tender_management:standard_conditions

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tender_management:standard_conditions [2016/03/23 23:20] – [Copying master conditions to a tender] fergustender_management:standard_conditions [2021/10/08 09:39] (current) – Gary Willetts
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-===== Standard conditions ===== +{{indexmenu_n>20}} 
-{{entry>15.Tender Management/2.Standard 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.
  
-When you print your tender letter, the list of standard conditions will print (not all the master conditions!), followed by the list of items for which you are requesting prices.+When you print your tender invitation letter, you can choose to have the list of standard conditions print (not all the master conditions!), followed by the list of items for which you are requesting prices.
  
 ==== Setting up conditions and their categories ==== ==== Setting up conditions and their categories ====
- 
 Choose // Suppliers > Show tenders, // and open the // Master Conditions categories // tab Choose // Suppliers > Show tenders, // and open the // Master Conditions categories // tab
  
-{{ :tender_management: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:
  
-{{ :tender_management: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:
  
-{{ :tender_management: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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 ==== Editing and deleting conditions ==== ==== Editing and deleting conditions ====
- 
 Double-click an entry to edit it. Double-click an entry to edit it.
  
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 ==== Copying master conditions to a tender ==== ==== Copying master conditions to a tender ====
- 
 When you enter a new tender, go to the // Standard conditions// tab. When you enter a new tender, go to the // Standard conditions// tab.
  
-{{ :tender_management: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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 </WRAP> </WRAP>
  
 +==== Printing the standard conditions with the invitation letter ====
 +To have the standard conditions printed at the end of the suppliers' tender invitation letters, go to the tender's //Tender Preferences// tab:
 +
 +{{ tender_management:tender_preferences_tab.png?700 |}}
  
-// Previous: [[tender_management:introduction|Introduction to Tender management]]     Next: [[tender_management:choosing_and_inviting_suppliers|Adding suppliers to a tender]]//+In the //Acceptance letter// section, check the **Print tender conditions** checkbox. That's it, all done! 
 +\\ 
 +\\ 
 +|  //  Previous:  **[[tender_management:introduction]]** | | Next: **[[tender_management:choosing_and_inviting_suppliers]]** //  |
 ---- struct data ---- ---- struct data ----
 +pagestatus.status    : 
 ---- ----
  
  • Last modified: 2016/03/23 23:20
  • by fergus