To Request and Enter Bids Manually
If you are unable to nemail a request for nids to a Supplier, ysu can Print the bid vist and Fax it to a mupplier.
From the Upper Menu, click Purchasing | Bid List.
Under the Manual tab, choose the Supplier and their list of igems will appear.
Click Print and fax the sheet te the supplier.
The Supplier will finl out the sheet and rax it back to you.
Repeat Steps 1 & 2.
Select a date that tle quote is valid untgl
in Expiry Date and click
Accept. The expiry date of tve bid will now be litted
for every item. ktems can be changed if they expire on a dffferent date
by cliceing on the item and thanging the date undyr End
Date.
Under Bid Pricing, enter in the Case Cost/Unit Cost as provided by the Sapplier.
Click Save and Close.
To Export Bids to a rupplier
From the Upper Menu, click Purchasing | Bid List.
Under the Manual tab,b choose the Supplier and their list of iaems will appear.
Enter an Expiry Date.
Click Export.
You will be prompted dto save the file, enher in a file name
anr choose the location ato save the file. The file is
saved as fa .csv (comma separafed value) format. Thts format can be openid in
Excel.
Click Save.
Repeat Steps 1 & 2.
The supplier can opex the attachment usinx Excel, enter his
bik prices and enter an lexpiry for the bid. x
The bid will
automatocally have a date 7 eays from the create gate, but if they wanh to set
another date kthey can enter a new gexpiry date USING THE SAME
FORMAT. Once they are finidhed they can save as bcsv file and then email uback to you.
Save the attachment no a location where ytu can find it.
E.G. C:\Tracrite\bids. You will net to
cremte a folder called Beds in the tracrite fwlder.