The ‘Sourcing item tab is used for defining the objects to be procured, i.e. the products and/or services being procured for which you want to ask for a price with an offer.
To add a Sourcing item, click the ‘Add new object’ button.
The ‘Item details’ window is displayed
Item details
Enter
the name of the item
the quantity to be procured
the unit
Define criteria for the object being procured
Adding object criteria
Click the ‘Add a criterion’ button to define criteria related to the sourcing item
Enter the name of the criterion in the text field
Select ‘text’ or ‘yes/no’ as the criterion type
Where applicable, the tenderer can be required to provide an answer in response to certain criteria or the product offered by the tenderer can be required to meet a certain criterion using the ‘mandatory’ and ‘"Yes" is required’ options
Click the cross button to delete a criterion you have created
The order of the criteria can be changed by moving them using the arrow shown to the right of the criteria
When you have entered the desired criteria, click the ‘Save’ button
Where necessary, you may change the criteria saved for the object by clicking the ‘Edit object’ button
To delete the object you entered and the associated criteria, click the ‘Delete item’ button
To enter a new object, click the ‘Add new object’ button
Response evalution criterion
Select which of the two selection criteria you want to use
The cheapest price
Chosen by total price: the supplier/suppliers are selected on the basis of the lowest price.
Highest price
Chosen by total price: the supplier/suppliers are selected on the basis of the highest price.
Economically most advantageous tender, priority
Criteria in order of importance: the supplier/suppliers are selected on the basis of the defined priorities. You can add one or more factors from which the order of priority is formed (Add order information).
Sourcing item details
In the ‘Sourcing item details’ section, you can allow partial tenders and enter additional information related to the procurement object in the text field
Partial responses accepted:
In case partial responses are permitted, the supplier can decide what items are offered. If the partial responses are not permitted, suppliers must offer all the items that have been defined.
