tender_management:standard_conditions

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tender_management:standard_conditions [2019/10/15 04:47] – ↷ Page moved from tenders:standard_conditions to tender_management:standard_conditions loutender_management:standard_conditions [2021/10/08 09:39] (current) – Gary Willetts
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-===== 15.02. Standard tender conditions =====+====== 18.02. Standard tender conditions ======
 mSupply allows you to set up a list of standard tender conditions called master conditions. These are all the conditions you will apply to tenders from year to year. Each time you create a tender you can copy the master conditions you want to your tender as required - these form the standard conditions list for that one tender. These instructions cover managing master conditions and applying them to individual tenders as standard conditions. mSupply allows you to set up a list of standard tender conditions called master conditions. These are all the conditions you will apply to tenders from year to year. Each time you create a tender you can copy the master conditions you want to your tender as required - these form the standard conditions list for that one tender. These instructions cover managing master conditions and applying them to individual tenders as standard conditions.
  
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 Choose // Suppliers > Show tenders, // and open the // Master Conditions categories // tab Choose // Suppliers > Show tenders, // and open the // Master Conditions categories // tab
  
-{{ tenders:tend_mstcond_tab.png }}+{{ tender_management:tend_mstcond_tab.png }}
  
 Here you may define categories for your master conditions. Examples shown above are // Annual, Supplementary // and// Emergency. // Subsequently you can restrict the display to a single category by selecting that category from the // Show// drop down list. Here you may define categories for your master conditions. Examples shown above are // Annual, Supplementary // and// Emergency. // Subsequently you can restrict the display to a single category by selecting that category from the // Show// drop down list.
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 Choose // Suppliers > Show tenders, // and open the // Master Conditions List // tab: Choose // Suppliers > Show tenders, // and open the // Master Conditions List // tab:
  
-{{ tenders:tend_mstcond_list.png?750 }}+{{ tender_management:tend_mstcond_list.png?750 }}
  
 You can print a master condition selected in the list by clicking on the //Print conditions// button. To add a new master condition, click on the //New Condition// button. This window opens: You can print a master condition selected in the list by clicking on the //Print conditions// button. To add a new master condition, click on the //New Condition// button. This window opens:
  
-{{ tenders:tend_newmstcond.png?500 }}+{{ tender_management:tend_newmstcond.png?500 }}
  
 **Point:** The conditions will sort by their point entry when printed. We suggest you label your points 1.1, 1.2, 1.3, 2.1, 2.2 etc. **Point:** The conditions will sort by their point entry when printed. We suggest you label your points 1.1, 1.2, 1.3, 2.1, 2.2 etc.
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 When you enter a new tender, go to the // Standard conditions// tab. When you enter a new tender, go to the // Standard conditions// tab.
  
-{{ tenders:tend_new_std_cond.png?750 }}+{{ tender_management:tend_new_std_cond.png?750 }}
  
 Click the // Copy from master// button to copy conditions from the master list Click the // Copy from master// button to copy conditions from the master list
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 To have the standard conditions printed at the end of the suppliers' tender invitation letters, go to the tender's //Tender Preferences// tab: To have the standard conditions printed at the end of the suppliers' tender invitation letters, go to the tender's //Tender Preferences// tab:
  
-{{ tenders:tender_preferences_tab.png?700 |}}+{{ tender_management:tender_preferences_tab.png?700 |}}
  
 In the //Acceptance letter// section, check the **Print tender conditions** checkbox. That's it, all done! In the //Acceptance letter// section, check the **Print tender conditions** checkbox. That's it, all done!
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-|  //  Previous:  **[[tenders:introduction|6.1. Introduction to tender management]]** | | Next: **[[tenders:choosing_and_inviting_suppliers|6.3. Adding suppliers to a tender, inviting responses]]** //  |+|  //  Previous:  **[[tender_management:introduction]]** | | Next: **[[tender_management:choosing_and_inviting_suppliers]]** //  |
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  • Last modified: 2019/10/15 04:47
  • by lou