Project Bidding - General Configuration (Bidding Module v4.0.5 and later)
Reminder: This applies only to the Project Bidding module v4.0.5 and later
When you have the Project Bidding module installed, you will need to do the initial configuration first.
Simply go to Stores > Settings > Configuration > Omnyfy > Project Bidding Management.
General Settings
These are the standard settings you can configure.
Field Name | Notes |
Enable | Set to Yes to enable using the Project Bidding module on the platform. |
Primary Project Type to be Used | Keep as Default Root Type - this sets where the primary root project types are created. If you are using a multi-marketplace set up, you can choose the specific Root Project Type for that website configuration (ensure you are working with the correct scope. |
Term for Invitees | This field is used to label your vendors/service providers/experts. This will appear across the entire Project Bidding workflow. |
Project Communications | This allows you to control if the Vendors will be able to communicate with the Customer or if only Marketplace Owners can. |
Terms and Conditions
Field Name | Notes |
Require Customers to select Project Terms and Conditions for Vendors to accept with submitting proposal | Setting this to Yes will allow customers to select their Project Terms and Conditions, that Vendors will need to accept. This will also open up 2 more fields below. |
Page URL for Standard Project Terms and Conditions | Set the URL for the Standard Terms and Conditions for Projects (typically already hosted on your site). |
Allow Customers to upload their own Terms and Conditions for their project | Set this to Yes to allow customers to upload their own Terms and Conditions |
Bidding
Field Name | Notes |
Maximum Vendors to be Invited | Limit the amount of vendors that can invited on a project |
Allow Notifying Bidding Progress | If set to Yes, all other invitees will be notified when a new proposal is submitted (it will keep anonymous) |
Notify Lowest Bid | This option will only appear if Allow Notifying Bidding Progress is set to Yes. If set to Yes, invitees will also be notified of the current lowest bid on projects they submitted proposals for. This can be used as a way to make the project bidding process more competitive between the vendors. |
Project Expiry Length (In Days) | Amount of days a Project remains Open without any Vendors responding. |
When to add Project Milestones for Project Proposal | Choose when the Project Milestones are required - either during proposal submission, or on acceptance of the proposal by the customer. |
Project Settings
Field Name | Notes |
Enable Custom Question on Front End | Enable this to allow additional questions to be asked during the Project creation stage for customers. If you set this to No, then customers will only be asked the first set of questions and be taken straight to the 'Review' screen on the next step. |
Custom Custom Question Settings | Allows you to select a default custom questions template for the Project creation process. |
| Set Project Budget to Optional | Allow the Project Budget to be an optional field - Yes is the default option. |
Set Project Dates to Optional | Allow the Project Dates to be an optional field - Yes is the default option. |
Enable Product Project Quote Mode | Set this to Yes to change the workflow of Project Bidding into Product Project Quote mode. Product Project Quote mode will allow customers to choose which products to add to the project, rather than the vendor selecting it. NOTE: This mode only allows projects to only have 1 vendor at a time, rather than multiple. Product Projects will only contain the products from 1 vendor. |
Allow users to change product qty | Set this to Yes if you would like vendors to be able to change the Product Qty (for Product Project Quote Mode). |
Set label for Project Folder | Changes the name of the Project Folder (for Product Project Quote Mode). |
Set label for Projects | Changes the name of Projects for Customers |
Show the Project date field in project creation step | Set this to Yes to display the Project Date field during the first step of the customer creation process of the project. |
Show the Project budget in project creation step | Set this to Yes to display the Project Date field during the first step of the customer creation process of the project. |
Submit project" success message | Change the text of the success message after a project has been successfully submitted. |
Add product to project success message | Change the text of the success message after a product has been added to a project (for Product Project Quote Mode). |
Decline proposal message. | Change the default text of the Proposal Decline step |
Create and add vendor to a new project successfully | Change the default text of when a vendor is invited to the project (during creation). |
Add vendor to an existing draft project successfully | Change the default text of when a vendor is invited to the project (after opening a saved draft project). |
Add vendor to an existing open project successfully | Change the default text of when a vendor is invited to the project (post creation). |
Proposal Settings
Field Name | Notes |
Default Declined Proposal Text | This text will be displayed as default when user decline proposal from vendor |
Enable Multiple Proposal | Set this to Yes to allow a Vendor to submit multiple proposals for the same project. |
Enable proposal custom template | Set this to Yes to allow Proposal Custom Questions to be used by the Vendor. |
Enable Item Quoted | Set this to Yes to allow for Items Quoted. |
Milestone Settings
Field Name | Notes |
Default Milestone Image for Shopping Cart | Choose an image to show on the shopping cart page, when a Milestone is added and ready to be paid. You can also choose to replace the image, or just simply delete the image. |
Milestone Cancellation Options | Set the reasons available for a vendor to cancel a milestone. You can include the following fields. - Reason - Code - Action Simply select Add Reason to add another line item that Vendors can select. |
Default Product SKU | Set the default SKU used for Product Projects. |
Enable Milestone Payment | Set this to Yes if you would like to use the Milestone feature. |
Enable API-Based Order Creation | Set this to Yes to allow Milestone Payment Orders to be created via API. |
Enable Start Time and Duration for Milestones (Yes/No) | Set this to Yes to enable the Start Time and Duration fields during Milestone Creation. |
Enable assignment to Sub-Vendor (Yes/No) | Set this to Yes to enable the Sub-Vendor Assignment field during Milestone Creation. |
Set label for “Assign Sub-Vendor” | Change the name of the field for Sub-Vendor Assignment during Milestone Creation. |
File Upload (Using AWS S3)
Generally this is already pre-configured with populated fields from the Omnyfy Infrastructure DevOps Team - as this is part of the environment set up. If you do not see all of the fields populated, please reach out to the Omnyfy Support team.
Email Templates
There are 23 Email templates at present that are incorporated by default for a variety of triggers/scenarios. Here they are already pre-selected, however if you'd like to customise the content, you can create a new e-mail template from Marketing > Communications > Email Templates > Add New Template and then choose an Omnyfy Bidding template to load and modify. Then save it and update your configuration here.
Vendor Attribute Sets
Now that you have done the done the basic configuration, one thing you will need to also do is ensure that the relevant Vendor Attribute Sets get updated to include the Project Bidding Types field.
It will initially be Unassigned so you will need to add it in (it's also better to have a group for it on it's own section, primarily for clarity to the vendors).
The field is not a required field, so vendors signing up that do not want to be part of Project Bidding can just leave this blank.
Now you can start to set up vendors with Project Bidding!
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