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The Central Office panel allows you to send and approve orders from various sites, send approved orders to vendors, and analyze and complete bids. |
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By default, orders are arranged by Vendor > → Requested Receive Date > → Ordered by Site > → Order ID. To change the way the orders are displayed, drag and drop columns from the sorting bar to the header bar and vice versa. |
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- From the Utilities tab, locate and click on Send Approved Orders to Vendor.
- Select an order one or more orders by placing a checkmark in the box and click Edit Order or Print to review the orderthe Order Details and/or Order Tracking Log reports.
- After reviewing the order(s), click Send Selected Order to send a specific order to the vendor or click Send AllAll Selected.
- Review the Order report. Next, select to Print or Export the report. Then, close the report by clicking Report → Close Print Preview or click the red X.
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You must Print or Export the report in order for it to be sent to the correct party.
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Edit
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Order
You may choose to make edits to existing orders before sending them to the vendor.
- Select the order from the list. Then, click Edit Selected Order.
- Make any necessary changes to the order, then save the changes and send the order.
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Mark
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as Unapproved
There may be times you may choose to mark the order as incompletereject an order (vendor minimum not met, duplicate, incomplete, over-ordering). By doing this, the order will be sent back to the Site Manager/Area Supervisor for correction.
- Select the order from the list. Then, click Mark Selected Order Incompleteas Unapproved.
- You must confirm you wish to mark the order as incompleteawaiting approval. Click Yes to continue.
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Select Print. Then, choose Bid Analysis.
Info Running this report will allow you to ensure accuracy prior to starting the analyze bid process.
- Choose to Save, Print, or Export the report. To close the report, select Close Print Preview.
- Select Analyze Bid to open the Bid Analysis wizard and begin the award process.
- Click Next to proceed with the award process.
- Select which considerations to make during the analysis process. Then, click Next.
Review the bid analysis results. Note the way results are reflected differs between Line-Item bids and All or Nothing bids. Then, click Next to continue.
Green Indicates an item meets all requirements and is the best choice to award the bid. White Indicates an item may have met costs; however, it was not awarded the bid. Red Indicates there is an issue with the item rejecting it from the award process. Note You can view the Bid Analysis report by clicking the View Details button.
Info You may click Cancel if you need to make necessary edits, such as entering a missing quote, before completing the award process.
Diamond Distributors or JTM Corporation either not bid on Catalog Number 80023 or the bid was not entered and, therefore, disqualifies them from consideration of the award as the bid is All or Nothing. The bid will be awarded to SYSCO.
Catalog Number 40022 will be awarded to Mayfield. All additional items will be awarded to Fresh Point. Mayfield did not bid on Catalog Number 40010 or the amount was not entered; therefore, the vendor is excluded from consideration for that item.
- Click Finish to complete the bid process and award the price contracts.
Select Print. Then, select Bid Analysis to print a copy of the final report. You may provide wish to provide a copy to the vendor as well as your personal records.
Note Once the bid process is complete, the Status changes from Open to Awarded.
- Choose to Save, Print, or Export the report. To close the report, select Close Print Preview.