Declining to Bid on Line Items

After reviewing the details in a quotation, you may decide that you do not want to bid on some or all of the line items.

This procedure shows you how to enter no-bid details from the list page of quotation line items. The same no-bid comment is entered for all selected line items. You can also set a specific line item to No Bid on its Properties page. See Editing Details for Quotation Line Items.

Before you begin: View the list of line items in a quotation. See Managing Quotation Line Items.

  1. Check the line items you do not want to bid on.

  2. From the page Actions menu or toolbar, click No Bid.

    No Bid

  3. Enter a reason why you chose not to bid on the selected line items.

    The reason will be entered in the details for all selected line items.

  4. Click OK.

Selected line items show in the list with a line through the name.