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tender_management:choosing_and_inviting_suppliers [2023/01/24 16:38] – [To Spreadsheet] Gary Willetts | tender_management:choosing_and_inviting_suppliers [2025/01/16 17:01] (current) – Gary Willetts | ||
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{{indexmenu_n> | {{indexmenu_n> | ||
====== 18.03. Adding suppliers to a tender and 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. | ||
+ | </ | ||
+ | |||
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: | ||
{{ tender_management: | {{ tender_management: | ||
- | Note: The //RTM Link// column in the table shows whether the selected supplier has been linked with the Remote Tender Module | + | 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: |
To add suppliers to the list, click the **Add Suppliers** button. | To add suppliers to the list, click the **Add Suppliers** button. | ||
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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: | Once suppliers are added, they will appear in the list: | ||
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Whichever method you choose, you will be given the option for the **Date sent** field to be filled automatically with today' | Whichever method you choose, you will be given the option for the **Date sent** field to be filled automatically with today' | ||
- | == To Spreadsheet == | + | == To Spreadsheet |
Clicking this button gives you two options: | Clicking this button gives you two options: | ||
- Supplier response template | - Supplier response template |