Securing a consultation batch
The terms used in the article below correspond to iSYBUY. To find iBAT equivalents, click on this link.
If you have activated this option, you will no longer be able to access the details of the consultation before the tender opening date defined when the consultation was created. On D-day, a password will be sent to you by email to unlock the consultation.
Note :
This option is deactivated by default, but if you wish to activate it, please let us know by sending an email to: support@ibat-solution.com.
In this article :
How to secure a consultation batch ?
The first step is to go to the "Consultation" menu (1) and then click on "Create a consultation" (2).
In the pop-up window that opens, fill in the information about the new consultation. In particular, tick the "secure consultation" box (1) and then set the "tender opening date", i.e. the date on which the companies' tenders can be consulted (2). Then click on "+ create the lot".
This takes you to the management page for your consultation. At the top left of your screen, you will see that this is a secure batch (1). You will then need to complete the information by adding the elements of your request (2) and by adding the companies to which you wish to send your consultation (3). Once you have filled in the details, click on "send the consultations to the "secure" companies" (4).
A pop-up window will appear reminding you that once the requests have been sent to the companies being consulted, it will be impossible for the pilot/copilot to access or modify the consultation before the defined opening date. If this is what you want, click on "Start consultation". This is when the email is sent to each of the companies consulted.
How to consult a secure consultation ?
Before the opening date, you can only see who has responded or refused to participate in the consultation (1) but you cannot access the details.
However, if you wish, you can "unblock offers" (2).
Clicking on the button in question opens a pop-up window. You will then be asked to enter your password to confirm your choice.
Do you have any other questions we haven't thought of? Send us your request at this address. We look forward to hearing from you!
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