Building your Bidder List – View by CSI

 

The View by CSI section is very useful when setting up an invitation to bid. It allows the user to view the bidders list by CSI divisions instead of by company name. Click on the View by CSI button.

 

 

This first view shows you all the sub codes you have on this project. 

  This is the number of vendors in the directory that have a matching CSI code on the company profile.

To see a list of those potential companies, click on the  icon. The following box will appear:

To add a company from this list to the Bidder Management section, place a check mark in the box next to the name. Then click the Update button.  When finished, click the Close button.   Note:  Adding a company to the Bidder Management section does not send them an invitation.  It sets them up in a Pending status ready to be sent and Invite.