iTWO cx Tenders provides Bulk Action Tools to help you create, update and edit packages in bulk.
Create a Package in Bulk
...
2. Click on Create Package in Bulk.
3. This will launch the Bulk Action Tools wizard.
...
5. Select the Trades by placing a tick in the checkbox. You can also filter for particular trades.
6. Click Next Step.
7. A Package Summary will preview the trades selected.
...
2. Click on Change Package Details.
3. This will launch the wizard.
...
6. Choose the details you would like to edit by ticking the checkboxes.
| Info |
|---|
Please note that the list of packages shown here will be packages that are in either Draft or Issued Status. Withdrawn or Awarded packages will not be available for selection here. |
...
1. Tick the checkbox to Edit Package Close Date.
2. Select the new Close date.
...
4. Add a reason for the update to the text field.
5. Click Next Step.
...
7. If you are happy to proceed with updating the package, Click Update Packages.
Enforce Close Date Setting
...
3. Tick the Notify Bidders checkbox and type a reason for the change into the text field.
4. Click Next Step.
...
6. If you are happy to proceed with updating the package, Click Update Packages.
Notify Bidders
When you make a change to the details of the selected packages you have the option to Notify Bidders of the change with a custom message.
...
3. Select the packages you wish to send new revisions as an addenda.
4. Click Next Step.
5. The Update Revisions tab will open. This tab shows you what documents have a new revision and how many packages will be updated. i.e. 4 packages of the 88 packages selected will be updated with the first drawing.
...
6. You can edit the list of packages that the latest revision will be issued to by Clicking on Edit at the end of the document row.
7. A list of packages that this document has been issued to will display.
...
9. When you have finished editing, Click Done.
10. Then Click Next Step.
...
14. When you are ready click Next Step.
15. The Utility will now show you a final Summary of the Addenda for you to confirm.
...
- Document reference number.
- The latest revision.
- Whether it is Revision of a previously issued document or a newly added document.
- As well as how many packages will be updated.
16. Review the details, give a reason for the change and then Click Issue Addenda. This will notify all the bidders on these packages.
...
This utility allows you to Send Reminders to Bidders on your packages in bulk.
1. Click on the Bulk Action Tools button on the Tenders dashboard.
2. Select the packages you would like to send a reminder on and Click Next Step.
3. Select which bidders you would like to send reminders to. If you would like to send to all Bidders under a package heading place a tick in the checkbox next to the package heading.
4. Click Next Step.
5. The Summary page will display what packages have been selected and how many bidders are going to be notified per package.
6. If you are happy with these changes click Send Reminders.
