Step 1 - Creating an Opportunity: Generate a Sourcing Opportunity

You've identified that you might have an opportunity to get better pricing and want to create an opportunity to send to your vendor contacts.

The Sourcing Module is found in the Activate area of CurvoX. This is where you would initiate a project that would send opportunities out to your vendor contacts. There are about 6 steps to kick off a project. 

  1. Identify
  2. Select Baskets and Set Goals
  3. Pricing Target
  4. Vendor Selection
  5. Draft Message
  6. Summary

Begin by selecting from the top menu bar, from the menu items in the second bar, and then on the far right.

This displays a screen with the following fields:

  • Opportunity Name: Identifies the project sent to supplier contacts.
  • Opportunity Key Contact: Identifies the person managing the initiative - the sender of the email for the project kickoff. 
  • Start Date: Identifies the date the vendor must sign-up or accept this project.
  • Due Date: Identifies the cut-off date or the date when the supplier needs to have their bids uploaded and submitted. 
  • Opportunity Description: Use this field to describe any unique details of what you are  requesting from the vendor or attempting to accomplish. 

Once you have completed addressing the fields, click Continue