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tender_management:using_web_tenders [2022/02/25 05:11] – Ujwal Khatry | tender_management:using_web_tenders [2023/07/10 05:49] (current) – Added HSH docs link James Brunskill | ||
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- | ====== 18.10. Supplier Instruction for submitting tender via Excel ====== | + | ====== 18.09. Using web tenders====== |
+ | **NOTE: This page details the process for using our remote tender module. This module is being replaced by our new Health Supply Hub. See the [[https:// | ||
+ | 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. | ||
+ | |||
+ | <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: | ||
+ | - Contact The mSupply Foundation to arrange a user account. We'll send you your account details. | ||
+ | - In **File > Preferences...**, | ||
+ | - 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. | ||
+ | |||
+ | ===== The process ===== | ||
+ | The following steps describe the whole remote tender process: | ||
+ | - Carry out the setup steps given above. | ||
+ | - In mSupply, create a new tender. | ||
+ | - Set up tender name, reference number, opening and closing date. | ||
+ | - Add items to the tender. Make sure you add a quantity and pack size for each item. | ||
+ | - [[tender_management: | ||
+ | - Go to the // | ||
+ | * 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) and send them a link to the [[tender_management: | ||
+ | - 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 // | ||
+ | * Your internet connection must be working. | ||
+ | * The tender closing date must have passed. | ||
+ | - Compare prices and print appropriate reports for the tender committee or others. | ||
+ | - Award each item to a supplier. | ||
+ | - 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%> | ||
+ | |||
+ | **Uploading the tender is final...** | ||
+ | |||
+ | 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! | ||
+ | </ | ||
+ | |||
+ | |||
+ | ==== 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: | ||
+ | \\ | ||
+ | \\ | ||
+ | | // Previous: | ||
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