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--- tender_management:supplier_responding_to_tender_via_excel [2022/03/15 04:27] – [Completing the tender response template] 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 tenders via Excel ======
+====== 18.10. Supplier instructions for submitting tender responses via Excel ======
 ===== 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 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.
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-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.
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-The tender template will look something like this. You can also download a reference template from here: {{ :tender_management:supplier_tender_reference_template.xlsx |}}
+The tender template will look like this. You can also download a reference template from here: {{ :tender_management:supplier_tender_reference_template.xlsx |}}
 The **yellow** section contains the item that you may bid for. **Do not modify any contents of the yellow section.**
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 {{:tender_management:screen_shot_2022-02-25_at_15.04.41.png?750|}}
+The Excel template contains three worksheets. **Do not modify the name of the worksheets.**
+  * **TenderItems:** Main worksheet containing the tender items, as shown above.
+  * **ManufacturerList:** Contains the manufacturers that populate the [[tender_management:supplier_responding_to_tender_via_excel#manufacturer |manufacturer dropdown list]] in the main worksheet. If a new manufacturer is required, add it directly in the TenderItems worksheet.
+  * **CurrencyList:** Contains the available currencies that populate the [[tender_management:supplier_responding_to_tender_via_excel#currency|currency dropdown list]] in the main worksheet. If a new currency is required, add it directly in the TenderItems worksheet.
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-==== The three worksheets ====
-The Excel template contains three worksheets. **Do not modify the name of the worksheets.**
-  * **TenderItems:** Main worksheet containing the tender items.
-  * **ManufacturerList:** Contains the manufacturers that populate the [[tender_management:supplier_responding_to_tender_via_excel#manufacturer |manufacturer dropdown list]] in the main worksheet. Do not add to the list of manufacturers manually as this list needs to come from your client.
-  * **CurrencyList:** Contains the available currencies that populate the [[tender_management:supplier_responding_to_tender_via_excel#currency|currency dropdown list]] in the main worksheet. Do not add to the list of currencies manually as this list needs to come from your client.
+===== Completing the tender response template =====
-==== Tender response template fields ====
+==== Fields ====
-A more detailed information regarding the tender template columns and cells is described below.
+More detailed information regarding the tender template fields is described below.
 ^ Serial number  ^ Column  ^ Field                                ^ Description                                                                                                                                                                                                                                                ^
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 | 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. |
+| 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 = 1).\\ The pack size (number of units in one pack) you are offering. |
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 {{:tender_management:screen_shot_2022-02-25_at_15.57.37.png?350|}}
-==== Tender submission ====
+===== Tender submission =====
 After entering your bids, save the Excel spreadsheet (xlsx file) and email it to the client as guided.
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