Requirements

Creating, viewing & managing Requirements

Requirements: Setting up/ Managing Categories/Lots
The 'Categories' tab on a Requirement allows you to create and manage the respective Categories/Lots (and all associated costs) for each Requirement...
Wed, 21 Aug, 2024 at 8:51 AM
Ranking (Set-up & Supplier Ranking)
Within a Requirement, you can decide the order in which a supplier is automatically selected for automated costs by Ranking - both through the Client Interf...
Fri, 16 Jun, 2023 at 1:09 PM
Requirements: Send an Ad-Hoc Notification
You can send an Ad-Hoc Notification to any associated users within a Requirement. This is useful for if you want to send a one-off notification that's l...
Thu, 4 Jan, 2024 at 9:31 AM
Authorisation (Requirements)
Thresholds in Requirements can have authorisers set-up against them. This means that when selecting a threshold for a requirement, a user can select the aut...
Wed, 24 Jul, 2024 at 9:12 AM
Requirements: Supplier Nudges
You can allow suppliers to have the ability to send you Nudges via a Requirement. This is useful for if suppliers have questions after a questionnaire has c...
Mon, 4 Mar, 2024 at 4:33 PM
Bulk importing Requirements
Creating a large volume of requirements one-by-one can oftentimes be quite time consuming for our key users. To streamline this process and reduce the numbe...
Tue, 16 Apr, 2024 at 1:40 PM
Bulk Adding/Managing Categories - Lots
Under the Category Management tab, Key Users with the relevant permissions can bulk manage their Categories (also known as Cost Descriptions) for all their ...
Thu, 18 Jul, 2024 at 2:45 PM
Importing Suppliers / Unregistered Suppliers
In a Requirement, users with relevant permissions can import suppliers directly into the Requirement (including those not already on the software). The soft...
Fri, 27 Sep, 2024 at 4:31 PM
Manually Qualifying a Supplier / Direct Award
The 'Suppliers' tab on a Requirement stores your qualified/disqualified/live suppliers for each Requirement.  See here for more information on t...
Tue, 6 Aug, 2024 at 4:05 PM