The terms used in the article below correspond to iSYBUY. To find iBAT equivalents, click on this link.
A consultation project is made up of several consultation lots for which we find a certain amount of information, such as general information about the lot, but also the consultation comparison or the list of consulted companies, for example.
In this article :
Where to find a consultation lot already created?
If you have already created one or more projects, you will be taken to a home page where you will see them all displayed. Click on the one of your choice.
This takes you to what is known as a consultation project. Here you can see various elements such as the name (1) and general information about the project (2).
You can add files as attachments by clicking or dropping them into the box on the left of your screen (3).
How to create a new "consultation lot"?
In the top right-hand corner, you'll see a "New consultation batch" button. Click on it if you need to add a new one.
A pop-up window will open giving you a number of details you need to enter to create a new batch.
The following information is available for each consultation lot :
- General information about the lot: consultation number, title, budget, number of supplier responses, general status, etc.
- Shortcut to the "Consultation comparison" section
- Shortcut to "Consultation details
- Choice concerning the company consulted: this information is identical to that in the "Consultation comparison".
- The name of the company consulted
- Internal notes also present in the "Consultation details" section
- Consultation status for each company consulted
- Conformity of the offer received for each company consulted
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Related keywords :
Project - consultation - batch - comparative - choice - Consult