on this bid, please click here:
http://abc.your.company.com - Open the email titled Information to access Bid Request. This email contains information need to access the Bid Request.
User Name: vendor.name@vendor.com
Password: 373B109ABid Title: RFB - 002
Record No: RFB-002From Requestor: Bid Requestor
Email: bid.requestor@oracle.com
Phone: 999-999-9999Sent For: Bid
Bid Due: 06/24/2013 05:00 PMTo take action on this bid, please click here:
http://abc.your.company.com - Click the bid link. The Unifier sign in window opens.
- Enter the Username and Password sent to you in the email titled Information to access Bid Request.
- Click the Sign In button. A secure and private Unifier workspace opens.
Under the Vendor Home node there are two sub-nodes:
- Mailbox, which you can use to communicate with the Bid Requestor
- Requests for Bid / Bids, which opens the bid preparation workspace.
- Click the Requests for Bid / Bids node. The bid preparation workspace opens.
- Prepare your bid by modifying the line items in the bid record. Line items are the only thing you can change on this record.
Using the buttons on the toolbar you can:
- Submit your bid. You can withdraw your bid and rework it prior to the bid due date.
- Save a draft of your bid.
- Delete your bid.
- Add an attachment.
- Close the bid window.
- Click the Submit button to submit your bid.
Submission Status in the log
If a request for bid record has been created in the 20.9 release of Unifier (or after the release), then the following applies to the Submission Status in the bidder portal log:
- Whenever a bid record is opened, the current status will be displayed, based on the submission status in the log form.
- In each of the current status fields a corresponding actions is made available by way of the menu option (three horizontal lines icon).
- The actions on the form, and in the menu option (three horizontal lines icon) are applicable only if the bid is open; otherwise, the actions will not be available if the bid record is closed.
Submission Status in the bidder portal log (Applicable if the records are created after upgrading to Unifier 20.9)
Trigger | Submission Status in the log | Status displayed, when form opens | Actions available on the form | Menu options |
|---|---|---|---|---|
Bidder clicks Decline | Declined | Submission Status: Declined | Save Draft - Submit Proposal | Undo Decline |
Bidder clicks Accept | Accepted | Submission Status: Accepted | Not applicable | Undo Accept |
Bidder clicks Withdraw | Withdrawn | Submission Status: Withdrawn | Submit | Undo Accept |
Receive a request for bid | Not Responded | You have been invited to participate | Accept - Decline | Not applicable |
Bidder views the record from uMail/BP log and takes no action | Viewed | You have been invited to participate | Accept - Decline | Not applicable |
Bidder clicks Undo Accept | Viewed | You have been invited to participate | Accept - Decline | Not applicable |
Bidder clicks Undo Decline | Viewed | You have been invited to participate | Accept - Decline | Not applicable |
Bidder clicks Submit Proposal | Submitted | Submission Status: Submitted | Withdraw (If the RFB due date is not reached) | Not applicable |
Submission Status in the record (Applicable if the records are created before upgrading to Unifier 20.9)
Trigger | Submission Status in the log | Status displayed, when form opens | Actions available on the form | Menu options |
|---|---|---|---|---|
Bidder opens the record and then closes or doesn't open the record before upgrade | Not Responded | You have been invited to participate | Accept - Decline | Not applicable |
Bidder creates a proposal and does not submit | Accepted | Submission Status: Accepted | Save Draft - Submit Proposal | Undo Accept |
Bidder deletes a previously submitted proposal | Not Responded | You have been invited to participate | Accept - Decline | Not applicable |
Bidder submits a bid proposal | Submitted | Submission Status: Submitted | Withdraw (If the RFB due date is not reached) | Not applicable |
Bidder withdraws a submitted bid proposal | Submitted | Submission Status: Accepted | Save Draft - Submit Proposal | Undo Accept |