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Administrator Guide
Last Updated: 2023-06-23
Create Supplier Award Recommendation Summaries

Create Supplier Award Recommendation Summaries

Complete a sourcing event.
You can create award recommendation summaries for preferred suppliers using data from sourcing events. Award summaries enable you to send recommendations to internal stakeholders to build consensus on which supplier to use to fulfill the sourcing event.
  1. Navigate to the
    Events > Events
     tab and access your sourcing event from the list of events.
  2. Select
    Event Analysis
    .
  3. Select preferred suppliers.
  4. Select
    Add to Award Summary
     on the
    Filter Table Columns
     side panel.
  5. (Optional) Select the
    Add to Award Summary
     option on the
    Actions
     side panel menu on suppliers.
  6. Drag and drop your preferred suppliers to rank them on the
    Award Options Recommendations
     view on the
    Award Summary
     page.
    From the RFP dashboard, you can also select a supplier to add the supplier to the award summary and create an award summary.
  7. (Optional) Edit the award summary to create a print preview in PDF or other file format to share with stakeholders.
  8. (Optional) Create a new
    Scenario
     in
    Event Analysis
    , to add a scenario as an award option with multiple suppliers.
    You can associate suppliers with specific line items based on the information in
    Event Analysis
    .
  9. (Optional) Navigate to your RFP dashboard.
  10. itself, the user can click on a supplier and a supplier action side panel will open on the right hand side. From there, the user can take actions to award the supplier directly or add the supplier to the award summary - both actions will create the award summary.
Stakeholders can review and approve recommendations on bids from suppliers.