Contractor Quick Start Guide

A quick start guide for Enterprise Users in VRM, sourcing, and contract workflows.

  • 4 Dec 2025
  • Knowledge

Article Body
VRM Workflows
How Do I...Guide
1Invite a SupplierHow to invite new vendors or suppliers
2
Search for Suppliers
How to search the vendor list
3Do a Compliance ReviewHow to review vendor applications
4Apply a Vendor TagHow to use vendor tags
5Find additional Supplier profile informationUnderstanding the vendor profile
6Understand EvaluationsUnderstanding evaluations
7Create an Evaluation TemplateHow to create an evaluation template
8Create an Evaluation AssignmentHow to create an evaluation assignment


TIP: To evaluate a particular supplier, go to the Supplier List screen, hover over the three dots to the right, select evaluate, choose the relevant template, hit Start.

 

 

Sourcing Workflows
How Do I...Guide
1Create a New ProjectHow to create and modify projects
2Create a Folder within a ProjectHow to create folders within a project
3Create a Procurement Schedule in a ProjectHow to Create a Procurement Schedule
4Create and Manage Column GroupsHow to Create and Manage Column Groups
5Create and Manage ColumnsHow to Create and Manage Columns
6Create and Manage Package GroupsHow to Create and Manage Package Groups
7Create and Manage PackagesHow to Create and Manage Packages
8Create an RFQ from a PackageHow to Create an RFQ from a Package
9How to create a stand-alone RFQHow to create an RFQ

TIP: Tasks 8 and 9 are just two different methods for creating an RFQ. The result is the same and they both lead you to the below steps.

10RFQ Step 1: Complete a Job SummaryHow to create an RFQ
11RFQ Step 2: Upload Documents to an RFQHow to upload documents to an RFQ
12RFQ Step 3: Add Services to an RFQHow to add services to an RFQ
13RFQ Step 4: Review and Distribute an RFQHow to review and distribute an RFQ
14Recommend a Supplier for AwardHow to recommend a vendor for award
15Award a SupplierHow to award a vendor
16Create a "Quick" RFQRFx Events (Alpha Release): How to Create an RFQ

 

 

Contracts Workflows
How Do I...Guide
1Create a ContractHow to create a Contract record
2Add Key Dates to a ContractHow to Add Key Dates
3Set RemindersHow to Create Reminders
Title
Contractor Quick Start Guide
Last Published Date
4/12/2025, 3:31 am
URL Name
Contractor-Quick-Start-Guide
Organisation2. Managing Vendors1. Inviting VendorsVendor ProfilesVendor Administration

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