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Quite often, the same procurement requirements are needed again and again. For example, road repairs are required after each heavy rain. 360 offers a fast way to copy a request with a new name. Using a template is the same as copying a request, but templates are configured by the Boss, are available to all request managers, and never appear in reportsthe Boss configures templates. |
Step-by-step guide
To create a new request from a template
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At this point, you have successfully created a new request from a template.
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Templates can also be copied. It is a good idea to test your templates in the Sandpit Account and then copy them into production. |
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How to create a new template request (e.g. for tender) in the 360 buyers' portal
How to create a new request (e.g. for tender) in the 360 buyers' portal
How to import a request (e.g. for tender) into the 360 buyers' portal (for subsequent release)
How to copy a request (e.g. for tender) in the 360 buyers' portal
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