Preparation of supplier recommendation

In order to prepare a supplier's recommendation, go to the Sourcing module, choose specific object and the click on the Supplier recomendation tab.

Then, after clicking on Recommendations Summary, a new window will appear, with a form that consists of summaries of the tab Comparison of offers:

• General;
• Team;
• List of invited suppliers;
• List of suppliers who have submitted bids;
• Selected suppliers.

And from the sections to be completed:

• Summary - text field for adding a summary;
• Savings:
  • Savings type - four options are available:
  
  
  • Start value - value of the first offer;
  • Final value - value of the last offer;
  • Savings value - difference between the initial and final value (field automatically generated by the system);
  • Savings value (%) - percentage difference between the initial and final value (field automatically generated by the system);
  • Savings count type - a field for selecting an algorithm.
• Notes - a text field for adding notes;
• Attachments - possibility to add any files.

After completing the summary, in the Actions section, click Save and then Finish your recommendation.

While the status of the process is Recommendation ready, there is a possibility to make possible changes to the recommendation.

To do this, go to the Recommendation Preview, click on Modify recommendation button and after the changes are made, click Save and then Finish recommendation .

You can also download recommendation form as a PDF. file

Also check: