Editing an Open Request

If a buyer's Request for Quotes has already been sent out to vendors and is in Open status, they are only  able to change the following details:

• update the Title and Req ID
• update the Close Date and Time
• update the Shipping Address
• update the Payment Type
• invite new vendors
• update the Notes to Vendor
• attach new files

Choose the open bid and select Actions > Edit. Then the buyer can update any of the areas mentioned above and Save and Send.

The buyer CAN'T, however, change the description, quantity or items. This is because if vendors have already submitted their bids and the buyer change these precise parameters - it's considered a new request.

If that is the case, open the bid and click on Actions > Cancel. This will send a cancellation notice to all vendors, and alert those who have already submitted a bid that it is no longer valid.

Then open a new bid and update the quantities, description, part numbers, etc. and send it out to the same group of vendors.

A buyer can also clone their bid by making a copy, which reopens it and makes it a draft. This allows the buyer to edit the quantity, description, and items.