Understanding Tender Management

A business tender is a formal commitment to complete a job or provide services for a specific price. It’s like giving your word to do the work when a company asks for people to share their offers for a project. If they agree with your offer, you’re committed to completing the project at the agreed price. To manage the details of the tender, AntMyERP offers Tender Management.

 

Settings

Navigate to Settings > Sales.

Under the Sales Preferences tab, check the box Tender Management.

Click on Update.

 

Permissions

Navigate to Settings > User Roles.

Select the employee you want to give Tender Permission to and scroll to the right.

Select Edit option from the Action dropdown menu.

Go to the Permissions tab.

Press Ctrl+F and enter the word Tender. Enable all the permissions related to tender.

Click on Save.

 

Adding a Tender

Navigate to Left Menu > CRM Sales > Tender.

Click on the plus button in the top right corner.

Fill in all the mandatory fields.

Enter the Tender Contact Details with the information of the person from the tender giving company.

Click on Save.

You can Map Tender with Lead ticket while creating lead, so it will get displayed in Lead Index Page.

 

Tender Report 

Tender Report displayed Listing Page with Tender Number, Tender Type and Subtype.

New Added Tender displayed in listing here.

Also, you can edit or delete the tender by clicking on Action Button.