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Add or Move Items to an Tender Group:
Add Items to Tender Group
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Go to the “Item” Modul
Add Item to Room
a) Right Click on the Item you would like to add to Rooms
b) Click “Add to Room” and the window below will appear
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c) Double click on the Rooms you would like to the Items to.
d) Click ok
3. Click on the Occurrence to change Priority Group.
4. Add “ Budget Price”
5. Click on […] to Add “ Tender Group”
If you can’t see the Items in the procurement module- try logging in and out of dRofus
Move Item to another Tender Group
You can move Item by either:
Go to the Item and change the “Tender Group” in the Properties pane
Drag and drop:
a) Go to the Tender Group
b) Select the tab “Items in the Tender Group”
c) Select one or several items to be moved
d) Left-click, hold and drag these Items to the Tender group you would like to move it to
Create Tender:
Right Click on the Tender Group
Click on “ New tender”
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New Tender has been Created:
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The tender will automatically be given the same name as the tender group, but you can change the name under the Tender tab if you want to use a different name.
If you have created sub-groups, you must link the tender to the tender group and not the sub-group.
Add Items to a Tender
Click on the “Tender”
Click on the “Items” tab
Right click in the empty Item list
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If the option Add Occurrences from Tender Group is unavailable (grey) there are two possible issues;
You only have read access to the procurement module
The Tender is locked for edits. To un-lock the Tender go to the Tender tab and deactivate the 'Locked' checkbox and save your changes
4. Click on “ Add Occurrences From Tender Group” and the window below will appear
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6. Click on the “Item” and the Occurrence of the Item will appear.
Remove the selection of an item to exclude the Item and all occurrences of the Item.
7. Select Occurrence you would like to add to the tender:
Remove the selection of the occurrence to exclude individual occurrences of the Item.
Right click “Change between option and procurement” if individual Occurrences have different status then what you have set in step 5.
8. Click ok
You can still delete and enter new occurrences until the tender is locked for editing.
The picture below shows how the Tender would look like
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Lock and unlock Tender
A tender will automatically be locked for changes when you register:
Distribution and announcements
Agreement.
You can lock an unlock a tender manually by using the checkbox marked in the picure below
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The tender is an historical document and shall therefore not be edited in principle. In reality, changes will occur and the tender needs to be edited. It is important that you know what you are doing when you unlock a tender and that you remember to relock the tender.
Edit tender after it is locked
The tender is an historical document and shall therefore not be edited. There are changes which imply that the tender document has to be edited. This may be:
Changes has occured before the tender have been distributed
There are changes in the actual tender which have been notified to all suppliers.
Changes that have occured after the tender have been distributed can and should be registred during a later stage as in the agreement stage. By doing the change in a later stage the plan and tender remain unchanged.
To to changes after it is locked:
Go to the “Tender” tab
Click on the checkbox to unlock
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Sum: Tender
The field for "Tender, budgeted value" for the tender will be the total for all Items occurrence. In this case USD 3,000.
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