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tender_management:standard_conditions [2017/07/17 22:17] – rozanna | tender_management:standard_conditions [2021/10/08 09:39] (current) – Gary Willetts | ||
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- | ===== Standard conditions ===== | + | ====== 18.02. |
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mSupply allows you to set up a list of standard tender conditions called master conditions. These are all the conditions you will apply to tenders from year to year. Each time you create a tender you can copy the master conditions you want to your tender as required - these form the standard conditions list for that one tender. These instructions cover managing master conditions and applying them to individual tenders as standard conditions. | mSupply allows you to set up a list of standard tender conditions called master conditions. These are all the conditions you will apply to tenders from year to year. Each time you create a tender you can copy the master conditions you want to your tender as required - these form the standard conditions list for that one tender. These instructions cover managing master conditions and applying them to individual tenders as standard conditions. | ||
- | When you print your tender letter, the list of standard conditions | + | When you print your tender |
==== Setting up conditions and their categories ==== | ==== Setting up conditions and their categories ==== | ||
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Choose // Suppliers > Show tenders, // and open the // Master Conditions categories // tab | Choose // Suppliers > Show tenders, // and open the // Master Conditions categories // tab | ||
- | {{ :tender_management: | + | {{ tender_management: |
Here you may define categories for your master conditions. Examples shown above are // Annual, Supplementary // and// Emergency. // Subsequently you can restrict the display to a single category by selecting that category from the // Show// drop down list. | Here you may define categories for your master conditions. Examples shown above are // Annual, Supplementary // and// Emergency. // Subsequently you can restrict the display to a single category by selecting that category from the // Show// drop down list. | ||
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Choose // Suppliers > Show tenders, // and open the // Master Conditions List // tab: | Choose // Suppliers > Show tenders, // and open the // Master Conditions List // tab: | ||
- | {{ :tender_management: | + | {{ tender_management: |
You can print a master condition selected in the list by clicking on the //Print conditions// | You can print a master condition selected in the list by clicking on the //Print conditions// | ||
- | {{ :tender_management: | + | {{ tender_management: |
**Point:** The conditions will sort by their point entry when printed. We suggest you label your points 1.1, 1.2, 1.3, 2.1, 2.2 etc. | **Point:** The conditions will sort by their point entry when printed. We suggest you label your points 1.1, 1.2, 1.3, 2.1, 2.2 etc. | ||
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==== Editing and deleting conditions ==== | ==== Editing and deleting conditions ==== | ||
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Double-click an entry to edit it. | Double-click an entry to edit it. | ||
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==== Copying master conditions to a tender ==== | ==== Copying master conditions to a tender ==== | ||
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When you enter a new tender, go to the // Standard conditions// | When you enter a new tender, go to the // Standard conditions// | ||
- | {{ :tender_management: | + | {{ tender_management: |
Click the // Copy from master// button to copy conditions from the master list | Click the // Copy from master// button to copy conditions from the master list | ||
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</ | </ | ||
+ | ==== Printing the standard conditions with the invitation letter ==== | ||
+ | To have the standard conditions printed at the end of the suppliers' | ||
+ | |||
+ | {{ tender_management: | ||
- | // Previous: [[tender_management: | + | In the //Acceptance letter// section, check the **Print tender conditions** checkbox. That's it, all done! |
+ | \\ | ||
+ | \\ | ||
+ | | // | ||
---- struct data ---- | ---- struct data ---- | ||
+ | pagestatus.status | ||
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