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tender_management:receiving_quotations_from_suppliers [2023/01/24 15:49] – [Importing responses from a spreadsheet] Gary Willetts | tender_management:receiving_quotations_from_suppliers [2023/05/09 15:48] (current) – [Freight factor] Gary Willetts | ||
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{{ tender_management: | {{ tender_management: | ||
- | You will note that this form is very similar to the form for ad-hoc quotes; the related | + | The tender |
- | **Manufacturer**: | + | In the fields below, enter the price and other details |
- | **Price**: Very important, the price you enter is the price for **ONE PACK** of the packsize shown in the **Pack** field. | + | === General ==== |
- | **Valid until**: | + | The Date, Item and Supplier fields are filled in automatically |
- | **Pack**: The pack size (number of single items in one pack) this quote is for. | + | == Manufacturer == |
- | **Currency**: | + | Type the first few characters of the manufacturer' |
- | **Rate**: The rate used to convert the **Currency** of this quote line to the currency you are using in your datafile. | + | == Price == |
- | **Rate to use**: You can use a different rate to convert | + | <wrap hi>The price you enter is the price for **ONE PACK** of the pack size shown in the **Pack** field.</ |
- | **Disqualified**: | + | == Valid until == |
- | **Preferred**: | + | The date this quote will expire. |
- | **Cost Local/Pack**: The quoted cost per pack in your local datafile currency when converted from the quote line currency using the rate entered in the **Rate to use** field. | + | == Pack == |
- | **Comment**: | + | The pack size (number of single items in one pack) this quote is for. This value should be the [[items: |
- | **Price breaks**: You can also add price break information that the supplier has provided you in the //Price break// section. A price break is a reduction in price when you order over a certain quantity. The **Price Break quantity** is the number of items at which the reduction occurs and **Discount** is the percentage reduction that will apply to the price entered in the **Price** field once the **Price break quantity** is reached. | + | == Currency == |
- | **Freight**: If you are calculating freight based on volumes or weight, or using a freight factor, enter that information | + | The currency the **Price** is in. |
- | **Supplier**: Enter any extra details about the supplier in this section. | + | == Rate == |
+ | |||
+ | The rate used to convert the **Currency** of this quote line to the currency you are using in your datafile. | ||
+ | |||
+ | == Rate to use == | ||
+ | |||
+ | You can use a different rate to convert the **Currency** of this quote line to the currency you are using in your datafile if you like - just enter it here. | ||
+ | |||
+ | == Disqualified == | ||
+ | |||
+ | Check this if the quote line is disqualified for any reason (excluded manufacturer, | ||
+ | |||
+ | == Preferred == | ||
+ | |||
+ | Check this if this is the quote you want to accept as the best - see later sections on comparing quotes from different suppliers for more on this. | ||
+ | |||
+ | == Cost Local/Pack == | ||
+ | |||
+ | The quoted cost per pack in your local datafile currency when converted from the quote line currency using the rate entered in the **Rate to use** field. | ||
+ | |||
+ | == Evaluator comment == | ||
+ | Enter anything you need to remember or need others to know when evaluating the quote and comparing this quote with those from other suppliers. | ||
+ | |||
+ | === Price break === | ||
+ | |||
+ | You can add price break information that the supplier has provided you in this //Price break// section. A price break is a reduction in price when you order over a certain quantity. | ||
+ | |||
+ | == Price Break quantity == | ||
+ | This is the number of items at which the reduction occurs and the **Discount** will apply. | ||
+ | |||
+ | == Discount == | ||
+ | |||
+ | This is the percentage reduction that will apply to the price entered in the **Price** field once the **Price break quantity** is reached. | ||
+ | |||
+ | === Freight === | ||
+ | |||
+ | If you are calculating freight based on volumes or weight, or using a freight factor, enter that information in this section. | ||
+ | |||
+ | == Volume per pack == | ||
+ | |||
+ | This is the volume, in cm3, for the [[items:item_basics: | ||
+ | |||
+ | == Freight factor == | ||
+ | The amount to multiply the quotation price by to account for freight charges. By default this will be set to the supplier' | ||
+ | |||
+ | If the supplier' | ||
+ | == Freight for preferred pack == | ||
+ | |||
+ | This is the cost of freight for the [[items: | ||
+ | |||
+ | == Freight notes == | ||
+ | |||
+ | Any notes. | ||
+ | |||
+ | === Supplier === | ||
+ | |||
+ | Enter any extra details about the supplier in this section. | ||
+ | |||
+ | == Supplier' | ||
+ | The Supplier' | ||
+ | |||
+ | == Supplier bar code == | ||
+ | |||
+ | The Supplier' | ||
+ | |||
+ | == Exp date == | ||
+ | |||
+ | The expiry date for the stock of the item. | ||
+ | |||
+ | == Delivery time == | ||
+ | How long it will take for the supplier to deliver the stock. | ||
+ | |||
+ | == Method of delivery == | ||
+ | A free-text field to record the method of delivery (e.g. air, sea, sea and land etc.). This field will be filled in automatically from a tender downloaded from the [[https:// | ||
+ | |||
+ | == Supplier comment == | ||
+ | Any comments the supplier has made about this line or the stock they will supply. | ||
+ | |||
+ | ---- | ||
When you have finished entering details for the quote for this item, click on the **OK & Next** button to move to the next item or **OK** to save the current quotation line, close the window and go back to the //Edit Quote// window. | When you have finished entering details for the quote for this item, click on the **OK & Next** button to move to the next item or **OK** to save the current quotation line, close the window and go back to the //Edit Quote// window. | ||
+ | |||
+ | ---- | ||
When you have finished adding all suppliers' | When you have finished adding all suppliers' | ||
- | <WRAP center round important | + | <WRAP center round tip 60%> |
- | If you're finding that entering all the supplier' | + | If you're finding that entering all the supplier' |
</ | </ | ||