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tender_management:using_web_tenders [2017/07/20 00:08] – [Uploading and Downloading Web Tenders] rozanna | tender_management:using_web_tenders [2023/05/11 09:29] – [The process] Gary Willetts | ||
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- | {{indexmenu_n> | + | {{indexmenu_n> |
- | ====== | + | ====== |
+ | **NOTE: This page details the process for using our remote tender module. This module is being replaced by our new Health Supply Hub. Details of how this interacts with the mSupply tender module will be added soon.** | ||
+ | A web tender is one that is uploaded to our Health Supply Hub server and is made accessible to suppliers for them to enter their responses remotely. This greatly reduces the load on you to input all the responses from all suppliers and means there will be far less chance of data entry errors. | ||
- | ===== Setup ===== | + | <WRAP info center round 90%> |
+ | A tender cannot be deleted when it has been uploaded to the [[https:// | ||
+ | </ | ||
+ | ===== Setup ===== | ||
To use web tenders, there are several setup steps that only need to be done once: | To use web tenders, there are several setup steps that only need to be done once: | ||
- | - Contact | + | - Contact |
- | - In your mSupply | + | - In **File > Preferences...**, on the Tender tab, enter the account |
- | - Link each of your suppliers with the Supplier' | + | - Link each of your suppliers with the Supplier' |
- | * You will need to tell us about any of your suppliers that are not in the web site list. We will then add them, and you will then be able to link to those suppliers. | + | - Tell Sustainable Solutions |
- | + | ===== The process | |
- | ===== Summary | + | The following steps describe |
- | The following steps summarise | + | - Carry out the setup steps given above. |
- In mSupply, create a new tender. | - In mSupply, create a new tender. | ||
- Set up tender name, reference number, opening and closing date. | - Set up tender name, reference number, opening and closing date. | ||
- | - Add items to the tender. | + | - Add items to the tender. |
- | * Add quantity and pack size for each item. | + | |
- [[tender_management: | - [[tender_management: | ||
- | - Upload | + | - Go to the // |
- | - Inform suppliers, send physical or electronic tender documents. | + | * Each supplier must be linked. You will be warned if they aren' |
- | - After the tender has closed, download tender. | + | * You must have set a //Response by date// (see the [[tender_management: |
- | - Compare prices, print appropriate reports for tender committee. | + | * Your internet connection must be working. |
+ | * You must have entered the user name and password correctly in the [[preferences: | ||
+ | - **Note:** When a tender has been uploaded to the Health Supply Hub, it will appear in //DRAFT// status so that you can review it before finally publishing it. | ||
+ | - Inform suppliers | ||
+ | - The suppliers enter their bids into their part of the remote tender server web site. | ||
+ | - After the tender has closed, download | ||
+ | * Your internet connection must be working. | ||
+ | * The tender closing date must have passed. | ||
+ | - Compare prices | ||
- Award each item to a supplier. | - Award each item to a supplier. | ||
- Create purchase orders. | - Create purchase orders. | ||
+ | - Send the purchase orders to the suppliers. | ||
+ | - Sit back, relax and give yourself a pat on the back. Nice going. | ||
+ | <WRAP center round alert 60%> | ||
- | ===== Using the upload and download actions ===== | + | **Uploading |
- | You simply go to the // | + | mSupply records |
+ | </ | ||
- | Note that: | ||
- | * To Upload | ||
- | * Each supplier must be linked. You will be warned if they aren' | ||
- | * Your internet connection must be working. | ||
- | * You must have entered the user name and password correctly in the mSupply preferences (see above). | ||
- | * To Download: | ||
- | * Your internet connection must be working. | ||
- | * The tender closing date must have passed. | ||
- | You will be given an error message if the upload or download is not successful. If you get stuck, contact Sustainable Solutions for further assistance. | + | ==== A note about currencies ==== |
+ | If a quote from a supplier in the Health Supply Hub uses a currency that doesn' | ||
+ | |||
+ | The way to correct the problem | ||
+ | |||
+ | ===== After uploading the tender to the Health Supply Hub ===== | ||
+ | When the tender has been uploaded to the Health Supply Hub it can be easily viewed by clicking on the **View on HSH** button seen on the //Items and compare prices// tab as shown below: | ||
- | ===== After uploading ===== | + | {{ : |
- | * mSupply records when a tender has been uploaded, and no longer allows editing or deletion of tender lines. | + | |
- | // Previous: [[tender_management: | + | The button will be visible as soon as you have entered the remote server details in the preferences (see step 2 in the [[tender_management: |
+ | \\ | ||
+ | \\ | ||
+ | | | ||
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