Sorcing System Supplier GuideResponding to an RFPWord文档下载推荐.docx
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•HowdoIplacearesponse?
Itisduringthisstepthatyouwillreviewandrespondtoaseriesofquestions.Theinformationthatyouprovidewillbeevaluatedbythebuyerorganization
•HowdoIrevisemyresponses?
Afterreviewingyourresponsesyouorsomeoneinyourgroupmaydecidethatyouwouldliketomakeachange.
•HowdoIplaceabid?
Afterviewingiteminformation,bidsareplacedindividuallythrough“SingleBid”,simultaneouslyusing“MultiBid”orofflinethroughanexcelspreadsheet.
•HowdoIrevisemybids?
Bidscanbeupdatedaftersubmitted,justsolongastheRFPhasnotclosed.Onceupdated,youwillhavetheabilitytoreviewandcompareahistoryofyourbids.
•HowdoIsendamessagetothebuyingorganization?
Ifyouneedtocollaboratewithmembersofthebuyingorganizationthesystemprovidesabuiltinmessagingemail.
•HowdoIcreateareporttosummarizemyresponses?
Whenyouhavecompletedfillingouteachquestionnaireyoucanrunareportthatwillsummarizethisinformation.
SupplierRFxHomePage
Onceyouhaveloggedintothesystem,youwillarriveattheViewRFx(s)page.ThispagewilldisplaytheRFPthatyouhavebeeninvitedtoparticipate.FromthispageyouwillnavigateintotheRFP.TheStatuscolumnofthispagewilldisplayNewforanyeventthatyouhavenotyetparticipatedin.
YoucanClicktheHomeiconfromanypageintheeventtoreturntothispage
Youcanfilteryourviewbyselectingtheappropriatestatusinthedropdownlistnexttothe“Binocular”icon:
All,Open,Close,Pending,AwardedorPaused.
FollowthestepsbelowtoviewtheRFP:
1.FromtheViewRFxBidsscreen,ClicktheRFxNameorclickingtheView/RespondtoRFx
AcceptingorDeclininganRFP
PriortomakingadecisionwhethertoacceptordeclineanRFPinvitation,apotentialsupplierwillwanttolearnmoreaboutit.Muchofthatinformationisavailableonthisscreen.ThesuppliercanseethetypesofquestionsthathavetobeansweredaswellasanyattacheddocumentsthatprovidefurtherdetailsanddataabouttheRFP.
Attachmentsarespecificdocuments,suchasWorddocumentfilesorExcelspreadsheets.Thebuyermayrequestthatyoudownloadacopyofthetermsandconditionpagethatwilloutlineanylegalmatters.Thesuppliermayneedtosubmitthissamedocumentbacktothesupplierwithanelectronicsignature.
FollowthestepsbelowtolearnmoreaboutanRFP:
1.ClicktheExpandbuttonforeachQuestionnairetoviewquestionscontainedinthisquestionnaire.
2.ClicktheRFxAttachmentslinktoviewanyattacheddocuments/URLs.
ViewingAttachments
Attachmentsarespecificdocuments,suchasWorddocumentfilesorExcelspreadsheets.Thebuyermayrequestthatyoudownloadacopyofadocument(e.g.,thetermsandconditionpagethatwilloutlineanylegalmatters).Thesuppliermayneedtosubmitadocumentbacktothesupplier.
Followthestepsbelowtoviewattachments:
1.ClickontheRFxAttachments
(1)link.
2.Clickthedocument’shyperlinkundertheContentcolumn.
Youcanthensavethedocumentstoyourlocalsystem,viewit,etc.
UploadAttachments
Attachmentsuploadedtothesystemcannotexceedthemaximumallowedfilesize.Thissizeisperattachment.
Ifyourfileislargerthantheallowedfilesize,considerbreakingthefileinto2ormorefilesanduploadeachfileseparately.
Followthestepsbelowtouploadattachments:
1.ClicktheAdd/ViewYourAttachmentstab.
2.ClicktheAddAttachmentbutton.
3.ProvidethenecessaryinformationwithintheAddAttachmentswindow.
∙Name–Thenameofthedocument
∙Folder–Thefolderintowhichthedocumentwillbestored.
∙Location–SpecifieswhetherthedocumentisonalocaldriveorataURL
∙AttachContent–ClickingontheBrowsebuttonwillallowthesuppliertoselectthecontent/fileswhichwillbeattached.
4.ClickBrowseandlocatethefilefromyourharddrive.
5.ClickSavewhenfinished.
SupplierWorkspace
ThesystemwilldisplaythetimeremainingintheRFP.It’simportanttomakesurethatyoucompletetheRFPintheallottedtime.OncetheRFPhasclosed,youwillnolongerbeabletobid.
OnceyouhavelocatedandnavigatedintotheRFP,youcanviewtheRFPdetails.DetailsincludereviewingtheiteminformationforeachlineitemintheRFP.
FollowthesestepstoviewtheRFPdetails:
1.FromtheSingleBidtab,clicktheItemNamelinkfromtheNamecolumn.
SupplierWorkspace,continued
2.ReviewthedetailsfromtheViewItemwindowandthenclicktheClosebutton.
3.Repeatforeachlineitem.
AcceptinganRFP
BeforeyoucanparticipateintheRFP,youneedtoconfirmyouracceptance.
Acceptanceofthisinvitationisanacknowledgmentofyourparticipation;
thisacknowledgmentwillautomaticallypropagatetootherinviteduserswithinyourorganization.Itisnotnecessaryforthemtoacceptthisinvitation.
FollowthestepsbelowtorespondtoanRFP:
1.ClicktheAcceptorDeclinebutton.
2.Provideanoptionalcommentthatwillbesentbacktothebuyer.
3.ClickOK.
RespondingtoQuestions
TheRFPscreendisplaysthequestionnaires/questionsthatyouwillberespondingto.FromthistabthesuppliercanPlaceResponsesfortheQuestionnaire.
Followthestepslistedbelowtorespondtoquestions:
1.ClickthePlaceResponsebuttontostartcreatingaresponse.
CreatingaResponse
Questionsmayhavedifferentanswertypes.Makesureyouprovidethecorrectanswertype.(e.g.,text,integer,decimal,selection,etc).
TheMultiTextResponsesarelimitedto5,000charactersinlength.IftheResponsewillexceed5,000charactersthesuppliershouldattachtheresponse.Uploadinganattachmentisdetailedonearlierinthischapter.
Requiredfieldsaremarkedwithanasterisk(*).Completethembeforesaving.
Followthestepsbelowtorespondtoquestions:
1.Questionscanbeansweredbychoosingaresponsefromadropdown,typingintextornumbers,orselectingfrommultipleresponses.
2.Attachmentsmaybeaddedatboththeresponselevelandforeachquestionatanytime.
3.ClickSavetosubmitaresponse.
4.Repeatsteps1-3fortheremainingquestions.
RevisingaResponse
Thesupplierorsomeoneelseintheirgroupcaneditresponsesandhavetheupdatessenttothebuyer.
Followthestepsbelowtorevisearesponse:
1.ClickontheReviseResponsebuttonTypeinnewinformationinavailablefields.
2.ClickontheSavebuttontosavechanges.
ReviewandCompareResponses
TheViewHistorywindowdisplaysthestatusofyourresponsesaswellasahistoryofsubmittedresponses.Submittedresponsescanbecomparedtoanycancelledresponsesthathadpreviouslybeensubmitted.
TheViewResponseComparisonwindowalsoallowsyoutocompareahistoryofattachmentsthatyouhaveuploadedintothesystem.
Followthestepsbelowtoreviewandcompareresponses:
1.ClickontheViewHistorybutton.
2.Selectthecheckboxesfortheresponsesyouwanttocompare.
3.ClicktheCompareResponsesbutton.
BiddingonItems
TheRFPscreendisplaystheFRPlineitemsonwhichyouwillplacebids.
YouwillbidonlineitemsindividuallywiththeSingleBidtabintheforefront.
ThismethodofbiddingistypicallyusedwhentherearealimitednumberoflineitemsintheRFP.
Followthestepsbelowtobidonitems:
1.ClickthePlaceNewBidbuttononeachlineitem.
PlacingaSimpleBid
OncethesupplierclicksthePlaceNewBidbuttontheCreateBidswindowwillappear.
ToviewtheitemdetailsthesuppliercanclickontheItemInformationiconinthetopleftcornerofthebiddingarea.TheHost’sdescriptionoftheItemappearsabovethebiddingfieldsinthispop-upwindow.
Followthestepsbelowtocreateabid(Note:
ThefieldsareestablishedbytheBuyerandmaynotmatchwhatisdisplayedinthisexample):
1.EnteraSupplierItemCode(buyerdefined)
2.EntertheMinimumandMaximumnumberofunitsthatwillbeprovided(buyerdefined).
3.EnterthePricePerUnit
4.EnterthesumofallOne-TimeCharges,ifany
5.EnterinaDeliveryDateornumberofLeadDaysifrequiredbyHost
6.ClicktheSavebuttontocommitthebid
7.Repeatsteps1-6fortheremainingitems.
PlacingaSimpleBid,continued
Followthestepsbelowtoplaceasimplebid:
1.EnteraSupplierItemCode,
2.EntertheMinimumandMaximumnumberofunitsthatwillbeprovided.
3.EnterthePricePerUnit.
4.EnterthesumofallOne-TimeCharges,ifany.
5.EnterinaDeliveryDateornumberofLeadDaysifrequiredbyHost.
6.ClicktheSavebuttontocommitthebid.
7.Repeatsteps
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