TenderBoard Support

Buyers 15

• Check Goods Receipt & Invoice
• Three-way Matching
• Introduction to Contract Management Module
• Create A New Contract
• Create A Purchase Request (Contract)

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Buyer Admins 10

• Contract Management Form Fields in Form Designer
• Contract Chain(s) in Approval Workflow Designer
• TenderBoard Platform Updates in October 2023
• TenderBoard Platform Updates in December 2023
• Updating Forms and Workflows to the Latest Version

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Your Account & Getting Started 4

• What do the entries in the audit log mean?
• How do I switch the entity I am logged in to?
• How can I set someone to cover my duties when I'm away?
• Updating my Contact Details

Creating a Purchase Request 23

• Duplicate Reference Numbers
• Clone Purchase Request
• Importing line items when creating a new purchase request
• How can I cancel a Purchase Request
• What does the Option field do in TenderBoard

View all 23

Inviting & Managing Suppliers 17

• Ending daily reminders for RFQ of manual submission
• Vendor unable to receive email invite / notification
• How to update supplier contact details when requesting supplier to submit invoice/call for invoice function
• How can I update supplier contact details while my deal is still open?
• How can I add another supplier contact to my invitation?

View all 17

Sourcing: Clarifications, Amendments, Evaluation & Award 25

• How to do a multi-award in the system?
• Request for suppliers to resubmit their bids
• How can I cancel a deal that is pending evaluation?
• Why can't I view the bids submitted for my deal?
• How can I convert a quotation submitted in foreign currency?

View all 25

Purchase Orders & Goods Receipt 10

• How can I cancel a Goods Receipt that is in progress?
• How can I download documents from my Goods Receipt?
• How can I setup a recurring Goods Receipt
• What happens if there is more than one delivery / receipt of goods within a single Purchase Order?
• How can I Close a Purchase Order that I no longer wish to receive?

View all 10

Invoices, Direct Invoices & Credit Notes 11

• Why don't my totals add up? Rounding on TenderBoard
• How can I cancel a Direct Invoice
• How can I receive invoices from suppliers on Tenderboard?
• How can I process an invoice submitted for a Purchase Order
• How do I use the Gateway Export functionality?

View all 11

Budgets 3

• Why is my budget not displaying the available amount?
• How do I use the Budget Tracking functionality in TenderBoard?
• Budget Details and Status Definition

FAQ 11

• Viewing details / submitting for tenders on other platforms
• What are keywords?
• Is TenderBoard Free?
• How to Search for Past Tenders on TenderBoard
• How many deals can I see for my industry

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My Account 9

• What Keywords should I add to my account?
• How do I update my keywords?
• How can I get more relevant opportunities with my keywords?
• How can I stop receiving notifications for deals in my alerts that I'm not interested in?
• Can I market my services on TenderBoard?

View all 9

Suppliers 9

• Why am I not receiving my Daily Alerts?
• How do I receive updates on deals I am interested in?
• Help Resources for Keyword List in your TenderBoard Account
• How do I subscribe to TenderBoard's Supplier Portal
• How to add competitors in my watchlist

View all 9

Registering & Setting Up Your Account 14

• When can I start using my account?
• How do I change my email address in my account?
• Pre-qualification form
• Affiliation with Gebiz and other e-Procurement websites
• How to submit Supplier Details Form

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Submitting a Bid 18

• How do I submit a bid on TenderBoard
• Was my submission successful
• How do I resubmit / amend my submission
• How do I find details of a past submission
• Error Message "You Are Not Authorized To View This Page"

View all 18

After Award: PO & Invoices 6

• Information on winning bid
• What are the competing prices and the details of the winning bid?
• Acknowledging your PO / Award
• How do I submit / upload my Invoice for an awarded deal?
• How To Submit an Invoice Early On TenderBoard Using My Account?

View all 6

Audit Information 1

• TB's Password Policy

Login, Security & Support 9

• I'm not receiving TenderBoard emails
• Password Reset
• My password has expired. What do I do?
• How do I set up or disable 2FA (two-factor authentication)?
• How Do I Reset My Password for My TenderBoard Account

View all 9

Users, Roles & Access 3

• Department Functionality in TenderBoard
• How to Set Covering Function for Buyer Admin
• How do I assign rights to the Sub-Admins in my organisation?

Forms, Workflows & Approval Designer 1

• Annotations in the Approval Workflow Designer

Organisation Settings 6

• How can I set Currency Conversion rates for my organisation?
• How do I activate the Manual Bid Submission option for my organisation
• How do I configure the Credit Note capability for my organisation
• Creating, Editing and Deleting Budget
• Budget Management: Organization Settings

View all 6

Supplier Directory 3

• How to blacklist a supplier under your vendor list?
• Adding Tags to Suppliers in my Directory
• Adding a Supplier to Supplier Relationships

Reports & Platform Updates 2

• Report Designer
• Latest Features on TenderBoard