This short video will walk an AutoBid user through the steps to create a Rapid Report export from AutoBid. This report can then quickly be imported into CINX to enable the sharing and re-use of the information that went into a particular bid.
If you'd like to watch this video in YouTube, click here.
The Viewpoint MEP (Estimation) import is the "Summary Export". This export is customizable, so users will need to adjust the columns in this export. Read this for more information on the specific columns required for a succesful import.
Once you have your project created and populated with your project items (see documentation if you need help with these tasks) now you begin the procurement tasks. Creating a Request for Quote, or RFQ, can be done stand-alone (not related to a project) or project-specific. The steps in this article are for a project-specific RFQ.
Items in a project may need to update with additional information, such as delivery or pack and tag information. Bulk Editing will help make this task easy. ALL items or Selected items in a project can be updated with a few clicks.
It is important to note that these fields will stay populated throughout the various transactions – you only need to enter this information ONCE. You are given the opportunity to change values as the items move through the procurement process.
Read more for the steps to bulk edit the items in your project.