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There are a number of ways to introduce Supplier Bidders on the quotation
workflow. We start by looking at the Preferred Bidders option.
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At 'Preferred Bid Suppliers' we may list any number of Suppliers available
to all Items on the quotation.
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We can lookup these Suppliers from current Supplier Accounts and we can
also introduce new Accounts when typing "new".
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Now that we have some preferred Suppliers listed here, let us see what
potential that holds.
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At the 'Introduce Bidders' menu area, we have an option called 'Select at
Item'. This is the option that allows us to enter each Item on the
Quotation and select bidders for that Item.
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At the area called 'Quotation Preferred Suppliers' we can see the list of
Suppliers that we entered before as 'Preferred Bidders'. This list will be
present for each Item, making it easy to select as and when we want to
apply any of these bidders for an Item.
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However, we also have an option to 'Auto Populate Bidders', and if we use
that, then the preferred bidders are not merely available at each Item, but
already included in the list of bidders. Let's have a look.
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As we can see, the preferred bidders are now fully selected as bidders for
the Item.
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Now, we have removed the pre-selection of bidders so that we can explore
our options for bidder selection further.
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Now, we can see for each Item that we have the list of 'Quotation Preferred
Suppliers' to choose from, if there are any.
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ordered before, for any Customer, not just this Customer, then we also have
prior bid Suppliers to choose from.
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ever been ordered before, for any Customer, then we will have a list of 1
or more prior Suppliers who were awarded before to supply this Item.
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We can select from any of these groups of Suppliers with a dbl-click on the
Supplier, to introduce that Supplier as a bidder now for the current Item.
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We can also select directly from the Supplier master.
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And we can also introduce new Suppliers.
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In the case of a new Supplier of course we will fill in some more detail
than we are doing in this example, or we can also do it later at the
Supplier Master.
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And we can see that the new Supplier Account has been created and included
as a bidder here.
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Of course we may change, delete from and add to this list of bidders many
times by returning to this item again and again if need be.
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Now let's look at the toggle options.
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The toggle can be set at 'take', 'drill' or 'ask'.
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That means we can also drill into the prior history for the prior award and
bid Suppliers of this Stock Item, or into the master Account of any
Quotation Preferred Supplier.
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At the prior bid detail, we can see the prior date, quotation number,
prices and delivery offered by the various Suppliers, etc.
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And in this manner we can continue with any or all of the Items on our
quotation, to introduce bidders for each Item.
