Help Centre
Other topics

Change a tender's status

Available statuses

Your organisation’s settings determine which statuses are available for tenders and which statuses can follow each other. These settings can be managed by Mercus helpdesk.

By default, the following statuses are available:

  • Potential Potential estimates are estimates that you base on needs that you know or assume that a client has, not on invitations for tender. They help you analyse a client’s sales potential in order to steer your sales resources in the right direction.

  • Invitation for tender You have received an invitation for tender and are making a decision on whether to calculate a cost estimate.

  • Decided to calculate You have decided to calculate a cost estimate.

  • Calculating Cost estimate is in progress.

  • Calculation done Cost estimate is completed.

  • Pricing done Pricing is completed.

  • Sent Your bid is submitted.

  • Ordered The tender has resulted in an order and you have decided to deliver.

  • Deferred The tender has been submitted but the client postpones their purchase decision.

  • Over Use Over in all scenarios where your organisation stops working on a tender with the result that no order is delivered. For example, use Over when you decide not to calculate a cost estimate, when you decide not to submit a bid, when you lose a bid or when you win a bid but decline the order.

  • Work in progress Order is being delivered.

  • Delivered Order delivery is completed.

  • Archived The tender is archived. Archived tenders are automatically removed from estimators’ computers but remain in Broker Site Manager. If you are an archived tender’s estimator, you can restore it in Broker Site Manager.

Change the status

You can change the status of a tender if the following prerequisites are met:

  • You can access the tender

  • You have the permission to edit tenders or you are the tender’s estimator.

To change a tender’s status, follow these steps:

  1. On the main menu, click Tenders.

  2. Find the tender and, to go to its page, click the arrow Arrow rights at the right end of its row.

  3. Next to Status, click Change.

    A screenshot of Broker Site Manager A screenshot of Broker Site Manager

  4. Click the new status, and then click Change.

  5. If you changed the status to Over and if your organisation uses reason codes, you are asked to choose a reason code. Click the correct reason code, and then click Ok.