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  1. To create more than 1 package at a time click on the Bulk Tools widget on the main Tenders dashboard



  2. This will launch the Bulk Action Tools wizard.
  3. From the drop down select, Create Packages in Bulk
  4. Click Next
  5. Select the database from which you'd like to create the packages
  6. Select the Trades you'd like to create packages for
  7. Click Next
  8. You will be presented with a preview of the trades/packages that will be created
  9. To proceed with creating a package for each of these trades , Click Create

  • This will then create a package per trade that you have selected in Draft Status
  • Draft status packages are not yet Issued and need certain required information to be added before they are issued out to your bidders.
  • If you return to the Tender Dashboard you will see these packages in the Dashboard with an Edit button
  • This will allow you to edit these packages , add the necessary bidders and documents and issue them out to Tender. 

 

 

Bulk Edit Package Details

  1. To Edit more than 1 package at a time click on the Bulk Tools action widget on the main Tenders dashboard
  2. This will launch the Bulk Action Tools wizard.
  3. From the drop down select, Change Package Details in bulk
  4. Click Next
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  5. This will launch the wizard to let you edit packages in Bulk - To begin - Select the packages you would like to Edit
  6. Once the packages are selected, Click Next

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From here you will be able to edit 3 different types of detail about the packages you've selected

  • The package close date
  • The package Contact
  • The settings on the Package regarding Enforcing the Close Date

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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Withdrawn or Awarded packages will not be available for selection here.

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  1. Tick the checkbox to edit Package Close Date
  2. Select the new Close date
  3. As this is a change to the Package details that the Bidders need to be aware of you will be required to Notifiy the Bidders (Which will automatically be ticked)
  4. You can add your custom message if you prefer. 
  5. After doing so click Preview changes
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  6. This will then display a summary of the changes with the original information and the information you have updated for the Close Date
  7. If you are happy to proceed with updating the package, Click Update Packages.

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Edit package Contact Person

  1. Tick the checkbox to edit the Package contact
  2. Select the new Contact by clicking on the ... button
  3. After doing so click Preview changes
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  4. This will then display a summary of the changes with the original contact person and the information you have updated with the new Contact for the package
  5. If you are happy to proceed with updating the package, Click Update Packages.

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Edit setting to Enforce Close Date

  1. Tick the checkbox to Change Enforce Close Date Setting
  2. Select Yes to enforce the close date for the packages you selected. Or No to not enforce it. 
  3. After doing so click Preview changes
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  4. This will then display a summary of the changes with.
  5. If you are happy to proceed with updating the package, Click Update Packages.
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Notify Bidders

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When you make a change to the details of the packages you have selected you have the option to Notify bidders of the change with a custom message

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