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The works enquiry process


The enquiry process involves selecting a set of scheduled tasks, sending them out to one or more service providers for confirmation of dates and pricing, receiving the responses back and optionally converting the enquiries into confirmed orders.

The enquiry process is very similar to a tender enquiry process but has the possibility of confirming returned enquiries into orders - as with tender enquiries, the e-tendering process within Flow360 closely mirrors a paper based tendering process and is an effective and more efficient way to mange this process.

The steps in the tender enquiry process

1) Manager creates new enquiry

Follow the instruction in the section Creating tender enquiries, works enquiries and orders to create and send out the tender enquiries.

2) Service provider receives and responds to enquiry

Follow the instructions in the section Responding to a works enquiry.

3) Manager receives the returned works enquiry and optionally converts them into confirmed works orders

Follow the instructions in the section Converting an enquiry into an order.
Also look at the sections on rates for more information on how rates are stored and used in Flow360.