Set Bidder Information for a Company in the Company Directory
Éléments à prendre en compte
Additional Information:
Les informations sur les candidats sont liées entre les outils Annuaire au niveau projet et au niveau entreprise.
Les informations du candidat pour un
sont également définies par l’entreprise connectée. Voir Actualiser les contacts d’appel d’offres pour les entreprises connectées dans l’annuaire de l’entrepriseUne entreprise connectée est une entreprise ou une organisation qui est répertoriée sur le Réseau de construction de Procore et ajoutée en tant qu'entreprise dans votre outil Annuaire au niveau Entreprise. Bien que vous puissiez modifier et gérer certaines informations de l'entreprise dans votre outil Annuaire au niveau Entreprise, l'entreprise dispose également d'un profil public avec les informations qu'elle gère.
Cost Codes selected on the Bidders Tab will automatically appear on bid sheets if they exist on the project.
You can bulk update the cost codes and trades associated with companies by 'Updating the Existing Vendors' template. See Update Contacts in your Company Directory Tool (Procore Imports) for more information.
The 'Leave a Comment' section is designed to assist you in your decision making when searching for bidders. See Search for and Invite Bidders.
Steps
Navigate to the Company level Directory tool.
Click the Companies tab.
Click Edit next to the company.
Click the Bidder Info tab.
Authorized Bidder: Mark this checkbox to designate an Authorized Bidder. This is for reporting purposes only and does not affect Procore emails.
Choose from these options:
U.S. Government Jobs: If updating a company record for a U.S. government project, mark all applicable checkboxes to disclose the required company information.
Jurisdictional Restrictions: If data collection is not required or is legally prohibited in your jurisdiction, disregard the checkboxes and proceed to the next step.
Add users to the Bid Contacts field to ensure they receive bid invitations. Once added, they will automatically populate the Bid Recipient field on new bids.
Prequalifications: If the Prequalifications tool is enabled, company qualification data will be listed. See the Prequalifications tool for more information.
Set trades and cost codes so that the company will appear when searching by trade or cost code in the Bidding tool.
Trade: A classification for the company's work type (e.g., Electrical, Mechanical, HVAC). If your trades are not set up, see Add a Custom Trade.
Cost Code: Select which cost codes apply to this company.
Click Save
Recent bids are listed at the bottom of the page under 'Most Recent Bids'. Clicking a link redirects you to the relevant project or bid package.
Note: You must have permissions to view these projects/bids for them to show here.In the 'Leave a Comment' section, complete the following:
Enter a comment.
Attach any relevant files for your records.
Rate their work with a 1-5 star system.
Click Post Comment.
Existing comments, files, and ratings display in the 'Comments' section.
See Also
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