tender_management:introduction

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tender_management:introduction [2023/04/07 14:31] – [Items and compare prices tab] Gary Willettstender_management:introduction [2023/05/09 14:22] (current) – [New tender (manually entered)] Gary Willetts
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   * //Creation date:// The date the tender was created. This defaults to today's date.   * //Creation date:// The date the tender was created. This defaults to today's date.
   * //Issue date:// The date the tender is/was sent to suppliers. This also defaults to today's date, but can be changed.   * //Issue date:// The date the tender is/was sent to suppliers. This also defaults to today's date, but can be changed.
-  * //Response by date:// The date by which suppliers must respond to the tender. The default is set to one month from the creation date, but can be changed.+  * //Response by date:// The date by which suppliers must respond to the tender. It is left empty by default: if you leave it empty you will be prompted to enter it. When entering this date it must be after the current date (it cannot be today or in the past).
   * //Status:// Tenders can have a status of sg/cn/fn (suggested, confirmed or finalised), which signifies its passage through the overall tender process. To change the status of the tender, simply select the new status from the drop down list and click on the **OK** button to save all changes. You will be asked to confirm a change because it has a significant impact on the editability of the tender. These are what the statuses mean:   * //Status:// Tenders can have a status of sg/cn/fn (suggested, confirmed or finalised), which signifies its passage through the overall tender process. To change the status of the tender, simply select the new status from the drop down list and click on the **OK** button to save all changes. You will be asked to confirm a change because it has a significant impact on the editability of the tender. These are what the statuses mean:
     * Suggested status - tender is still being built. Everything is editable.     * Suggested status - tender is still being built. Everything is editable.
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   - Type as much of the item name or code as you know, then press the //Tab// key. If only one item matches your entry, it will be filled in. If multiple items match, you will be shown the standard item choice list to choose the item you want. Any details completed in the //Full description// under the //General// tab of the selected item are displayed (Description).Should you wish to identify a line (or lines) for any reason, clicking on the // Colour// button presents you with a selection of colours available for the type on that line.   - Type as much of the item name or code as you know, then press the //Tab// key. If only one item matches your entry, it will be filled in. If multiple items match, you will be shown the standard item choice list to choose the item you want. Any details completed in the //Full description// under the //General// tab of the selected item are displayed (Description).Should you wish to identify a line (or lines) for any reason, clicking on the // Colour// button presents you with a selection of colours available for the type on that line.
-  - Fill in the number of packs you wish to purchase, and the pack size. The total quantity of individual units will be calculated. The //Round quantities// button will round the number of packs to the nearest reasonable number of whole packs (most useful for auto generated tenders when the number of packs can sometimes be set to a decimal number).+  - Fill in the pack size and number of packs you wish to purchase, or the total quantity of individual units. mSupply will calculate the figure you don't enter for you. The //Round quantities// button will round the number of packs to the nearest reasonable number of whole packs (most useful for auto generated tenders when the number of packs can sometimes be set to a decimal number).
   - Choose the units you wish to use.   - Choose the units you wish to use.
   - You may optionally enter a price per pack figure in the //Estimated price// field.   - You may optionally enter a price per pack figure in the //Estimated price// field.
  • Last modified: 2023/04/07 14:31
  • by Gary Willetts