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tender_management:choosing_and_inviting_suppliers [2017/08/31 15:55] – Gary Willetts | 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> | ||
- | ===== Adding suppliers to a tender and inviting responses ===== | + | ====== 18.03. |
- | {{entry> | + | To add suppliers to the tender, click the // |
- | 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? |
- | {{ : | + | 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: |
- | To add suppliers to the list, click the //Add Suppliers// button. | + | 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: | ||
- | {{ :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. |
+ | |||
+ | **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: | ||
- | {{ :tender_management: | + | {{ tender_management: |
Double clicking a supplier will open a window for adding and editing quotations - see below. | Double clicking a supplier will open a window for adding and editing quotations - see below. | ||
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===== Inviting quotations from suppliers ===== | ===== Inviting quotations from suppliers ===== | ||
== Print Invitation letter == | == Print Invitation letter == | ||
- | Clicking this button prints an `Invitation to tender' | + | Clicking this button prints an "Invitation to tender" |
If the default format of the Invitation letter does not meet your requirements, | If the default format of the Invitation letter does not meet your requirements, | ||
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Clicking this button produces email documents for each of the highlighted suppliers. A PDF document (the same as the printed document) is produced, attached to an email and stored in the email queue. This option will work only if you have entered email addresses for the chosen suppliers. | Clicking this button produces email documents for each of the highlighted suppliers. A PDF document (the same as the printed document) is produced, attached to an email and stored in the email queue. This option will work only if you have entered email addresses for the chosen suppliers. | ||
- | Whichever method you choose, you will be given the option for the `Date sent' | + | Whichever method you choose, you will be given the option for the **Date sent** field to be filled automatically with today' |
- | + | ||
- | == To Spreadsheet == | + | |
- | Clicking this button opens your spreadsheet application, | + | |
- | + | ||
- | + | ||
- | // Previous: [[tender_management: | + | |
+ | == To Spreadsheet button == | ||
+ | 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' | ||
+ | \\ | ||
+ | \\ | ||
+ | | // Previous: | ||
---- struct data ---- | ---- struct data ---- | ||
+ | pagestatus.status | ||
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