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tender_management:using_web_tenders [2023/04/07 11:51] – Gary Willetts | tender_management:using_web_tenders [2023/05/11 09:29] – [The process] Gary Willetts | ||
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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 The mSupply Foundation to arrange a user account. We'll send you your account details. | - Contact The mSupply Foundation to arrange a user account. We'll send you your account details. | ||
- | - 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 Health Supply Hub 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. | ||
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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 // |
* Each supplier must be linked. You will be warned if they aren' | * 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. | * Your internet connection must be working. | ||
* You must have entered the user name and password correctly in the [[preferences: | * 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) and send them a link to the [[tender_management: | - Inform suppliers by sending physical or electronic tender documents (both can come from mSupply) and send them a link to the [[tender_management: | ||
- 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 the tender by going to the // | + | - After the tender has closed, download the tender by going to the // |
* Your internet connection must be working. | * Your internet connection must be working. | ||
* The tender closing date must have passed. | * The tender closing date must have passed. | ||
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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! | 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! | ||
</ | </ | ||
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+ | ==== 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 is to add the currencies that are shown in the error message to mSupply and then try the download again. For information on adding currencies to mSupply, see the [[other_stuff: | ||
+ | |||
+ | ===== 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: | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | 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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