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	QUICK REFERENCE GUIDE	QUICK REFERENCE VIDEO
Settings	Configuring Event Settings (PDF)
Creating a New Event	Creating a New Event (PDF)
	Using a Sourcing RFx Template	Video
	Editing Basic Details (PDF)
	Editing, Adding Event Timelines (PDF)
	Adding Guidelines (PDF)
	Adding Existing Suppliers (PDF)
	Adding a New Supplier Contact (PDF)	Video
	Adding New Team Members (PDF)
	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)
	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 (PDF)