1. Getting Started

Requirements

• Microsoft 365 with SharePoint Online. SharePoint Server on-premises is not supported.
• A current browser: Microsoft Edge, Google Chrome, Mozilla Firefox, or Safari.
• Permission to upload a package to the tenant app catalog.
• Site owner permission on the site where the sourcing page will live.
• Optional: a hosted supplier portal and its Function App when external suppliers will submit bids without a SharePoint account.

Deploy the app

• Obtain the Bid Management Hub package (.sppkg) for version 1.6.32.0 or later.
• Open the SharePoint admin center, go to More features, open Apps, then App Catalog, and upload the package.
• Deploy the package so it is available to the site. Approve Microsoft Graph Mail.Send only if buyers will send mail from the signed-in mailbox. User.Read is the other requested Graph scope.
• On the target site, create or edit a modern page, add a full-width section, and insert the Bid Management Hub web part.
• Publish the page. Buyers open the app from that SharePoint URL.

Add it to Microsoft Teams

• After the SharePoint app is deployed, upload or sync the Teams package.
• Install Bid Management Hub as a personal app so a buyer can open the workspace from Teams.
• Add it as a channel tab when a sourcing team should open the same SharePoint page together.

First-time setup

A site owner runs setup once. Setup creates the SharePoint lists the app uses. List titles begin with BMH_. Publish the page before setup. The wizard does not run while the page is in edit mode.

• Open the app as a site owner and complete setup when the app asks for it.
• Use a dedicated SharePoint site or subsite so bids, scores, and supplier records stay with this app.
• Optional sample data can be added during setup. Running setup again does not duplicate matching sample records.
• Wait until provisioning finishes, then reload the page.
• Some lists, including addenda, messages, purchase orders, and revoked portal tokens, are created the first time that feature is used.