How to Shortlist Suppliers

This article explains how to shortlist suppliers during a tender exercise. Shortlisting allows you to narrow down the list of responding suppliers to those who meet your requirements before proceeding to the next stage of the procurement.

Before You Begin

Make sure you have:

• An active tender exercise with supplier(s) responses submitted
• Completed evaluation of responses (recommended before shortlisting)

Step 1 – View Supplier Responses

1. Navigate to your tender exercise.
2. Go to the View Responses or View and Evaluate Responses page.
3. Review the list of suppliers who have submitted responses.

Step 2 – Select Suppliers for the Shortlist

1. Use the checkboxes to select the suppliers you wish to shortlist.
2. You can review evaluation scores and responses to help inform your decision.
3. Click Shortlist to add the selected suppliers to the shortlist.
4. You must select at least one supplier.

Step 3 – View the Shortlist

1. The shortlisted suppliers will be shown on the Shortlisted Suppliers page.
2. From here you can review the shortlist before proceeding.

Step 4 – Take Action on the Shortlist

From the shortlist you can:

• Email - Email the shortlisted suppliers. 
• Remove – Remove a supplier from the shortlist if needed.
• Export – Export the shortlisted suppliers into a Supplier List, Contract List or Tenderbox. 

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