Who this is for
Anyone setting up CrowMark Buyer for a public body or a private company. The answers here decide which procurement rules apply to every requirement you build.
1. Record what kind of organisation you are
Your organisation type is the fact every later step reads. A council, an NHS body, a school or a university is a public buyer. A company is a private buyer. Set it when you set up your organisation, or later in Settings, Organisation, General. Only an owner or an admin can record it, because it is a fact about the organisation.
Until it is recorded, the requirement builder shows Not recorded yet under Who is buying. Nothing is enforced and nothing is hidden until you answer, and any threshold shown is marked as assumed.
2. Record where you buy
In the same settings page, Jurisdiction records which nation's procurement rules your organisation buys under. It decides which statutory route and duties apply to an award. Leave it unanswered and the product says so rather than assuming one.
3. Set your market and default currency
Market is the country you trade from. Default currency is the currency a new private requirement starts in. Both are preselections you can change on each value. Stored values are never converted.
4. Add your local priorities (public buyers)
In Settings, Products, CrowMark Buyer settings, add the outcomes your organisation cares about, each with a social value theme, an area or locality and a weight hint. You attach them to requirements later. The same page shows your tenancy tier, data region and isolation for reference.
What changes between public and private
- A public buyer sees the Procurement Act 2023 threshold check, the sourcing routes and the social value steps.
- A private buyer records the document being issued (an RFI, RFP, RFQ or invitation to tender) and an estimated value in its own currency, and social value measures are optional.