Create an event

Create an event

When working in Fairmarkit, you can manually create an event, create an event from a request, or clone a previously created event. If your purchasing application is integrated with Fairmarkit, your events are automatically imported and available from the Events list.

Create an event

1

From the menu, click Create. A window displays, asking What would you like to create? The available options depend on your event permissions.

2

Select the type of event you want to create. Depending on the event type, additional screens may display. See the instruction on creating a specific event type for more information.

Create from a request

When users submit a request from Sourcing intake, you can use the request to create a request for quote or a request for proposal event. For more information, see Create an event from a request

Create from a template

With a template, you can create request for proposal and request for information events more efficiently by streamlining and standardizing the event creation process. Depending on the template, it may contain header information, sections, questions, notes to suppliers, and file attachments that will automatically populate in your new event. You can only create an event from a full template; see Add a section for information on how to apply a section template.

1

From the menu, click Create. A window displays, asking What would you like to create?

2

Select if you want to create a request for proposal or a request for information. A window displays, asking how you'd like to create your event.

3

Select From a template and click Continue. A list of available templates displays.

4

Select a template, and click Continue. A new event is created. Any information from the template is added to the event.

5

In the top, left corner make sure that RFP or RFI is selected for event type.

Create using AI-generated suggested sections

When creating a request for information (RFI) or a request for proposal (RFP), you can enter a description of what you need and let AI generate a list of suggested sections to add to your event. Once generated, you can review the suggested sections and select which ones to include.

This option is only available when your company has enabled AI suggestions for your events.

1

From the menu, click Create. A message displays, asking how you'd like to create your event.

2

Select AI-generated suggested sections to include in your RFP and click Continue. A window displays asking you to provide a detailed description of what you need to purchase.

3

Enter a description of the goods or services that you need to purchase. The more details that you include, the better we can suggest sections for your event. In addition to the description, you can upload other files (PDF or DOCX format) with details of what you need to purchase. Click Continue. A list of suggested sections are generated.

4

Verify you want to add the sections. Deselect any sections you don't want included. Click Apply Sections. A new event is created with the selected sections.

5

In the top, left corner make sure that RFP or RFI is selected for event type.

Clone an event

If you frequently make similar or complex manual events, you may want to create a clone of an existing event to save time. This option copies an existing event and saves it as a draft. Supplier responses from the original event are not cloned.

Create via integrations

Request for quote events may be automatically generated through an integration with your ERP/P2P purchasing application. Your integration may be through direct integration with your system, the Fairmarkit API, or SFTP. Depending on your integration, awarded quotes could be pushed back to your purchasing application. With integrated systems, you can access your events on your events list.