| VRM Workflows | ||
|---|---|---|
| How Do I... | Guide | |
| 1 | Invite a Supplier | How to invite new vendors or suppliers |
| 2 | Search for Suppliers | How to search the vendor list |
| 3 | Do a Compliance Review | How to review vendor applications |
| 4 | Apply a Vendor Tag | How to use vendor tags |
| 5 | Find additional Supplier profile information | Understanding the vendor profile |
| 6 | Understand Evaluations | Understanding evaluations |
| 7 | Create an Evaluation Template | How to create an evaluation template |
| 8 | Create an Evaluation Assignment | How to create an evaluation assignment |
| ||
| Sourcing Workflows | ||
|---|---|---|
| How Do I... | Guide | |
| 1 | Create a New Project | Working with projects |
| 2 | Create a Folder within a Project | How to create folders within a project |
| 3 | Create a Procurement Schedule in a Project | How to Create a Procurement Schedule |
| 4 | Create and Manage Column Groups | How to Create and Manage Column Groups |
| 5 | Create and Manage Columns | How to Create and Manage Columns |
| 6 | Create and Manage Package Groups | How to Create and Manage Package Groups |
| 7 | Create and Manage Packages | How to Create and Manage Packages |
| 8 | Create an RFQ from a Package | How to Create an RFQ from a Package |
| 9 | How to create a stand-alone RFQ | How to create an RFQ |
| ||
| 10 | RFQ Step 1: Complete a Job Summary | How to create an RFQ |
| 11 | RFQ Step 2: Upload Documents to an RFQ | How to upload documents to an RFQ |
| 12 | RFQ Step 3: Add Services to an RFQ | How to add services to an RFQ |
| 13 | RFQ Step 4: Review and Distribute an RFQ | How to review and distribute an RFQ |
| 14 | Recommend a Supplier for Award | How to recommend a vendor for award |
| 15 | Award a Supplier | How to award a vendor |
| 16 | Create a "Quick" RFQ | RFx Events (Alpha Release): How to Create an RFQ |
| Contracts Workflows | ||
|---|---|---|
| How Do I... | Guide | |
| 1 | Create a Contract | How to create a Contract record |
| 2 | Add Key Dates to a Contract | How to Add Key Dates |
| 3 | Set Reminders | How to Create Reminders |
