Items
Extract the products and services a procurement is buying from its technical specification, review them, and hand the approved list to market research.
The Items tab lists what the procurement actually buys: every product and service line in the technical specification, with its quantity, unit, CPV code, lot, and the place in the RFP it came from. It is a checked catalogue, not a spreadsheet read by hand, and it is the input for market research inside a procurement.
Items are different from RFP requirements. Requirements are obligations and rules; items are the things being purchased. A services procurement may be a single item with no quantity at all.
Before you extract
Item extraction needs the lots and evaluation criteria that requirement extraction produces. Run Extract requirements on the Requirements tab first and approve the result. Until then the Items tab tells you to extract requirements first.
Extracting items
Open RFP → Items in the procurement workspace and click Extract items. You are asked to confirm, because extraction is an AI run and uses credits.
The agent reads the specification tables mechanically, then records each line as an item with:
- Name and a short description
- Quantity and unit, when the specification gives them
- CPV code
- Lot, when the procurement has lots
- Source — the section reference the line came from
While extraction runs, the tab shows a progress banner and updates itself when the agent finishes.
If the agent could not account for every row of a source table, an orange warning names the document and sheet. Check those items against the specification before approving them.
Reviewing items
Items are grouped by CPV code, and each row shows its review status:
| Status | Meaning |
|---|---|
| Needs review | Extracted but not yet checked by you. Not used for research. |
| Approved | Checked and correct. Only approved items are researched. |
Select rows and use Approve selected or Dismiss selected, or open the row menu to Edit or Dismiss a single item. Add item creates an item by hand for anything the extraction missed.
A row marked Appears N times is the same item listed in several lots. It stays one row per lot, but market research prices it once.
Editing an item's name, unit, CPV code, or a specification attribute returns it to Needs review, because it now describes something different. Quantity and description edits do not.
Starting market research
Once at least one item is approved, Start market research opens a confirmation page showing how many approved items and how many distinct products the run will price. Identical items across lots count once. Start the run from there; results appear on the Market research tabs of the same procurement. See Market research.
Only one research run per procurement can be active at a time. While one is running, every tab that shows its output carries the standard progress banner.
Credits
Item extraction is billed as its own line in your credit history, in proportion to the specification it reads. Reviewing, approving, editing, and adding items is free. See Credits and pricing.