Sourcing Optimizer User Guide

• Welcome to the Keelvar Support Portal
• Whitelisting the Keelvar domain
• Language support: Translating Sourcing Optimizer
• Setting up your account
• Resetting your password
• Keelvarsity: Product training and resources

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• Events page
• Event types
• Creating an event
• Searching and filtering the events list
• Copying an event
• Favoriting an event

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• Entering the Event information
• Configuring the Messages settings
• Managing team members
• Uploading Supporting Documents
• Arranging Supporting Documents
• Configuring Currencies

• Schedule page
• Notifications
• Configuring a notification
• Delete a notification
• Edit a notification
• Setting an event schedule

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• Gating
• RFI page
• Creating an RFI
• RFI configuration: Online and offline options
• Creating questions for an RFI
• Creating an RFI using a downloaded template

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• Bid sheet design
• Bid sheet configuration: Online and offline options
• Creating a bid sheet design using the Keelvar template
• Uploading a bid sheet design
• Bid sheet overview
• Creating a bid sheet design online

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• Cost Calculation page
• Creating a primary cost calculation formula
• Testing your cost calculation formula
• Adding a secondary cost calculation formula
• Updating the Cost Calculation during a live round

• Event Settings
• General tab
• Feedback tab
• Capacity tab

• Split Configuration overview
• Configuring split awards

• Invitations tab
• Adding a bidder
• Adding a bidder list
• Sending an invite to bidders
• Sending all unsent invites
• Arranging bidders

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• Messages page
• Sending a message to all bidders
• Sending a message to multiple bidders
• Sending a direct message to a bidder

• Surrogate Bidding page
• Surrogate Bidding and Bidder Preview
• Placing surrogate bids online
• Placing surrogate bids for individual bidders using a downloaded template
• Placing surrogate bids for all bidders using a downloaded template

• Publish page
• Publishing your event
• Unpublishing your event

• Bidders page
• Searching the bidder table
• Managing bidder access
• Downloading the Bidder Activity report
• Bidder preview
• Unlocking the bid sheet

• Bid Activity
• Dashboard tab
• Timeline tab
• Coverage tab

• Management page
• Pausing an event
• Resuming an event
• Changing the bidding duration
• Closing the round early
• Re-opening a round

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• Scenarios page
• Creating a scenario
• Quickly adding multiple scenarios
• Arranging scenarios
• Evaluating scenarios
• Scenario Infeasibility

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• Bidder Groups
• Creating a bidder group

• Lot Groups
• Creating a lot group
• Quickly adding multiple lot groups
• Arranging lot groups

• Bid Analysis
• Table tab
• Filtering the Bid Analysis table
• Downloading a Bidding Analysis report
• Round Chart tab
• Reports tab

• Scenario Visualizations
• Visualizations tab
• Accessing the visualization configuration form
• Configuring a visualization
• Configuring the overview layout
• Using groups and breakdowns

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• Scenarios Analysis overview
• Downloading a Scenario Analysis Report
• Downloading a Bid Summary Report

• RFI Analysis
• Downloading an RFI Analysis Report
• Downloading RFI files

• Award page
• Choosing a winning scenario
• Award communication
• Reopening an event