Write more about approving. See text marked in red. Add info about how to add alternativ products
Add how to do this: This can be registered in the tender item to ensure that all items of the same type are compared with the same number of years. The number of years will then be a standard value.
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Register new offer
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2. Right click on the relevant tender and select “New offer”.
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3. Select the Company by either:
Doubleclick on the “Company name”
Click on the checkboxs
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4. Click “Ok” and a new offer has been registered.
Below you can see an example on an offer
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Approve offer and supplier
You should approve both offer and supplier before you continue the registration process.
Follow the steps above to register New offer
Go to the first tab in the offer called “Offer”
Approve “Supplier” and “Offer” by clicking on the checkbox shown in the picture below
Click “Save”
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Registration of Offered Items
Offered Items can be registered in dRofus from an MS Excel spreadsheet or manually
Register offered Items from Excel import
1.Create Excel template as explained Export Tender Items to Excel
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It is not possible to register price corrections, lifetime costs or components parts via a spreadsheet. Read more about in the section: Add data to offered Items |
2. Enter the offered Items information in the excel-fil. To save time, we recommend distubute the Tender Items using the excel export in step 1 and ask the Supplier to complete the Excel-fil.
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3. Select the “Offered Items” tab
4. Import the excel fil by either:
Right click and select “Import from Excel”.
Drag and drop the excel-fil into the “Offered Items” page
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If you import the fil with the same Items again, the Items will not be updated, but registered as alternativ offered Items. |
Register offered Items manually
1. Follow the steps above to register and approve an offer
2. Select the “Offered Items” tab.
3. Right click on the list
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4. Select “Add offered Item”.
You will now see a list of the Items in the tender.
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5. Select included Items: All items are selected but you can remove selection if any of the Items are not included in your offer
6. Click “ok” and the Items registered
Register alternativ offered Items
You are able to register an Item with several alternative offered Items. This can be done from an excel export or manually.
Register alternativ offered Items from excel export
Controll that the main alternativ is registered
Follow the steps in the section Register offered Items from Excel import.
Registration alternativ offered Items manually
Register the main alternative as described under Registration of Offered Items
Right click on the item for which you want to register an alternative
Select “Register alternative” and window below will appear
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Select “Yes” and the window below will appear
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Enter data as described in
The alternativ offered Item has an extra number or letter in the end of the Item number.
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Add data to offered Items
Display the offered Item data window by either:
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Double click on an Item
Right click on an Item and select “Open”
The window below will appear
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1.Register the supplier's Item information
2. Add the supplier’s Item Unit price. An admin user can add Currancy option or update currency value. For more information look at Setup for Procuremen Module
3. Add Price correction: Is used to add any corrections which will affect the price
Right click and:
a) “Add” to register . Add “-” to make a negative correction.
b) “Delete”
c) “Properties” edit existing price correction
The corrected price is an evaluation tool and will not have an impact on the unit price for the items during later stages of the process.
4. Lifecycle costs: A net present value will be calculated on the basis of the registered lifecycle costs.
Right click and select “Generate lifecycle cost” and the window below will appear
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Enter the correct number of years
Click “Ok”
Reopen the “Offered Item” Date window
And a list over the years will appear. See picture below
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Dobbel click on the year you would like to add cost and fill in any default value. The values are project specific. An admin user can add/ edit/ delete values. For more information look at Setup for Procuremen Module
This can be registered in the tender item to ensure that all items of the same type are compared with the same number of years. The number of years will then be a standard value.
The Lifecycle cost is an evaluation tool and will not have an impact on the unit price for the items during later stages of the process.
5. Add Sub-components: Registrate Sub-component from the tendered Item that you wants to process as independent Items at a later date. Sub-component are automatically included when an Item is included in an agreement. New sub-component are also automatically included in agreements and tenders under which the item is already incorporated.
Sub-component prices can either be:
Included in the main item. This will allow for comparison betwwen tenders
Added individually to the sub-components when an agreement has been created and items are transferred.
6. Click “Save”
You can click “Next” to add data to the next Item in the list