- TMS Buttons: Add and Manage Tenders in the Tenders Table

Introduction

Tender Management System (TMS) buttons are quick tools that appear in the tenders table, allowing you to add tenders to your Tender Management System or manage them directly without navigating to another page. These buttons save time and facilitate the process of organizing and tracking important tenders.

What are TMS Buttons?

TMS buttons are interactive buttons that appear in the actions column of the tenders table, providing:

• Quick Add: Add tender to TMS with one click
• Direct Management: Open tender management window without leaving the table
• Dynamic States: Button changes based on tender state (added or not)
• Full Integration: Works with status system, tags, and notes
• Instant Update: Table updates automatically after any change

Available Buttons

1. "Add" Button

When it Appears: When the tender is not added to the Tender Management System

Function:

• Add tender to TMS with one click
• Assign default status to tender
• Show success notification after adding
• Update table to show "Manage" button instead of "Add"

How to Use:

1. Identify the tender you want to add
2. Click the green "Add" button
3. Wait for confirmation message
4. Button will automatically change to "Manage"

Important Notes:

• Subscription Required: If you don't have an active subscription, a subscribe button will appear instead
• Instant Add: No need to fill any information, tender is added directly
• Default Status: Tender is added with the default status set in system settings

2. "Manage" Button

When it Appears: When the tender is already added to the Tender Management System

Function:

• Open tender management window
• Display all tender details in the system
• Edit status, tags, and notes
• Delete tender from system if needed

How to Use:

1. Click the blue "Manage" button
2. Wait for tender data to load
3. Management window will open automatically
4. Make required modifications

Tender Management Window

When you click the "Manage" button, a popup window opens containing all tender information and management options:

Displayed Information

1. Status Badge

Location: Top left of the window

Function:

• Display current tender status
• Change badge color based on status
• Instant update when status changes

Common Statuses:

• Under Review: Initial tender review
• In Preparation: Preparing technical proposal
• Ready to Submit: Proposal ready to send
• Submitted: Proposal submitted
• Won: Won the tender
• Lost: Did not win
• Cancelled: Tender cancelled

2. Tender Name

Function:

• Display complete tender name
• Easy name copying

3. Reference Number

Function:

• Display tender reference number
• Quick link to tender details page

4. Status List

Function:

• Change tender status
• Select from custom statuses
• Instant status update

How to Use:

1. Click on status list
2. Choose new status
3. Will update automatically

5. Tags

Function:

• Add custom tags to tender
• Organize tenders by priority or type
• Filter tenders later by tags

Common Tags:

• Important: High priority tenders
• Follow-up: Needs regular follow-up
• Urgent: Close submission deadline
• Strategic: Strategic tenders for company

How to Use:

1. Click on tags field
2. Select appropriate tags
3. You can add multiple tags to same tender

6. Notes

Function:

• Add private notes to tender
• Record important information
• Share notes with team

Note Examples:

• "Contacted agency to inquire about specifications"
• "Requires ISO 9001 certificate"
• "Estimated price: 500,000 SAR"
• "Assigned Engineer Ahmed to prepare technical proposal"

7. Action Buttons

Available Buttons:

"Save" Button:

• Save all changes
• Update data in system
• Close window after saving

"Delete" Button:

• Delete tender from TMS
• Request confirmation before deletion
• Update table after deletion

Practical Examples

Example 1: Add New Tender to System

Goal: Add important tender to TMS for tracking

Steps:

1. Open tenders page
2. Search for required tender
3. In actions column, click green "Add" button
4. Wait for "Tender added" message
5. Notice button changes to "Manage"

Result: Tender is now in TMS with default status

Example 2: Update Tender Status

Goal: Change tender status from "Under Review" to "In Preparation"

Steps:

1. Click "Manage" button for tender
2. In management window, click status list
3. Select "In Preparation"
4. Click "Save" button
5. Close window

Result: Tender status updated and will appear in "In Preparation" column in Kanban board

Example 3: Add Tags and Notes

Goal: Organize tender by adding tags and important notes

Steps:

1. Click "Manage" button
2. In tags field, select "Important" and "Urgent"
3. In notes field, write: "Submission deadline: June 15 - Requires ISO certificate"
4. Click "Save"

Result: Tender is now organized with clear tags and useful notes

Example 4: Delete Tender from System

Goal: Remove no longer relevant tender from TMS

Steps:

1. Click "Manage" button
2. In management window, click red "Delete" button
3. Confirm deletion
4. Wait for "Tender deleted" message
5. Notice "Add" button returns in table

Result: Tender deleted from system but still exists in general database

Example 5: Add Multiple Tenders at Once

Goal: Add all Ministry of Health tenders to system

Steps:

1. Filter tenders by agency
2. Select "Ministry of Health"
3. For each tender, click "Add" button
4. Wait for each tender to be added before moving to next
5. Review all added tenders in Kanban board

Result: All Ministry of Health tenders are now in TMS

Tips for Effective TMS Buttons Usage

1. Add Important Tenders Only

• Don't add every tender: Focus on tenders relevant to your activity
• Use filters first: Filter tenders before adding
• Review before adding: Ensure tender importance

2. Update Status Regularly

• Regular follow-up: Update status as work progresses
• Clear statuses: Use statuses that reflect reality
• Team communication: Ensure everyone knows current status

3. Use Tags for Organization

• Standard tags: Create standard set of tags
• Distinctive colors: Use different colors for priorities
• Easy filtering: Use tags for quick filtering

4. Write Useful Notes

• Specific information: Write important details only
• Dates and numbers: Record deadlines and important numbers
• Continuous update: Add new notes with developments

5. Review and Delete Completed Tenders

• Regular cleanup: Delete completed or cancelled tenders
• Archive: Use "Completed" status before deletion
• Clean system: Maintain organized TMS

Integration with Other Features

1. Kanban Board

• Added tenders appear in Kanban board
• You can drag and drop tenders between columns
• Updates sync between table and board

2. Reminders

• Add reminders for important tenders
• Reminders work with TMS
• Automatic notifications before deadlines

3. Favorites

• Favorite tenders can be added to system
• Full integration between both features
• Unified management from one place

4. Analytics

• Analyze tenders in system
• Status and tags statistics
• Performance and results reports

Frequently Asked Questions

Can I add a tender twice?

No, each tender can only be added once. If the tender is already added, "Manage" button will appear instead of "Add".

What happens when I delete a tender from the system?

When deleted, the tender is removed from TMS only, but remains in the general database. You can re-add it anytime.

Can I modify available statuses and tags?

Yes, you can manage statuses and tags from TMS settings page. You can add, edit, or delete statuses and tags according to your needs.

Do updates sync with the team?

Yes, all updates sync instantly with all team members. When you update status or add a note, everyone will see it immediately.

Can I add tenders from other pages?

Yes, TMS buttons are available in all tender tables across the platform, including favorites, reminders, and advanced search pages.

What if I don't have an active subscription?

If you don't have a subscription that supports TMS, a subscribe button will appear instead of "Add" button. You can subscribe directly from there.

Can I export tenders from the system?

Yes, you can export all tenders in TMS to an Excel file from the main system page.

Conclusion

TMS buttons in the tenders table are powerful tools for efficiently organizing and managing tenders. By using these buttons, you can:

• Quick Add: Add important tenders with one click
• Direct Management: Update status, tags, and notes without leaving table
• Effective Organization: Use statuses and tags to organize tenders
• Accurate Tracking: Record important notes and updates
• Save Time: Complete management from one interface

Start using TMS buttons today to improve your tender management efficiency and save hours of time in organization and tracking!