Set up a Bid Management Account

To enable the vendors to sign in and submit bids, you need to create a "bidder" account. In the preferences you set up for this account, you need to specify certain settings to make the bidding process possible. You will enter this bidder's account in your company's preferences.

Note: Do not link the bid management account to an actual user in your company. Create this account strictly for the bidding process so that you can set up the account preferences specifically for bidding. If you set up a special "bid management" user account, you can prevent users from inadvertently changing the settings.

  1. To set up this "bidder" account, add the bidder as a user.

    For more information, see "User Administration" in the Unifier General Administration Guide.

  2. Sign in as the user with the bidder account.
  3. From the top right-corner of your window, click your User Name to open a contextual menu.
  4. Click the Preferences link. The User Preferences window opens.
  5. Click the Options tab.
  6. Set the Time Zone field to match that of the bid requestor's (either your company's time zone, or the zone from which the bid invitation is sent).

    If your bidders are in a different time zone from yours, this will protect them from mistakenly submitting bids after the bidding process is closed.

Controlling the Display of Information

On the RFB Bidder Portal, the bidder can see the Requestor Package with the Estimated Unit Cost, and the Amount.

As a requestor, there are occasions that you want to ensure that:

As a result, the system allows you to hide values of the requestor's detail form fields from bidder. Refer to the Unifier uDesigner User Guide (or uDesigner Help) to learn which options to select.


Last Published Monday, August 28, 2023