CalUsource allows event owners to add existing Suppliers to an RFx event at any time up until the event is closed.
How to Add Existing Suppliers
Select the Add Suppliers button within the Suppliers section.
Select the Add from Repository option.
Select the Search icon to input a supplier name (you can add filters to your search if needed by clicking on the Filter icon).
Input the supplier name within the Add Supplier search field and press the Return button on your keyboard to conduct the search.
Select the suppliers you wish to add by clicking on the checkmark field associated with the supplier.
Click on the Add button when the necessary suppliers have been selected.
A prompt will display confirming that the supplier has been added and the checkmark field associated with the added supplier will be grayed out.
Click on the Done button when you are finished adding suppliers.
You will now be able to view your newly added suppliers in the Suppliers section.
- When searching for suppliers to add, you can select multiple suppliers at one time.
- Email invitations to join an event are automatically sent to the added suppliers when an event is first published.
- If a supplier is added to an event after it was published, they are not automatically invited. To invite a supplier added after the event has started, select the Invite icon located to the right of the supplier’s information in the Suppliers section.
- Once invited, an invitation can be resent if needed. Select the Re-invite icon , also located to the right of the supplier information in the Suppliers section.