How consultations work

Setting up the "Consultation" approval path

The terms used in the article below correspond to iSYBUY. To find iBAT equivalents, click on this link. Defining an approval circuit containing several levels and several approvers per level makes it possible to better segment the process of sendi...
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Requiring a consulted company to attach a technical data sheet for the items selected when responding to a consultation.

The terms used in the article below correspond to iSYBUY. To find iBAT equivalents, click on this link. You have submitted a consultation but you need certain technical data sheets in order to make your choice from among the suppliers. You can mak...
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Adding attachments to a project and a consultation batch

The terms used in the article below correspond to iSYBUY. To find iBAT equivalents, click on this link. As the lead/co-lead of a consultation batch, you can add attachments to your consultation batches so that they can be sent to companies. You ca...
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Modify the description of a consultation and send the new version

The terms used in the article below correspond to iSYBUY. To find iBAT equivalents, click on this link. You can modify the description of a consultation you have created, even if the supplier has already responded and submitted its offer. You can ...
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Editing a Consultation result

The terms used in the article below correspond to iSYBUY. To find iBAT equivalents, click on this link. In the Consult module, you have a "Consult results" button that allows the pilots of a consultation to freeze the results at a given moment and...
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Management of negotiation objectives during a consultation

The terms used in the article below correspond to iSYBUY. To find iBAT equivalents, click on this link. Following the creation of a new version of supplier consultation, you decide to set negotiation objectives for one or more of the companies con...
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Import the description of a consultation from Excel

The terms used in the article below correspond to iSYBUY. To find iBAT equivalents, click on this link. To save time, you can directly import the description of a consultation in Excel format. In this article : Where do you go to import the descr...
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