Admin: Create and Publish a Service Request (RFQ)

Admin: create and publish a service request

Requires: Society admin role and Procurement marketplace module enabled.

Steps

1. Go to Admin → Operations → Procurement.
2. Tap New service request.
3. Scope select service category, enter title and description.
4. Details add specifications; choose visibility (all verified vendors, invited only, or private).
5. Timeline set quote deadline (must be in the future), optional start date and duration; optional internal budget range (vendors never see this).
6. Review save as draft or Publish to marketplace.

Draft requests are visible only to admins. Published requests appear on the vendor marketplace and the resident Procurement feed.

Tips

• Use parent categories (e.g. Security) or sub-categories (CCTV AMC) for precise vendor matching.
• Budget is for internal planning only never shared with vendors.

FAQ

Can I edit after publishing? Not the deadline; cancel and re-create if needed. Who sees drafts? Admins only.