Event actions

Add note / View notes

With Internal Notes, you can enter notes about an event and share them with your team. These notes are for internal use only and will not be shared with suppliers. This is helpful for compliance purposes to track information shared outside of Fairmarkit, such as through a phone call or meeting.

See: Internal notes

Add offline quote

Sometimes, you may receive pricing directly from a supplier outside of Fairmarkit. So you can accurately track your event and sourcing history, you can enter an offline quote. This allows you to track offline pricing against your other suppliers for visibility, transparency, and saving calculations. This option is available from the Details screen.

See: Add an offline quote

Add requester

When working on an event, you can add the original requester to the event so they can view the event in their events list, add internal notes, and participate in conservations with suppliers.

See: Manage requesters

Archive

For draft events you no longer need, you can move them to Archived status. Archived events are not common and are not tracked for Fairmarkit usage.

See: Archive an event

Auto-bundle

If you have run the suggest bundles process, select this option to create the bundles.

See: Bundle events

Cancel

If you have opened an event and no longer need it or need to create a replacement event, you can cancel an event. Suppliers will receive an event cancellation notification, but a cancellation reason is not included.

See: Cancel an event

Change close date

After opening an event, you can change the Close Date, Close Time, and Preferred Delivery Date to extend or shorten the event open period.

See: Change event dates

Change requester

When you added a requester to an event, you may need to change the requester or remove them from the event.

See: Manage requesters

Clone

If you frequently make similar or complex events, you may want to clone an existing event to save time. This option copies an existing event and saves it as a draft. Pricing received on the original request are not cloned and awards are not pushed back to your purchasing application.

See: Create a request for quote

Close

Typically, an event automatically closes on the specified Close date and Close time, but you can manually close an event.

See: Change event dates

Copy Link

This option allows you to copy a direct link to the event.

Create a template

This option allows you to create an request for proposal or request for information template based on an existing event.

See: Create a full template

Details

From the events list, you can review a screen with details of the event.

Download Excel

This option allows you download a Microsoft Excel spreadsheet with data from the event.

See: View event details and history

Download details

This option allows you download a PDF of detailed information from the event. The information is downloaded as a zip file, containing a PDF summary of the event, and if suppliers have included attachments in their responses, a folder for each supplier with attachments.

See: View event details and history

Download PDF

This option allows you to download a PDF with data from the event.

See: View event details and history

Edit

After sending an event to suppliers, you can edit fields that will not impact the suppliers' process.

See: Edit a request for quote (RFQ)

Link event / Unlink event

If an event is part of the same initiative or project as other events, you can link the events with a project. Any combination of event types can be linked. This option is only available for Supervisor and Admin users.

See: Projects

Print

This option allows you to print data from the event.

See: View event details and history

Reassign

Sometimes, you may need to reassign an event from one buyer to another. If you have access to this option, you can use this option to reassign events quickly. Users in an Observer role cannot reassign events.

See: Reassign an event

Reopen

If you have a closed event that you want to update, you can reopen the event.

See: Change event dates

Restore

For an archived event, Restore moves the event back to Draft status.

See: Archive an event

Share

When working on an event, you can invite collaborators or evaluators (only available on request for proposal and request for information events) to help you build and review your event.

See: Manage collaborators or Manage evaluators

UnBundle

If two or more events have been bundled, you can unbundle the events, restoring the original events.

See: Bundle events

Unlink event / Link event

If an event is part of the same initiative or project as other events, you can link the events with a project. Any combination of event types can be linked.

See: Projects

View activity

This option allows you to view a history of actions taken on an event. The log can be filtered by action, searched, and downloaded to Excel.

See: View event details and history

View notes / Add note

With Internal Notes, you can enter notes about an event and share them with your team. These notes are for internal use only and will not be shared with suppliers. This is helpful for compliance purposes to track information shared outside of Fairmarkit, such as through a phone call or meeting.

See: Internal notes

Withdraw

If you have an opened request for quote event and need to make major changes, such as adding line items, changing quantities, etc., you can withdraw the event within 2 days of opening it. Withdrawn events are moved back to Draft status and can be edited like a new event. When you withdraw an event, any supplier responses are removed and the suppliers are notified that you've withdrawn the event. After you've edited the event, you will need to open the event again. Once you withdraw an event, it cannot be undone.

See: Withdraw an event