This article is intended for buyers. If you're a supplier, check out our supplier help articles here.
This article covers:
What is the Requests Table?
The Requests Table provides a convenient way to view all your requests in a tabular format, offering a quick overview of each request. This feature allows buyers to easily check the status of their requests at a glance.
Request Status Section
On the left hand side there is a panel with five statuses for your requests: Sent, Received (suppliers only), Public, Drafts and Templates. By clicking on each of these it will take you to a specific request table based on the status of your requests.
The overview will differ based on the status of the Request you’re viewing.
Sent requests overview will show information on: Status; Reference number; Current Deadline (if the request is active); Your role; Owner; and who the request was issued by.
Received requests overview will show information on: Bid status; From; Your role; Issued; and the Current deadline (only supplier’s will see current deadline).
Draft requests overview will show information on: Status; Reference number; Your role; Owner; Issued by; Created and Suppliers
Request Templates overview will show information on: Creator; Date created; and Date last updated.
Tags Section
Below the Request Status section is the Tags section. This is where users can create and manage their tags, often a tag will be related to a specific category, location or product. This enables easy management of requests. By clicking the + New Tag button a window will appear asking you to name the Tag and select where you want the tag to sit in the section by selecting the Nest tag under dropdown.
✏️ Please Note: Tags can be seen and used by everyone at your company.
How to Manage Sent Requests
Search bar
At the top of the Request Table, you'll find a search bar. Simply type in the name of the request you're looking for and click on it. You'll be instantly directed to that specific request.
✏️ Please Note: The search bar will consider active filters, ensuring results match both your search query and your selected filters.
Filters
Next to the search bar is a Filter button. There is 6 different filters:
User: Filter by specific user
Tag: Filter by specific tag
Status: Filter by Live, Deadlines Passed, Awarded or Closed status
Supplier: Filter by specific supplier
Active stage: Filter by the stage that the request is at
Final deadline: Filter by date of when the final deadline:
Is on
Is before
Is on or before
Is on or after
Has passed
Has not passed
Sort
By clicking on the Sort button, next to the Filter button you can sort by:
Creation date
Issue date
Final deadline
Automated reference
Request name
And choose for them to be sorted into Ascending (oldest to newest) or Descending (newest to oldest) order.
How to Manage Public Requests
Click here to read our article on Public Requests.
How to Manage Draft Requests
The Drafts table filters are almost identical to the Sent table filters, which you can find above in this article. The only filters unavailable in draft are Supplier or Active stage filters.
On the Drafts table users can hover over a Request and click on the ‘…’ button that appears. From there they can choose to Use as template or Delete.
How to Manage Request Templates
The Templates table can be filtered by Creator or Sort:
Creator
This is a dropdown button that lists all of the members in a users team. They can then click on the user whose created requests they want to view.
Sort
By clicking on the Sort button, next to the Filter button you can sort by:
Creation date
Issue date
Final deadline
Automated reference
Request name
And choose for them to be sorted into Ascending (oldest to newest) or Descending (newest to oldest) order.
From the Templates table users can also click on the + New template button to create a Blank template or a template Based on an existing request. To find more information on creating templates click here.
For any further queries, please use our live chat function or email: support@deepstreamtech.com