Supplier User Manuals

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User Manuals
1.01 How to Create & Edit Your Supplier Profile

This user manual will take you through the step-by-step instructions for setting up your supplier profile, including how to upload a profile banner, add a logo, add contact information, etc. You will also learn how to make changes to an existing profile page. 

1.02 How to Optimize Your Profile for Search Engines

This user manual gives you the instructions for how to optimize search engine targeting for your supplier profile. Here you will learn how to set up keywords you wish to rank for on search engines. 

2.01 How to Set up Your Saved RFQ Searches

This user manual provides an overview for how to set up your saved RFQ searches for your supplier profile. Saved searches are important because they provide you with leads, RFQ opportunities, projects and buyers that are a good fit for your company. 

3.01 How to Quote an RFQ

This user manual takes you through the step-by-step process for quoting on an RFQ. You will learn how to search for a specific buyer name or RFQ number as well as how to upload attachments and links to an RFQ. 

4.01 How to Send Messages to Buyers

This user manual shows you how to search for a buyer or RFQ number to then communicate with the buyer any questions, comments, etc. that you may have regarding the project. Sending buyers messages through the messaging system is a great way to track conversations you need to look back on later. 

5.01 How to Sign a NDA

Many buyers require you to sign a Non-Disclosure Agreement, and this user manual takes you through the steps you need to take to find the RFQ you are looking for and how to sign the NDA. Buyers are able to customize or use their own NDA, so text may vary from one buyer to the next. 

6.01 How to Accept an Award

This user manual will show you how to accept an award, including how to locate the Awarded RFQs Pending Acceptance section and accept or decline and comment on the award.  

7.01 How to Update the Status of an Award

This user manual explains how to update the status of an award. Here you will learn how to update the buyer on what percentage of the project that has been completed, whether the project will ship on time, as well as provide additional comments you may need to communicate with the buyer.

8.01 How to View Quote Statistics

Quote statistics are important, as they give you the quote total, average quote total, quote range, awarded quote total, actual awarded value and location of the winning supplier. View this user manual to find out the statistics of an RFQ you have quoted on.