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Add Items to a Tender

  1. Click on the “Tender”

  2. Click on the “Items” tab

  3. Right click in the empty Item list

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If the option Add Occurrences from Tender Group is unavailable (grey) there are two possible issues;

  • You only have read access to the procurement module

  • The Tender is locked for edits. To un-lock the Tender go to the Tender tab and deactivate the 'Locked' checkbox and save your changes

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5. Select the Priorities group for the Items you would like to include in the tender and decide if you are going to buy the Item or obtain Item cost. Read more about Priorities:Step 1: Set Purchasing priority to ItemsAdd Items to Procurement module

6. Click on the “Item” and the Occurrence of the Item will appear.

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