To create a tender:

1. Navigate to an existing lead or a presite job and then click on 'Tenders' underneath that leed or job in the navigation tree;


2. Next, click on the 'New Tender' icon on the top right hand side of the page;


3. After entering the tender screen, the first step is to choose a house type

To assist with this there is a search and filter pane on the left hand side.

If you need to, use this to find the suitable house type;



4. Once you have selected a house type, select which price level is applicable to this tender by clicking on the dollar value of the house and choosing the price level.

NOTE: If different pricing per region, area or zone isn't applicable to your company then you might not have different price levels to choose from.


5. Now just click 'New Tender' to continue


6. You are now in the 'Tenders Edit' screen.

The first thing that helps is to set the page to fullscreen view by clicking 'Fullscreen' at the top of the page;


This now provides more screen space to start editing the tender and going through the packages and options.


7. The tenders edit screen is split into 3 panes.


1 Shows the Price Breakdown of each item.
Adding or removing items in pane 2  will automatically change the pricing in pane 1.
Clicking on the light blue text will take you straight to those items in pane 2 (these are just shortcut hyperlinks to save scrolling up and down the page)

2 This is a list of all the selections (Facades, Packages, Options and Custom Options) that you can make.
There are different selection types (Images, List Items, Single selections, Multiple Selections) depending on the types of Packages or Options available.
3 This pane shows the details of the selected package or option from pane 2.
Below is an air conditioning package which consists of multiple individual options. 
The total price of this package is $0.00 as it is included in the standard house price.



At any point in time if you would like to change the width of a pane just hover your cursor over the edge line of the pane and when a horizontal arrow appears you can click and drag left or right.


8. Pane 2 and 3 are what we'll concentrate on now.

It is structured in order of; facades, packages, standard options and then custom extras.

Just move through these sections and make your selections using pane 3 for additional details and information where required.


As you navigate through the sections of pane 2 you will come to the options section.

You can view which options are included in the standard house price and which are included in the previously selected packages above.

You can also add extra quantities of options at this stage by clicking on the up down button in the 'Extra' column or typing in a number.



If you want to open all of the packages or options which are displayed in detailed view click on the small arrow on the right hand side of pane 2 at the top of that section;


Some options may be highlighted in orange, then when you try to save the tender, you will get the following message.


This means that these options require a substitution.
The substitution is done by selecting the highlighted option, then selecting the substitute and Qty on the right hand side in pane 3.
For example, the Front Door Standard Option has been highlighted and on the right side, you can select another type of front door.


On completion of the substitution, the option will turn to green and the tender can now be saved.


Finally, to create a custom option you can add any non standard options in by clicking 'Click here to add new item'. 



The Custom option added for example (Golden Taps) below can include other options within it that were not available in the selection. 

Click on Convert to build up and you can select to add other available options not in the list of the Standard Options for this tender.


You can select the options to include from the screen that populates for all the options, the comments can be written down about the items and pricing status can be defined.


To select the pricing click on the drop down box.



To view all selected options, use the filter icon and select 'True'. 
This also applies to Packages.


9. Now we move to pane 1.
On the 'Overview' tab in pane 1, you can select different statuses to progress through a tender. 
i.e. Draft, Client Review and Rejected by Client


You can also select different tender types (depending on the business rules) and you can click on the print tab to print the tender details of the selected options and packages. 
When you click on the 'Reprice' button, the tender gets updated with the most recent prices loaded into the database for the packages and options;



10. Finally, click on the save button on the top right corner to save the Tender;


11. To return to the main tenders screen for that leed or job click on the tenders in the navigation tree


12. A tender list will display all of the tenders created for the leed or job as below:


Once the tender has been edited and gone through all of the statuses, it will become locked for editing when it reaches 'Contract' status;