The user guide gives a short and quick overview of how easy is to set up a new procurement auction. It does not take more time than 3-4 minutes (the same time as writing one proper RFQ email), but some can do it faster and some slower, which is okay and real practice reduces that time as well. A few minutes of work can save for some 50€ and another one +100k€ depending on the procurement auction scope, details, and nature. Please also watch the demo clip on YouTube.
Here are highlighted 24 fields, that should be paid attention to making a good procurement auction, which should bring delighted results as saved money and time.
A procurement auction can be done only after registering an account as a natural or legal person. Same story if someone wants to see the open procurement auctions and participate in bidding.
- Before making a new procurement auction, please select the correct role such as a natural or legal person.
- The new procurement auction tab can be found in the right top corner.
- After clicking the new procurement auction button it opens a new sheet with the status bar “Step 1” which has to fill in the described fields below.
- Selecting proper category
- Adding quantity
- Selecting or defining proper units
- Clicking the Save and Continue button will take you to the sheet status bar “Step 2” which has to fill in the described fields below.
- Adding auction start date and time
- Selecting procurement auction duration and extended end parameters
- Selecting auction priority as time vs. cost
- Write a proper relevant auction name
- Add auction description and here is the principle more is better. You can also follow left side checklist points if something can be missed.
- Upload documents if needed such as technical documents, files, pictures, sketches, etc. The suggested file format is *.zip but it can be used in widely used document formats also like samples can be seen
- Clicking the Save and Continue button will take you to the sheet status bar “Step 3” which has to fill in the described fields below.
- Select the proper delivery method
- Confirm or change the shipment delivery address
- Clicking the Save and Continue button will take you to the sheet status bar “Step 4” which has to fill in the described fields below.
- Confirm or change the billing address
- Clicking the Save and Continue button will take you to the sheet status bar “Step 5” which has to fill in the described fields below.
- Select the anonymity parameters
- Invite at least two vendors, Here is the principle More is better
- Confirm that you know invited friends or vendors
- You can add your budget number to see later the outcome, but it is not mandatory here and leave it as zero
- Make the final check for the right side column “Procurement Auction summary” and adjust what is needed
- In case all is perfect then clicking the Finish button will activate the procurement auction and invitation emails will be sent out according to the auction start date and time. Here can be wished good luck!
Written by Gert
Last time edited: 28.07.2023
