tender_management:choosing_and_inviting_suppliers

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tender_management:choosing_and_inviting_suppliers [2017/08/31 15:55] – [Email Selected button] Gary Willettstender_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>30}} {{indexmenu_n>30}}
-=====  Adding suppliers to a tender and inviting responses ===== +====== 18.03. Adding suppliers to a tender and inviting responses ====== 
-{{entry>15.Tender Management/3.Adding suppliers|*}} +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?650 |}}
  
-{{ :tender_management:tend_suppwin8.png?600 |}}+NoteThe //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.
  
 A list of all suppliers is shown: A list of all suppliers is shown:
  
-{{ :tender_management:tend_supp_choose.png?400 |}}+{{ tender_management:tend_supp_choose.png?400 |}}
  
-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:tend_partsuppwin8.png?400 |}}+{{ tender_management:tend_partsuppwin8.png?400 |}}
  
 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 tenderletter ready for despatch to the highlighted supplier; the letter includes all the items, quantities, etc. as specified in the tender. The default date for a response is one month after the date of the letter, but this can be amended to a date of your choosing.+Clicking this button prints an "Invitation to tenderletter ready for dispatch to the highlighted supplier; the letter includes all the items, quantities, etc. as specified in the tender. The default date for a response is one month after the date of the letter, but this can be amended to a date of your choosing.
  
 If the default format of the Invitation letter does not meet your requirements, please let us know and we will customise the print format to meet your individual requirements. If the default format of the Invitation letter does not meet your requirements, please let us know and we will customise the print format to meet your individual requirements.
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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 columnsThis 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 
-// Previous: [[tender_management:standard_conditions|Standard conditions]]   Next: [[tender_management:reference_documents|Reference Documents]]// +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
 +\\ 
 +\\ 
 +|  //  Previous:  **[[tender_management:standard_conditions]]** | | Next: **[[tender_management:receiving_quotations_from_suppliers]]** //  |
 ---- struct data ---- ---- struct data ----
 +pagestatus.status    : 
 ---- ----
  
  • Last modified: 2017/08/31 15:55
  • by Gary Willetts