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Info

A first tender will be created when a new client is created.

  1. Click New. The Create New Document confirmation prompt will appear.

    image-20240724-010215.pngImage Added
  2. Click No to create a new blank tender document. The General tab of the Document dialog will be displayed.

    image-20240724-010319.pngImage Added

  3. Enter the details.

  4. Select the Items tab.

    image-20240724-010419.pngImage Added

  5. Enter the details.

  6. Click OK. The dialog will close and a new tender document will be created.

Copying A Tender Document

  1. From the Tenders list, select a tender to be copied.

  2. Click New. The Create New Document confirmation prompt will appear.

  3. Click Yes to copy the selected document. The General tab of the Document dialog will be displayed.

  4. Edit or enter the details.

  5. Select the Items tab.

  6. Edit or enter the details.

  7. Click OK. The dialog will close and a new tender document will be created.

Modifying A Tender Document

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