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tender_management:supplier_responding_to_tender_via_excel [2022/03/15 04:22] – [The three worksheets] Emily Porrello | tender_management:supplier_responding_to_tender_via_excel [2022/03/15 04:35] (current) – [18.10. Supplier instructions for submitting tenders via Excel] Emily Porrello | ||
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- | ====== 18.10. Supplier instructions for submitting | + | ====== 18.10. Supplier instructions for submitting |
- | ===== Tender | + | ===== Introduction to the tender |
- | As a supplier, you may be invited to participate in a tender managed using mSupply. The client may send you a tender response template Excel document in xlsx format, which you are expected to complete and submit for evaluation. | + | As a supplier, you may be invited to participate in a tender managed using mSupply. The client may send you a tender response template Excel document in xlsx format, which you are expected to complete and submit for evaluation. This allows the client to import bid responses from multiple suppliers, and easily compare them within the mSupply Tender Module. |
<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 ===== | ||
- | ==== Tender response template fields | + | ==== 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 specifies the currency for your quote, which is set for each item. Select an available currency from the dropdown list. | This specifies the currency for your quote, which is set for each item. Select an available currency from the dropdown list. | ||
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{{: | {{: | ||
- | ==== 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 | ||
---- | ---- | ||