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tender_management:choosing_and_inviting_suppliers [2019/10/15 04:47] – ↷ Links adapted because of a move operation lou | tender_management:choosing_and_inviting_suppliers [2023/05/11 09:47] (current) – [18.03. Adding suppliers to a tender and inviting responses] Gary Willetts | ||
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{{indexmenu_n> | {{indexmenu_n> | ||
- | ===== 15.03. Adding suppliers to a tender, inviting responses ===== | + | ====== 18.03. Adding suppliers to a tender |
+ | To add suppliers to the tender, click the //Choose suppliers and enter responses// tab to open this window, where the suppliers to whom your tender will be sent may be added, or subsequently deleted: | ||
- | To add suppliers to the tender, click the // Choose suppliers and enter responses// tab to open this window, where the suppliers to whom your tender will be sent may be added, or subsequently deleted: | + | {{ tender_management:tend_suppwin8.png? |
- | {{ tender_management:tend_suppwin8.png? | + | Note: The //HSH Link// column in the table shows whether the selected supplier has been linked with the Health Supply Hub (checked if it has). See the [[tender_management: |
- | Note: The //RTM Link// column in the table shows whether the selected supplier has been linked with the Remote Tender Module (checked if it has) | + | To add suppliers to the list, click the **Add Suppliers** button. |
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- | To add suppliers to the list, click the //Add Suppliers// button. | + | |
A list of all suppliers is shown: | A list of all suppliers is shown: | ||
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{{ tender_management: | {{ tender_management: | ||
- | You can add multiple suppliers by holding down the control key (command key on Mac) and clicking on those suppliers you wish to add. Once you have selected a supplier or suppliers, click the // Use// button to add them to the list. To create a new supplier, click the New button. | + | You can add multiple suppliers by holding down the control key (command key on Mac) and clicking on those suppliers you wish to add. Once you have selected a supplier or suppliers, click the **Use** button to add them to the list. To create a new supplier, click the **New** button. |
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+ | **Note:** You cannot add suppliers more than once to a tender; you will told that a supplier is already part of the tender if you try to add it again. | ||
Once suppliers are added, they will appear in the list: | Once suppliers are added, they will appear in the list: | ||
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Whichever method you choose, you will be given the option for the **Date sent** field to be filled automatically with today' | Whichever method you choose, you will be given the option for the **Date sent** field to be filled automatically with today' | ||
- | == To Spreadsheet == | + | == To Spreadsheet |
- | Clicking this button | + | Clicking this button |
+ | - Supplier response template | ||
+ | - Tender lines with supplier response | ||
+ | Both open a spreadsheet in you spreadsheet application. The first is used to import a supplier' | ||
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