Bid Process

1. To enter a requisition for a bid, click on the Requisition Form button.

2. For all bids, type “Bid Vendor” in the Supplier Field. This notifies all approvers that the items

or services will be bid when the requisition reaches the Purchasing Office.

NOTE: Any requisition can be bid if the Purchasing Office determines the requisition meets

bid criteria.

3. Enter the Product Description, Manufacturer’s No. (if applicable), Quantity, Price Estimate,

and Unit of Measurement. Provide as much description and information as possible.

4. Click Save and Add Another to add additional items. After all items are entered, click Save

and Close.

5. Click the cart link at the top of the page to access the cart.

6. Click the View My Cart to view to cart page.

7. Or click the Checkout button to bypass the cart page to complete additional requisition and add

any notes or attachments.

6. Once the cart is open:

A. Shoppers click the Assign Cart button and send the cart to the appropriate person.

This is the Shopper’s last step.

B. Requestors will Proceed to Checkout.

7. Click the edit button on the Shipping Address.

8. Enter Shipping/Receiving in the space provided.

9. Click Save.

10. Click the Accounting Codes tab on the task bar.

11. Click the edit button to open the Accounting Codes box.

12. Select the correct Index and Account Codes.

13. Click Save.

14. Click on the Internal Notes and Attachments tab to add any notes or attachments related to

the requisition.

15. To add a note, click the edit button. Notes should include any pertinent information for the

approvers or Purchasing including contact information for any vendors that the bid should be

sent to.

16. To add an attachment, click the add attachment link.

17. Select browse to search for any documents that need to be attached or change the attachment

type to Link/URL to attach a hyperlink.

18. Once there are green checkmarks across the Task Bar, click Submit Requisition.

19. The requisition will travel through the Approval Process.

20. Once it reaches Final Review, Purchasing will be the items or services using the existing

processes and, when it is awarded, will make any necessary changes to the requisition and

Approve/Complete the PO.