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tender_management:supplier_responding_to_tender_via_excel [2022/03/15 03:50] – [The other worksheets] Emily Porrello | tender_management:supplier_responding_to_tender_via_excel [2022/03/15 04:34] – [Introduction to the tender response template] Emily Porrello | ||
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====== 18.10. Supplier instructions for submitting tenders via Excel ====== | ====== 18.10. Supplier instructions for submitting tenders via Excel ====== | ||
- | As a supplier, you may be invited to participate in a tender managed using mSupply. The client may send you a tender template Excel document in xlsx format, which you are expected to complete and submit for evaluation. | + | ===== Introduction to the tender response template ===== |
+ | |||
+ | As a supplier, you may be invited to participate in a tender managed using mSupply. The client may send you a tender | ||
<WRAP center round info 60%> | <WRAP center round info 60%> | ||
- | You must use Microsoft Excel to view and edit the tender template. Microsoft Excel 2016 or newer has been tested to work with the tender template xlsx file. Theoretically Microsoft Excel 2007 should be fine, but this has not been tested. | + | You must use Microsoft Excel 2016 or newer to view and edit the tender template. |
</ | </ | ||
- | The tender template will look something | + | The tender template will look like this. You can also download a reference template from here: {{ : |
The **yellow** section contains the item that you may bid for. **Do not modify any contents of the yellow section.** | The **yellow** section contains the item that you may bid for. **Do not modify any contents of the yellow section.** | ||
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{{: | {{: | ||
+ | The Excel template contains three worksheets. **Do not modify the name of the worksheets.** | ||
+ | * **TenderItems: | ||
+ | * **ManufacturerList: | ||
+ | * **CurrencyList: | ||
<WRAP center round alert 60%> | <WRAP center round alert 60%> | ||
- | The currency and the manufacturer column should appear as a dropdown list. | + | The currency and the manufacturer column should appear as a |
- | [[tender_management: | + | [[tender_management: |
- | If this doesn' | + | If this doesn' |
- | Contact the client if you suspect that the xlsx file is wrong. | + | |
</ | </ | ||
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- | ===== The three worksheets ===== | ||
- | The Excel template contains three worksheets. **Do not modify the name of the worksheets.** | + | ===== Completing |
- | * **TenderItems: | + | |
- | * **ManufacturerList: | + | |
- | * **CurrencyList: | + | |
+ | ==== Fields ==== | ||
+ | More detailed information regarding the tender template fields is described below. | ||
- | ==== Supplier Tender | + | ^ Serial number |
+ | | 1 | 1(D) | Organization name | **Pre-filled**. Displays the mSupply store' | ||
+ | | 2 | 2(D) | Supplier | ||
+ | | 3 | 3(D) | Supplier Name | **Pre-filled**. Cannot be changed. | ||
+ | | 4 | 4(D) | Supplier ID | **Pre-filled**. Cannot be changed. | ||
+ | | 5 | 5(D) | Tender | ||
+ | | 6 | 10(A) | Internal Line ID | **Pre-filled**. Cannot be changed. | ||
+ | | 7 | 10(B) | Line # | **Pre-filled**. Cannot be changed. | ||
+ | | 8 | 10(C) | Item Code# | **Pre-filled**. Fixed by the tender, cannot be changed. | ||
+ | | 9 | 10(D) | Item Name | **Pre-filled**. Fixed by the tender, cannot be changed. | ||
+ | | 10 | 10(E) | Requested Number of Packs | **Pre-filled**. Cannot be changed. 30 alphanumeric characters. | | ||
+ | | 11 | 10(F) | Requested Pack size | **Pre-filled**. Cannot be changed. | | ||
+ | | 12 | 10(G) | Requested Total Qty | **Pre-filled**. Cannot be changed. | | ||
+ | | 13 | 10(H) | Units | **Pre-filled**. The unit the quantity is measured in e.g. tablet, mL, g, bottle, vial, ampoule | | ||
+ | | 14 | 10(I) | Offered Pack Size | **Mandatory**. Number greater than zero (default | ||
+ | | 15 | 10(J) | Offered Price per Pack \\ [DAT - Deliver at Terminal] | **Mandatory**. The price you are offering for each pack. | | ||
+ | | 16 | 10(K) | Currency | ||
+ | | 17 | 10(L) | Expiry Date | **Mandatory**. Expiry date of the quoted product, which can be a specific date or an expiry from delivery (e.g. 12 months). This field can be plain text. | | ||
+ | | 18 | 10(M) | Delivery Time | **Mandatory**. Estimated time between the goods leaving the supplier’s premises and delivery to the customer (.e.g. 5 months). | | ||
+ | | 19 | 10(N) | Supplier Item Code | **Optional**. Your supplier item code, if any. | | ||
+ | | 20 | 10(O) | Manufacture Name | **Optional**. Choose the required manufacturer from the dropdown list.\\ | ||
+ | | 21 | 10(P) | Comments | ||
- | A more detailed information regarding the excel column and cell is mentioned below. | ||
- | |||
- | ^ Serial number | ||
- | | 1 | 1(D) | Organization name | **Pre-filled**, | ||
- | | 2 | 2(D) | Supplier code | **Pre-filled**, | ||
- | | 3 | 3(D) | Supplier Name | **Pre-filled**, | ||
- | | 4 | 4(D) | Supplier ID | **Pre-filled**, | ||
- | | 5 | 5(D) | Tender ID | **Pre-filled**, | ||
- | | 6 | 10(A) | Internal Line ID | **Pre-filled**, | ||
- | | 7 | 10(B) | Line # | **Pre-filled**, | ||
- | | 8 | 10(C) | Item Code# | **Pre-filled**, | ||
- | | 9 | 10(D) | Item Name | **Pre-filled**, | ||
- | | 10 | 10(E) | Requested Number of Packs | **Pre-filled**, | ||
- | | 11 | 10(F) | Requested Pack size | **Pre-filled**, | ||
- | | 12 | 10(G) | Requested Total Qty | **Pre-filled**, | ||
- | | 13 | 10(H) | Units | **Pre-filled**, | ||
- | | 14 | 10(I) | Offered Pack Size | **Mandatory**, | ||
- | | 15 | 10(J) | offered price per pack \\ [DAT - Deliver at Terminal] | **Mandatory**, | ||
- | | 16 | 10(K) | Currency | ||
- | | 17 | 10(L) | Expiry Date | **Mandatory**, | ||
- | | 18 | 10(M) | Delivery time | **Mandatory**, | ||
- | | 19 | 10(N) | Supplier item code | **Optional**, | ||
- | | 20 | 10(O) | Manufacture Name | **Optional**, | ||
- | | 21 | 10(P) | Comments | ||
==== Currency ==== | ==== Currency ==== | ||
- | This sets the default | + | This specifies |
- | <WRAP center round info 60%> | + | |
- | If the currency drop down list shows, the it is a good sign that your Microsoft Excel is OK. | + | |
- | </ | + | |
{{: | {{: | ||
- | If the currency | + | If the required |
- | enter the new currency in this column using the appropriate three letter abbreviation from this link : | + | |
{{: | {{: | ||
- | The image above shows that Canadian | + | The example |
<WRAP center round tip 60%> | <WRAP center round tip 60%> | ||
- | Chances are on your next tender with the same client, | + | On your next tender with the same client, |
</ | </ | ||
- | |||
- | |||
==== Manufacturer ==== | ==== Manufacturer ==== | ||
- | The name of the manufacturer | + | This specifies |
- | + | ||
- | <WRAP center round info 60%> | + | |
- | If the manufacturer drop down list shows, the it is a good sign that your Microsoft Excel is OK. | + | |
- | </ | + | |
{{: | {{: | ||
- | If the manufacturer | + | If the required |
{{: | {{: | ||
<WRAP center round tip 60%> | <WRAP center round tip 60%> | ||
- | Chances are on your next tender with the same client, | + | On your next tender with the same client, |
</ | </ | ||
- | ==== Entry rules ==== | + | ==== Tender response |
- | + | ||
- | * Leave the row empty / unfilled if you choose not to bid for the item. | + | |
+ | **If you choose not to bid for an item**: Leave the blue section for that row blank. | ||
+ | Do not delete lines. | ||
{{: | {{: | ||
- | | + | **If you wish to make multiple |
{{: | {{: | ||
- | | + | **If you wish to rearrange the items**: Rows do not need to be in any particular |
{{: | {{: | ||
- | ==== Tender | + | ==== Tender |
- | Enter your bid, save it and email the xlsx file to the client as guided. | + | After entering |
---- struct data ---- | ---- struct data ---- | ||
pagestatus.status | pagestatus.status | ||
---- | ---- | ||