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How to manage your organisation's information

How to keep your organisation's information updated

To reduce repetitive data entry and ensure your organisation's details are always accurate and consistent, General Info in Settings is now the single source of truth for your organisation's profile.

When your administrators update your organisation's information in General Info, those details will now automatically pre-fill into forms across the platform when you create new plans, tenders, contracts, eForms or bids.

Suppliers: Save time and ensure accuracy. Your organisation's details will automatically pre-fill into your bid submissions or online contracts.
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Buyers: Streamline your workflow. Standard forms will automatically pre-fill, making your day-to-day tendering activities much faster and more efficient.

What This Means for Your Team

  • Centralised Control: Organisation Administrators can manage all default organisation info in one place.

  • Less Repetitive Typing: You no longer need to re-enter the same organisational details every time you are requested to provide them in the various areas of the platform.

  • Consistent Data: Pre-filled data guarantees that your official names and addresses are identical across all your notices.


For Administrators: How to Update Your Organisation Profile

As an Organisation Admin, you have access to organisation settings.

  1. General Information: All standard organisation registration data is now visible and editable under the General Info section.

  • Note: The Town field is mandatory to ensure accurate regional mapping.

  1. Tendering Information (applicable to buyers): You will find a new section dedicated to tendering defaults. While these fields are optional, completing them will save your end users significant time:

  • Area code (NUTS): Automatically populates based on your entered postal code and town.

  • Default Contact Point: Set a standard contact name, email, phone number, and internet address.

  • Regulations Governing Procurements: Select the directives that apply to your organisation (e.g., Classical, Concession, Utilities, Defence, or Other).

Important Note: Changing these selections will directly impact the types of notices your users are allowed to create. A warning message will appear to confirm any changes to these settings. (Available options are automatically tailored based on your country).

Important Note: Changing these selections will directly impact the types of notices your users are allowed to create. A warning message will appear to confirm any changes to these settings. (Available options are automatically tailored based on your country).

  • Buyer Details: Define your Buyer legal type, Activity Authority, and Activity Entity.

  • Default Review Body: Set the official name, identifier, address, NUTS code, and fax for your standard review body.


For All Buyers: Creating Tenders and eForms

With the centralised system, your day-to-day workflow in the Mercell tendering modules is now much faster.

  • Automatic Pre-filling: When you create a new notice (without using a previous template), your organisation's default information and Default Review Body will automatically pre-fill into the tender data and eForms.

  • Flexible Editing: Pre-filled data is left "unlocked." If you need to make a unique adjustment for a specific tender, you can still edit the fields directly on the form.

  • Tailored Notice Types: The notice types available to you in the dropdown menus are now smartly filtered based on your organisation's country and the regulations set by your Administrator.

Article Ref: 200320261157


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