Bulk Action Tools

iTWOcx Tenders provides a number of tools to let Tender Admins and users perform bulk actions on their packages. You can create packages in bulk, edit their details in bulk , issue addenda for more than 1 package and send reminders to bidders on multiple packages in one go.

Bulk Create Package

To create more than 1 package at a time click on the Bulk Tools action widget on the main Tenders dashboard
This will launch the Bulk Action Tools wizard.
From the drop down select, Create Packages in Bulk
Click Next
Select the database from which you'd like to create the packages
Select the Trades you'd like to create packages for
Click Next
You will be presented with a preview of the trades/packages that will be created
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

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

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

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Withdrawn or Awarded packages will not be available for selection here.

Edit package Close Date

Tick the checkbox to edit Package Close Date
Select the new Close date
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)
You can add your custom message if you prefer.
After doing so click Preview changes
This will then display a summary of the changes with the original information and the information you have updated for the Close Date
If you are happy to proceed with updating the package, Click Update Packages.

Edit package Contact Person

Tick the checkbox to edit the Package contact
Select the new Contact by clicking on the ... button
After doing so click Preview changes
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
If you are happy to proceed with updating the package, Click Update Packages.

Edit setting to Enforce Close Date

Tick the checkbox to Change Enforce Close Date Setting
Select Yes to enforce the close date for the packages you selected. Or No to not enforce it.
After doing so click Preview changes
This will then display a summary of the changes with.
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 packages you have selected you have the option to Notify bidders of the change with a custom message

All Active bidders on Issued Packages will be notified of the changes along with the reason that you add.

If you tick the Notify Bidder option and leave the message box empt, iTWOcx will send a standard message with the details of what was changed to the relevant bidders.

If you make a change to the Close Date of a package(s), then the system will automatically notify the bidders of the change.

This will be represented when the tickbox to Notify Bidders will be ticked by default and cannot be unticked.

You can still add a custom message in this scenario.