Getting Started
- Whitelisting the Keelvar domain
- Language support: Translating Sourcing Optimizer
- Setting up your account
- Verifying your account
- Resetting your password
- Changing your password
Events
- Events page
- Event types
- Creating an event
- Searching and filtering the events list
- Copying an event
- Favoriting an event
Design: Overview
Design: Schedule
- Setting an event schedule
- Adding a bidding round to an event
- Event stages
- Adding a multi-round stage to an event
- Autopilot
- Adding a bidding round to an event using Autopilot
Design: RFI
- Creating an RFI
- RFI configuration: Online and offline options
- Creating an RFI using a downloaded template
- Creating an RFI online
- Creating an RFI by copying an existing RFI
- Creating questions for an RFI
Design: Bid Sheet
- Bid sheet design
- Bid sheet configuration: Online and offline options
- Bid sheet design using the Keelvar template
- Creating a bid sheet design using the Keelvar template
- Uploading your bid sheet design
- Creating a bid sheet design online
Design: Event Settings
Design: Cost Calculation
Design: Split Configuration
Invite: Bidders
- Invitations tab
- Adding a bidder
- Adding a bidder list
- Sending an invite to a bidder
- Sending invites to multiple bidders
- Sending all unsent invites
Invite: Messages
Invite: Surrogate Bidding
Publish
Bid: Bidders
Bid: Activity
Bid: Management
- Management page
- Pausing an event
- Resuming an event
- Changing the bidding duration
- Closing the round early
- Re-opening a round
Evaluate: Scenarios
- Scenarios page
- Adding and evaluating a scenario
- Quickly adding multiple scenarios
- Arranging scenarios
- Evaluating all scenarios
- Rules tab
Evaluate: Bidder Groups
Evaluate: Lot Groups
Analyze: Bid Analysis
- Bid Analysis
- Table tab
- Filtering the Bid Analysis table
- Downloading a Bidding Analysis report
- Round Chart tab
- Reports tab
Analyze: Scenario Analysis
Analyze: RFI Analysis
Award
Legacy Help Content
- Sourcing Optimizer Overview
- RFQ Event Settings
- Managing Events
- The Evaluate Step in Detail
- Lot Configuration
- Multi-Currency Events