Differences

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--- tender_management:choosing_and_inviting_suppliers [2019/10/15 04:47] – ↷ Page moved from tenders:choosing_and_inviting_suppliers to tender_management:choosing_and_inviting_suppliers lou
+++ tender_management:choosing_and_inviting_suppliers [2025/01/16 17:01] (current) – Gary Willetts
@@ Line 1: / Line 1: @@
 {{indexmenu_n>30}}
-===== 15.03. Adding suppliers to a tender, inviting responses =====
+====== 18.03. Adding suppliers to a tender and inviting responses ======
+<WRAP info center round 90%>
+Adding suppliers ot the tender can be done while the tender is at suggested or confirmed status. But it is good practice to confirm your tender after adding items and conditions, then add suppliers. After confirmation you can no longer add items or conditions to your tender.
+</WRAP>
-To add suppliers to the tender, click the // Choose suppliers and enter responses// tab to open this window, where the suppliers to whom your tender will be sent may be added, or subsequently deleted:
+To add suppliers to the tender, click the //Choose suppliers and enter responses// tab to open this window, where the suppliers to whom your tender will be sent may be added, or subsequently deleted:
-{{ tenders:tend_suppwin8.png?600 |}}
+{{ tender_management:tend_suppwin8.png?650 |}}
-Note: The //RTM Link// column in the table shows whether the selected supplier has been linked with the Remote Tender Module (checked if it has)
+Note: The //HSH Link// column in the table shows whether the selected supplier has been linked with the Health Supply Hub (checked if it has). See the [[tender_management:using_web_tenders|]] page for details on the remote tender module.
-To add suppliers to the list, click the //Add Suppliers// button.
+To add suppliers to the list, click the **Add Suppliers** button.
 A list of all suppliers is shown:
-{{ tenders:tend_supp_choose.png?400 |}}
+{{ tender_management:tend_supp_choose.png?400 |}}
-You can add multiple suppliers by holding down the control key (command key on Mac) and clicking on those suppliers you wish to add. Once you have selected a supplier or suppliers, click the // Use// button to add them to the list. To create a new supplier, click the New button.
+You can add multiple suppliers by holding down the control key (command key on Mac) and clicking on those suppliers you wish to add. Once you have selected a supplier or suppliers, click the **Use** button to add them to the list. To create a new supplier, click the **New** button.
+**Note:** You cannot add suppliers more than once to a tender; you will told that a supplier is already part of the tender if you try to add it again.
 Once suppliers are added, they will appear in the list:
-{{ tenders:tend_partsuppwin8.png?400 |}}
+{{ tender_management:tend_partsuppwin8.png?400 |}}
 Double clicking a supplier will open a window for adding and editing quotations - see below.
-It there are any suppliers listed that do not have a tick in the RTM Link column and you intend to [[tenders:using_web_tenders|publish the tender to the web]], you will need to contact mSupply Support: [[support@msupply.org.nz]]
+It there are any suppliers listed that do not have a tick in the RTM Link column and you intend to [[tender_management:using_web_tenders|publish the tender to the web]], you will need to contact mSupply Support: [[support@msupply.org.nz]]
 == Deleting a supplier ==
@@ Line 39: / Line 44: @@
 Whichever method you choose, you will be given the option for the **Date sent** field to be filled automatically with today's date.
-== To Spreadsheet ==
+== To Spreadsheet button ==
-Clicking this button opens your spreadsheet application, with all the items and quantities required on the tender document already entered in appropriate rows and columns. This may be saved and sent to the supplier along with the tender letter. Appropriate columns are already in place for suppliers to enter their responses.
+Clicking this button gives you two options:
+  - Supplier response template
+  - Tender lines with supplier response
+Both open a spreadsheet in you spreadsheet application. The first is used to import a supplier's quotes into the tender (see the [[tender_management:receiving_quotations_from_suppliers#importing_responses_from_a_spreadsheet|18.04. Adding supplier responses to a tender]] page for details). The second has all the items and quantities required on the tender document and any supplier responses already entered. It is useful for sending to the supplier along with the tender letter or as a record of their responses entered into the system.
 \\
 \\
-|  //  Previous:  **[[tenders:standard_conditions|6.2. Standard tender conditions]]** | | Next: **[[tenders:receiving_quotations_from_suppliers|6.4. Adding supplier responses to a tender]]** //  |
+|  //  Previous:  **[[tender_management:standard_conditions]]** | | Next: **[[tender_management:receiving_quotations_from_suppliers]]** //  |
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