Inviting a Supplier

When publishing a sourcing event in CalUsource, you are prompted to invite your suppliers to participate.

How to Invite a Supplier to Participate in an Event

Expand the Suppliers section of your event.

Click on the Add Suppliers button.

Select Add from Repository to use an existing supplier or New Supplier to add a new one.

Confirm that your supplier list is complete and that your RFx is ready to publish. Once confirmed, select Publish.

A confirmation note will display. Select Publish Event.

An email template will display where you can customize the invite email if needed.

Click on the Send button when done.

A success message will display and your sourcing event will now be in Published status. If you navigate to your supplier list, you can see that they have been invited.