In the dynamic world of procurement, there may be instances when a supplier cannot enter their quote directly on the platform. This could happen for various reasons such as technical issues or preferences for offline communication. When a supplier provides their offer via email or phone, it's essential to ensure that this information is accurately entered into the system to maintain a comprehensive and analyzable record.
Here’s a step-by-step guide on how to enter supplier quotes on their behalf:
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Open the Suppliers Tab: Start by navigating to the 'Suppliers' tab of the specific request in your procurement platform.
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Find the Supplier: Locate the supplier company from which you need to input a quote.
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Login as Supplier: Under the name of the invited supplier, you will find a "Login" button. Clicking this button allows you to view the request from the supplier’s perspective.
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Enter the Quote: After logging in as the supplier, you have two options to enter the quotes:
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Upload/Download Excel File: You can manage quotes via an Excel file, which can be downloaded, filled out, and then uploaded back into the system.
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Online Entry: Alternatively, you can enter the quotes directly online, one by one, using the same interface that suppliers use. To do that please click "Submit offer" button
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This approach ensures that all offers are captured in the system, enabling thorough analysis and comparison.
Additionally, a video tutorial is available for suppliers, guiding them on how to submit their quotes within the system. This can be a valuable resource to share with suppliers to streamline the process and ensure they are comfortable with the platform.
By following these steps, you can maintain an organized and complete record of all supplier quotes, even when they are submitted through alternative communication channels.