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Create a CINX Project

Create a CINX Project

To create a project in CINX is quite easy.  A 4-step wizard will guide you through the process.  There are several fields you can populate for the project, but only a handful are required.

If other CINX users from your company will be affiliated with this project, please make sure to assign them in the project (participants menu).  

Read this article for more information on creating a CINX project.   Click here if you would like to watch the video tutorial.

 

Search Details

A brief overview of the Search functionality of the CINX website.  

Create and Submit a Request for Quote (RFQ)

Create and Submit a Request for Quote (RFQ)

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.

How to Create a Project - video tutorial

This short video walks you through the project creation in CINX.  

If you prefer to view this on YouTube, please click here. 

Please contact HPH if you have trouble viewing the video.  800.890.0820 or This email address is being protected from spambots. You need JavaScript enabled to view it.

Import a Bill-Of-Materials to a CINX project - video tutorial

This short video walks you through importing a bill-of-materials for a 3rd party system into your CINX project.  

If you prefer to view this on YouTube, please click here. 

Please contact HPH if you have trouble viewing the video.  800.890.0820 or This email address is being protected from spambots. You need JavaScript enabled to view it.?subject=Video%20Help">This email address is being protected from spambots. You need JavaScript enabled to view it.

Viewing a Vendor Quote

Viewing a Vendor Quote

Once your vendor sends you a Quote, what do you do?  First, review it!  This article will cover reviewing the vendor quote. 

In other Support articles, we will cover:

Quote Compare

Applying the Quote(s) to a project

Create a Purchase Order. 

 Click details to read more about reviewing the vendor quotes.

How to create an Autobid Rapid Report

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.

If you can not access YouTube,This email address is being protected from spambots. You need JavaScript enabled to view it..