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tender_management:supplier_responding_to_tender_via_excel [2022/03/15 04:04] – [Supplier Tender Response file format] Emily Porrello | tender_management:supplier_responding_to_tender_via_excel [2022/03/15 04:34] – [Tender submission] 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.** | ||
- | * **TenderItems: | ||
- | * **ManufacturerList: | ||
- | * **CurrencyList: | ||
+ | ===== Completing the tender response template ===== | ||
- | ==== Supplier Tender Response file format | + | ==== Fields |
- | A more detailed information regarding the tender template | + | More detailed information regarding the tender template |
^ Serial number | ^ Serial number | ||
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| 10 | 10(E) | Requested Number of Packs | **Pre-filled**. Cannot be changed. 30 alphanumeric characters. | | | 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. | | | 11 | 10(F) | Requested Pack size | **Pre-filled**. Cannot be changed. | | ||
- | | 12 | 10(G) | Requested Total Qty | **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 | | | 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 = 1).\\ The pack size (number of units in one pack) you are offering. | | | 14 | 10(I) | Offered Pack Size | **Mandatory**. Number greater than zero (default = 1).\\ The pack size (number of units in one pack) you are offering. | | ||
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| 20 | 10(O) | Manufacture Name | **Optional**. Choose the required manufacturer from the dropdown list.\\ | | 20 | 10(O) | Manufacture Name | **Optional**. Choose the required manufacturer from the dropdown list.\\ | ||
| 21 | 10(P) | Comments | | 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 | ||
---- | ---- | ||