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    Event Types

    Scout enables you to identify the type of Sourcing Event that you're running: RFP, RFI, RFQ, etc. Company Admins can also add/edit the Event Type options to best fit their organizations needs.

    This article explains the different types of events you can run in Scout, why you should use them, and how to modify them!


    Event Types

    Scout comes with five pre-populated Event Names and corresponding Response Names:

    Event Name Response Name
    RFP Response
    RFQ Bid
    RFI Proposal
    General Bid Quote
    General Inquiry Bid

     

    However, you can customize the names for your organization's Sourcing Events within Scout, as well as the names of the corresponding Supplier responses.

    Note: If your organization has Reverse Auctions enabled, your Sourcing Managers may convert any Event that has a pricing sheet into a Reverse Auction.

     

    Why Change Event Types?

    While changing your RFx's Event Type won't change the structure of the RFx, it will help to manage the expectations of your Suppliers.

    By selecting specific Event Types, you can provide your Suppliers with insight into what your organization is looking for (e.g. an RFP is generally more qualitative than an RFQ). Additionally, Sourcing Managers can keep the company's Sourcing Events more organized by choosing specific, fitting Event Types.

     

    Add/Edit Event Types

    Edit existing Event Type names and/or create additional Event Type (e.g. Request for Grant Submission) for your company to use:

    1) First, select Settings on the Navigation Bar:

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    2) Under Settings, click to expand Event Types. Here, you can add, edit, or delete as needed:

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    Click here for more articles about Company Settings

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