tender_management:creating_purchase_orders

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tender_management:creating_purchase_orders [2023/04/06 11:47] – [Analysing the responses] Gary Willettstender_management:creating_purchase_orders [2023/05/09 15:36] (current) – [Reports] Gary Willetts
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 Here is an example of a tender that has been partially processed, looking at the //Items and Compare prices// tab: Here is an example of a tender that has been partially processed, looking at the //Items and Compare prices// tab:
  
-{{ tender_management:tender_items_tab.png?750 }} 
 {{ :tender_management:pasted:20230406-113422.png?750 |}} {{ :tender_management:pasted:20230406-113422.png?750 |}}
  
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 The **Show** drop down list just above the list of items is currently showing all lines but it has these options: The **Show** drop down list just above the list of items is currently showing all lines but it has these options:
-**All:** show all tender lines, no filtering. +  * **All:** show all tender lines, no filtering. 
-**Filled:** show only those lines that have had bids entered for them, whether a preferred one has been selected or not (helpful for showing what still needs to be processed). +  * **Filled:** show only those lines that have had bids entered for them, whether a preferred one has been selected or not (helpful for showing what still needs to be processed). 
-**No bids:** show only those lines that have had no bids entered for them. +  * **No bids:** show only those lines that have had no bids entered for them. 
-**Lowest cost not chosen:** show only those lines where a bid has been selected as preferred and it did not have the lowest cost. +  * **Lowest cost not chosen:** show only those lines where a bid has been selected as preferred and it did not have the lowest cost. 
-**0 number of packs:** show only those lines that have zero packs entered for them. This is not possible for manually created tenders but could, in certain circumstances, be possible with auto-generated tenders or tenders downloaded from the [[https://docs.msupply.foundation/health-supply-hub/introduction/|Health Supply Hub]].+  * **0 number of packs:** show only those lines that have zero packs entered for them. This is not possible for manually created tenders but could, in certain circumstances, be possible with auto-generated tenders or tenders downloaded from the [[https://docs.msupply.foundation/health-supply-hub/introduction/|Health Supply Hub]].
  
 ===== Back to the Items and compare prices tab ===== ===== Back to the Items and compare prices tab =====
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 **Tender lines: lowest price not chosen**: Shows all tender lines which have been chosen as the winning bod when their price was not the lowest. Summary detail shows how much more you will pay than choosing the cheapest lines. **Tender lines: lowest price not chosen**: Shows all tender lines which have been chosen as the winning bod when their price was not the lowest. Summary detail shows how much more you will pay than choosing the cheapest lines.
 +
 +**Evaluation report**: Useful for showing all evaluation details or for using during a manual evaluation exercise. Shows all quotes for each item and the outcome of the evaluation (or space for you to enter the outcome). It looks like this:
 +{{ :tender_management:pasted:20230509-153541.png?950 |}}
 ===== Setting up purchase order (PO) preferences ===== ===== Setting up purchase order (PO) preferences =====
 Once the choice of preferred supplier has been made for all the items you want to purchase in the tender, the next stage is to generate the Purchase Orders. Once the choice of preferred supplier has been made for all the items you want to purchase in the tender, the next stage is to generate the Purchase Orders.
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 When you finalise a tender you will be warned if there are no Purchase orders associated with it because you won't be able to create them later! When you finalise a tender you will be warned if there are no Purchase orders associated with it because you won't be able to create them later!
 </WRAP> </WRAP>
 +
 +
 +===== Field Descriptions and Formulae =====
 +
 +^ Column name   ^ Description    ^ Formula ^
 +| **Price** | The price per pack offered by the supplier | |
 +| **Net Cost** | The cost in local currency (i.e. datafile default currency) of the offered pack size, multiplied by freight factor | Offered price * currency rate * freight factor |
 +| **Local Cost** | Alternative name for Net Cost |  |
 +| **Total Cost** | The Total cost of the offered number of packs in Local Cost | Net Cost * Offered Number of Packs |
 +| **Adjusted Cost** | The cost adjusted by currency, freight factor and item's default pack size for direct comparison between quotes | Net Cost * (Default packsize/Offered packsize)|
 +
 +
 +
 \\ \\
 \\ \\
  • Last modified: 2023/04/06 11:47
  • by Gary Willetts