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 suppliers to easily check the status of their received requests at a glance.
How to Manage Received 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.
Tags
Click on the Tags button to sort received requests by their tagged category.
✏️ Please Note: You can’t manage your tags in this section, if you wish to create a new tag please go to the Tags section on the left hand side of the page and click + New tag.
Bid Status
This button allows users to find requests based on the status of their request and how the supplier has interacted with the request. The filter options include:
No response
Incomplete
Complete
Awarded
Unsuccessful
Declined to bid
From
By clicking on the From button users will see a drop down of the Supplier companies. By clicking on a specific company, they will see all requests associated with them.
Your role
The Your role button lets users filter based on their role in the request. They have the option of clicking Owner, this is all requests that they own, or if someone is a Super User they can click None, which allows them to see all requests even if they are not on the team.
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.
For any further queries, please use our live chat function or email: support@deepstreamtech.com