Inviting Unregistered Suppliers to Tender Questionnaire

You can invite Unregistered Suppliers to participate in a Tender Questionnaire (i.e. if you are doing a Call-off Tender from an external framework etc). 

N.B. Unregistered Suppliers are 'suppliers' that do not have an account on the software. They are imported onto the software in order to allow you to add a list of suppliers from an external system for a Requirement (e.g. your own Call Off from an External Framework), and so be able to invite them to a Tender/Research Questionnaire when suitable.

1. Import Unregistered Suppliers to the Requirement

First, ensure that the Unregistered Suppliers have been imported onto the Requirement. Please see here for more information on how to do this. 

2. Invite them to an 'Invite Only' Tender Questionnaire

1. Create a Tender Questionnaire as normal and set the "Supplier participation" to Invitation
2. Unregistered suppliers will appear in the invitation drop-down list when "All" or "Qualified" are selected, with a clearly defined label
3. Select the suppliers to invite, then publish as normal

3. Unregistered supplier creates an account

1. The unregistered supplier(s) will be notified by e-mail of their invitation once the questionnaire is live, which will always include wording to let them know they must first register an account using their e-mail address in order to participate
2. They will then create an account on the software - they must use the email address that has been created as the ‘Unregistered Supplier’ in order for the software to link 
3. Once they have created their password (whether through Supplier Self Service or by Key user accepting), the software will update the record and replace the ‘Unregistered Supplier’ as a registered supplier held on the software
   • This will be stored in the Audit Log
4. Once they have a login, they will see the Questionnaire in both their supplier view of requirements (as they will be listed suppliers against that Requirement) and their My Questionnaire screen