Setting up a procurement

A procurement is your workspace for one purchasing process. Everything lives here - the RFP, vendor bids, analysis results, comparisons.

Creating a new procurement

Click New procurement in the sidebar. You'll need to fill in:

• Name - something descriptive. You'll have a list of these in the sidebar, so "IT Infrastructure Q2 2026" is better than "Procurement 1".
• Description (optional) - add context if you want. Useful when you have many procurements running at once.
• Deadline (optional) - for your own tracking. The system doesn't enforce this, it's just a reminder.
• Language - English or Latvian. This tells the AI which language to use in its analysis report. Pick the language your documents are primarily written in.

Hit save, and you've got a fresh workspace.

Procurement status

Your procurement moves through stages as you work:

1. Draft - just created, no documents yet
2. RFP uploaded - requirement documents are in and parsed
3. Bids added - at least one vendor bid with parsed documents
4. Analysis running - AI is working on one or more bids
5. Completed - all analyses done

You don't need to manage these statuses manually - they update as you work.

The sidebar

Every procurement appears in the left sidebar. Click on one to open it. Under each procurement, you'll see its bids listed as sub-items - click a bid to jump to its analysis.

When you have many procurements, the list can get long. Using clear, distinct names helps you find things quickly.

Editing and deleting

You can edit a procurement's name, description, deadline, and language at any time. Click the edit button on the procurement page.

Deleting a procurement removes everything inside it - all documents, bids, and analysis results. This can't be undone.

A note on organization

If you're working on a large procurement with multiple lots, you still create one procurement for the whole thing. Lots are configured inside the procurement, not as separate ones. See evaluation criteria and lots for details.