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tender_management:using_web_tenders [2017/08/31 11:38] – [The process] Gary Willetts | tender_management:using_web_tenders [2023/05/11 09:29] – [The process] Gary Willetts | ||
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- | {{indexmenu_n> | + | {{indexmenu_n> |
- | ====== | + | ====== |
- | A web tender is one that is uploaded to our remote tender | + | **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 | ||
+ | |||
+ | <WRAP info center round 90%> | ||
+ | A tender cannot be deleted when it has been uploaded to the [[https:// | ||
+ | </ | ||
===== Setup ===== | ===== 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 **File > Preferences...**, | + | - In **File > Preferences...**, |
- | - Link each of your suppliers with the Supplier' | + | - Link each of your suppliers with the Supplier' |
- | - Tell Sustainable Solutions about any of your suppliers that are not in the tender web site list. We will then add them, and you can link the remaining suppliers. | + | - Tell Sustainable Solutions about any of your suppliers that are not in the Health Supply Hub list. We will then add them, and you can link the remaining suppliers. |
===== The process ===== | ===== The process ===== | ||
- | The following steps summarise | + | The following steps describe |
- Carry out the setup steps given above. | - Carry out the setup steps given above. | ||
- In mSupply, create a new tender. | - In mSupply, create a new tender. | ||
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- Add items to the tender. Make sure you add a quantity and pack size for each item. | - Add items to the tender. Make sure you add a quantity and pack size for each item. | ||
- [[tender_management: | - [[tender_management: | ||
- | - Go to the // | + | - Go to the // |
- | - Inform suppliers by sending physical or electronic tender documents (both can come from mSupply). | + | * Each supplier must be linked. You will be warned if they aren' |
+ | * You must have set a //Response by date// (see the [[tender_management: | ||
+ | * 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 by sending physical or electronic tender documents (both can come from mSupply) | ||
- The suppliers enter their bids into their part of the remote tender server web site. | - The suppliers enter their bids into their part of the remote tender server web site. | ||
- | - After the tender has closed, download tender by going to the // | + | - After the tender has closed, download |
- | - Compare prices, print appropriate reports for tender committee. | + | * 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. | ||
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- Sit back, relax and give yourself a pat on the back. Nice going. | - 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 // | + | |
- | Note that: | + | mSupply records when a tender has been uploaded, and will no longer allow the editing or deletion of tender lines on that tender. So make sure your tender is correct and complete before you upload it! |
- | * To Upload | + | </ |
- | * Each supplier | + | |
- | * Your internet connection must be working. | + | |
- | * You must have entered | + | ==== A note about currencies ==== |
- | * To Download: | + | If a quote from a supplier |
- | * Your internet connection must be working. | + | |
- | * The tender closing date must have passed. | + | The way to correct |
- | 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. | + | ===== 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: |
+ | \\ | ||
+ | \\ | ||
+ | | | ||
---- struct data ---- | ---- struct data ---- | ||
+ | pagestatus.status | ||
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