tender_management:choosing_and_inviting_suppliers

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tender_management:choosing_and_inviting_suppliers [2023/01/24 12:47] – [18.03. Adding suppliers to a tender and inviting responses] Gary Willettstender_management:choosing_and_inviting_suppliers [2026/02/16 16:30] (current) – [18.03. Adding suppliers to a tender and inviting responses] Gary Willetts
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 {{indexmenu_n>30}} {{indexmenu_n>30}}
 ====== 18.03. Adding suppliers to a tender and inviting responses ====== ====== 18.03. Adding suppliers to a tender and inviting responses ======
 +<WRAP info center round 90%>
 +Adding suppliers ot the tender can be done while the tender is at suggested or confirmed status. But it is good practice to confirm your tender after adding items and conditions, then add suppliers. After confirmation you can no longer add items or conditions to your tender.
 +</WRAP>
 +
 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?600 |}}+{{ tender_management:tend_suppwin8.png?650 |}}
  
-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). See the [[tender_management:using_web_tenders|]] page for details on the remote tender module.+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:using_web_tenders|]] page for details on the remote tender module.
  
-To add suppliers to the list, click the **Add Suppliers** button.+To add suppliers to the list, click the **Add Suppliers** button. The suppliers filter window is displayed:
  
-A list of all suppliers is shown:+{{ .:pasted:20260216-162053.png?350 }}
  
-{{ tender_management:tend_supp_choose.png?400 |}}+Set any of the filters you want to use and then click on the **Find** button to display a list of suppliers that match your filter settings (just click on the **Find** button without editing anything if you just want a list of all suppliers in your store): 
 + 
 +{{ tender_management:tend_supp_choose.png?350 |}} 
 + 
 +If you want to further refine this list, type something in the //Type here to search field// and only suppliers with names that contain what you types will be displayed in the list.
  
 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.
 +
 +**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's date. Whichever method you choose, you will be given the option for the **Date sent** field to be filled automatically with today's date.
  
-== To Spreadsheet == +== To Spreadsheet button == 
-Clicking this button opens your spreadsheet application, with all the items and quantities required on the tender document already entered in appropriate rows and columns. This may be saved and sent to the supplier along with the tender letter. Appropriate columns are already in place for suppliers to enter their responses.+Clicking this button gives you two options: 
 +  - Supplier response template 
 +  - Tender lines with supplier response 
 +Both open a spreadsheet in you spreadsheet application. The first is used to import a supplier's quotes into the tender (see the [[tender_management:receiving_quotations_from_suppliers#importing_responses_from_a_spreadsheet|18.04. Adding supplier responses to a tender]] page for details). The second has all the items and quantities required on the tender document and any supplier responses already entered. It is useful for sending to the supplier along with the tender letter or as a record of their responses entered into the system.
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  • Last modified: 2023/01/24 12:47
  • by Gary Willetts