Procurement process.

1. Create Tender Groups

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Main Group

Main group is the overall group for Tender groups. The original Tender Group will automatically becomes a Main group, when you create a new Tender Group under an existing Tender Group. There are no limits to how many levels of Main Groups you can create. See example above.

Tender Groups

Tender Group is a collection of Items, that one or sevarel suppliers will be asked to provide. Items are linked to tender groups (not main groups). If a tender group has sub-groups, the item must be linked to the lowes level of the sub-group.

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• One tender that contain all items

• Several Tenders as a result of differing item or logistical requirements.

• Sub Groups

• Requirement

• Information and Documents can be entered for the Tender Group for use in Tender Reports. This only applies to Users who have write access to Procurement.

Subgroups

Subgroups can be created to provide for further categorization within a Tender group. This enables the definition of more specific or different requirements for Items within a Subgroup. Subgroups can be used to give suppliers an opportunity to give an offer for a group of Items within a Tender.

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Read more about how to Create Tender Groups

2. Create Tender

Tender is a collection of Items, that one or sevarel suppliers will be asked to provide.

Number of Items

Since you can create one or several Tender in the same group, the Tender can contain either:

• All of the Items in the Tender Group

• One or a few of the Items in the Tender Group

Add information

In the Tender you are able to register:

• Dispatches

• Announcements

• Deadlines

• Other data relating to the Tender.

• Additionally at a later stage in the Procurement process the Tender can be evaluated and documented.

Generated Tender Report

The Tender Reports and excel extract can be generated and provided to the supplier to fill out, allowing for easy import offers rather than manual data entry.

Read more about how to Step 2: Create and edit a Tender

3.Distribute Tender

Read more about how to https://drofus.atlassian.net/wiki/pages/createpage.action?spaceKey=LearndRofus&title=Step%203%3A%20Distribute%20Tender

4. Registration of Offers

After you receive offers from one or several suppliers you can import it or registrate it manually.

If you have Provieded the suppliers with a tender Reports and excel extract to fill out, you can easy import the offer. This data forms the basis of the evaluation process.

Read more about how to Step 4: Registration of Offers

5.Evaluate Offers

Read more about how to Step 5: Evaluate Offer

6. Create Agreement

Once a Supplier has been selected you are able to create an Agreement by:

• Register the details and identify the Item quantities/occurrences that form the Agreement.

• Enter new item occurrences, move item occurrences and change the volume.

Read more about how to Step 6: Create Agreement with Supplier

7. Create Orders

Per agreement you are able to create either:

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This is the final stage in the Procurement module and Orders must be ticked as “Locked and ready for delivery” to show in the Delivery module.

Create Additional orders

If additional Products are required at a later point in time that were not covered by the original agreement then an additional order can be created.

Read more about how to Step 7: Create an order

8. Generate Purchase Protocol

dRofus can generate a complete purchase protocol that can includes:

• Tender

• Items in Tehnder

• Evaluation and reason for selection

• Agreement

Read more about how to Step 8: Generate Purchase Protocol