Sourcing QRGs

These QRGs outline tasks within the Sourcing module. Use the category to help you find the QRG you need more quickly.

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CATEGORY GUIDE Updated VIDEO
Settings Configuring Event Settings 02/18/20
Creating a New Event Creating a New Event 02/18/20
Using a Sourcing RFx Template Video
Editing Basic Details 02/19/20
Editing, Adding Event Timelines 02/19/20 Video
Adding Guidelines 06/25/20
Adding Existing Suppliers (PDF)
Adding a New Supplier Contact (PDF) Video
Adding New Team Members 06/30/20
Adding New Price Sheets (PDF)
Adding Questionnaires and Questions (PDF)
Assigning Weights to Questions (PDF)
Adding Attachments to Events (PDF)
RFx Suppliers Registering a Supplier (PDF)
Inviting New Suppliers (PDF)
Submitting a Supplier for Approval 06/25/20
Revoking a Supplier’s Invitation (PDF)
Publishing Publishing/Editing Published Sourcing Events (PDF)
Withdrawing and Republishing an Event (PDF)
After RFx Publication Managing the Discussion Forum (PDF)
Downloading Supplier Attachments Video
Creating a Score Card (PDF)
Closing an Event (PDF)
Monitoring Status of Supplier Response (PDF)
Evaluations Evaluating Supplier Responses (PDF)
Exporting a Questionnaire (PDF)
Awarding Business CalUsource Scoring Matrix Standardized Definitions
Awarding Event/Flipping to Contract 06/06/20