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Bid
Management |
 |
Bid
Management
is a
package
of
capabilities
designed
to aid
those of
you who
go out
to bid
for your
jobs
and,
once the
bids are
in,
compile
all the
bids of
you subs
and
vendors
into an
estimate.
| The first thing you will have to do is Add a Job. At any time thereafter you can click on the Order Processing button. |
| Once on
the
Order
Processing
screen,
you add
a
Request
for
Quotation,
selecting
the
vendor
and the
job. |
| Your
next
step is
to add a
line
item to
the RFQ.
Click on
the
Add Line
Item
button
and you
are
presented
with 5
choices
of
processes. |
| If you
have
maintained
an
inventory
in the
system,
you can
add a
line
item
that
matches
an
inventory
item
just by
clicking
on
Inventory
and
select
the
item. |
| There
are 2
options
for
entering
ad-hoc
types of
lines.
The
first
has a
product
type and
some
text
while
the
other is
as much
text as
you
might
need. |
|
The
Labor
Item and
Materials
options
operate
the same
way.
They
give you
the
opportunity
to
select a
type
such as
Electrician
or 2 x
4.
|
| You are
then presented
with the
screen
which
offers
only the
items
from the
Working
Cost
Database
that
contain
a
reference
to the
type you
selected
and
allows
you
checking
on as
many
items as
necessary
and
pressing
the Save
button. Let us say we are doing the master RFQ for the Electrical for the Kitchen Remodel. |
| Selecting all the items we need from the Labor Items and/or the Materials, we can build that electrical RFQ. |
| Once you
have
built
the RFQ
for a
specific
type of
vendor
you can
click on
the Save
as
Template
button. |
|
Creating
the same
RFQ for
many
vendors
means
only adding a
new RFQ
document
and
select
the
vendor
and job.
You then
click on
the Add
from
Template
button. |
| Click on
the
template
name and
then
click on
the
Apply to
RFQ
button
and the
items
are
brought
into the
new RFQ. |
| After
all the
RFQ's
are
created
and
mailed
or
emailed
you will
get the
bids
from
your
vendors
and
modify
the
RFQ's. |
| When
that
process
is
finished
or any
time
during
that
process
you can
click on
the Add
from
RFQ's
button. |
| You are
presented
with a
list of
all the
RFQ's
for the
job.
Check
the ones
you
accept
and then
click on
the Add
button
and all
the line
items
from
each RFQ
checked
will be
added to
the
estimate. |
| At any time after creating your first RFQ You will have the opportunity to enter that portion of the system from the Administration, Bid Management option on the main menu. |
|
You will
be
presented
with a
list of
all
RFQ's
(type R)
and
Purchase
Orders
(type P)
and the
job they
are
attached
to.
|
|
Click on he heading to sort by that and double click on the one that you want |
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1816 Rambling
Ridge Lane, Suite 301, Baltimore, MD 21209 - Phone
888-394-0252/410-415-0491, Fax 410-484-0642
Copyright © 2009 Priosoft, All Rights Reserved |
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