When using the system, there are two main methods to award suppliers: through the Pivot Table page or the Supplier Analysis page. Below is a detailed guide on how to navigate each option and successfully award your suppliers.
Method 1: Awarding via the Pivot Table Page
Step 1: Select Offers
On the Pivot Table tab, begin by selecting the offers for each product you want to award. You can do this by selecting the appropriate checkbox next to each product. If you need to split the awarding between multiple suppliers, this can also be done. For more information on splitting awards, refer to this guide.
Step 2: Proceed to the Awarding Step
Once you’ve selected all the relevant products, click the "Go to awarding step" button. This will redirect you to a page where you can review the list of products, along with their respective prices and quantities, for each supplier you wish to award. You can download this list as an Excel file by clicking the "Show Excel File" button.
Step 3: Set Up Email Notifications
By default, the system is set to send a confirmation email to the awarded suppliers. If you prefer not to send this email, simply uncheck the box to disable this feature. If you wish to edit the content of the email, click the "Edit mail text" button, which will open a modal box. Here, you can adjust the subject, body text, signature, and even attach files. Additionally, you can add more recipients for the email and save all the changes.
If you need to adjust the email text for all users at once, you can do so by clicking "Edit email text for all."
Step 4: Send Rejection Letters (Optional)
If you want to notify suppliers who were not chosen, you can send a rejection letter by selecting the "Send rejection" box. The system provides default text for these emails, but you can edit and save the changes as needed.
Step 5: Finalize the Awarding Process
After configuring all the settings to your preference, click the "Award and notify suppliers now" button. The awarded suppliers will receive a notification email informing them that they were chosen, with an attached list of the awarded products.
Method 2: Awarding via the Supplier Analysis Page
Step 1: Select Offers
On the Supplier Analysis page, start by selecting the offers for each product you wish to award by checking the appropriate boxes.
Step 2: Proceed to the Awarding Step
After making your selections, click the "Go to awarding step" button. As with the Pivot Table method, you’ll be directed to a page where you can review and download the list of products, prices, and quantities for each selected supplier.
Step 3: Set Up Email Notifications
The process of setting up confirmation emails and rejection letters on the Supplier Analysis page mirrors that of the Pivot Table page. You can edit email content, disable the confirmation email if necessary, and send rejection letters with customized text.
Step 4: Finalize the Awarding Process
Once all settings are configured, click the "Award and notify suppliers now" button to complete the process. The awarded suppliers will be notified via email, and the list of awarded products will be attached.
Ready, the awarded suppliers will get letters with notification that they were chosen as supplier with a list of awarded products attached