User manual

INSTRUCTIONS FOR THE PURVEYOR

In order to add a new procurement, you must first register yourself as the environment’s user or if you have already registered, sign in.

So that you would not have to make several users in the environment, we have organised the user issue as follows: even if you have registered as a purveyor i.e. the organiser of the procurement, there is a link in the upper left corner of the environment which enables changing your role into a tenderer. In addition, if you have registered as a legal person, you will also be able to use the same user as a private person if necessary, by changing the person in the upper right corner. By changing your role or person, your MY menu subdivisions will also change.

To add a new procurement, choose ADD PROCUREMENT in the main menu or MY – PROCUREMENTS – ADD NEW PROCUREMENT. All the procurements that you have organised will be stored under MY – PROCUREMENTS. When adding procurements, fill the necessary blanks – save your work – check the stored data – press PUBLISH.

Every time your procurement receives an offer, a notification email will be automatically sent to you. When you are logged in, you will be able to view all the offers made for your procurement under the procurement details. Make sure to select a procurement winner once the procurement ends – once you select the procurement winner, your contact details will be automatically sent to the procurement winner so they could contact you and make an agreement regarding the payment and delivery/pickup – your contact details will not be visible to the tenderers before that. Provided that you did not receive a single suitable offer, you can also end the procurement without a winner.

Note: The purveyor i.e. the organiser of the procurement will be able to view the contact details of all tenderers.

MY – Orders: The order history of your paid services can be viewed here. The only paid service available for the purveyor is ordering an SMS reminder. You can print an automatically generated invoice from the order’s detailed view.

MY – Reminders: Here you can order SMS reminders for your offers – reminder for when your procurement receives a new offer. The price list for SMS reminders can be viewed here. Email reminders do not need to be ordered separately – they will be automatically generated and are FREE OF CHARGE!

MY – Account details: Here you can view and change your account details.

MY – Persons: If you have registered as a private person, this option enables you to add an account for a legal person and act as a legal person. The option also enables you to add other users under the legal person and change the details of the legal person. Only the main user of the legal person can change the details of the legal person and add new users.

NB! When you order a paid service, the invoice will be generated for the person you are currently using the environment as. You will be able to view who you are acting as in the upper right corner.

To ensure that all automatic notices function properly, your email address must not be entered as name[at]domain.ee or similar but must be entered as name@domain.ee.

INSTRUCTIONS FOR THE TENDERED

In order to add a new procurement, you must first register yourself as the environment’s user or if you have already registered, sign in.

So that you would not have to make several users in the environment, we have organised the user issue as follows: even if you have registered as a tenderer, there is a link in the upper left corner of the environment, which enables changing your role into a purveyor i.e. the organiser of the procurement. In addition, if you have registered as a legal person, you will also be able to use the same user as a private person if necessary, by changing the person in the upper right corner. By changing your role or person, your MY menu subdivisions will also change.

To make an offer, open the detailed view of the procurement that you are interested in. If you do not have credit to make the offer (view price list), the possibility to purchase credit for the offer will appear under the detailed view of the procurement. Once you have purchased credit, you will be able to make offers. Several offers can be made to one procurement (for instance different tyre models). Previous offers can also be cancelled (for instance if you would like to make a new offer with a different price). You will be able to view all made offers and their statuses under: MY – Offers. If you are chosen as the winner, an automatic email will be sent to you with the purveyor’s contact details – thus, make sure that you have entered your contact details correctly in the offer form (the email address must not be entered as name[at]domain.ee or similar but must be entered as name@domain.ee).

MY – Special offers: Here you will be able to add your special offers to the special offer section. Publishing special offers is a paid service (view price list). Your special offers history will also be stored here.

MY – Orders: The order history of you paid services can be viewed here. You can print an automatically generated invoice from the order’s detailed view.

MY – Reminders: Here you can order SMS or email reminders for new procurements – the reminders enable you to determine, which area, manufacturer or vehicle type you are interested in. You will only be sent reminders concerning the procurements that suit the parameters that you have personally set. The SMS reminder is a paid service – the price list can be viewed here. Email reminders are FREE OF CHARGE!

MY – Account details: Here you can view and change your account details.

MY – Persons: If you have registered as a private person, this option enables you to add an account for a legal person and act as a legal person. The option also enables you to add the users of other company workers to the legal person’s accountand change the details of the legal person. Only the main user of the legal person can change the details of the legal person and add new users.

NB! When you order a paid service, the invoice will be generated for the person you are currently using the environment as. You will be able to view who you are acting as in the upper right corner.