LUPC BravoSolution Handbook Portal Members Session – 15/07/2016

Agenda Vendor Management Ease of using system Suppliers with multiple Users Supplier Hierarchies Supplier registration monitoring Setting up suppliers Supplier Profile Questions - Ease of using system Use of Templates (Quick Quotes, CCS Standard PQQ, Standard Process templates around Evaluation and Pricing) Conditional Sections in ITT’s/PQQ’s

Demonstration

Supplier with Multiple Users Suppliers are able to add multiple users which you can choose who to add to your tenders. From the homepage: From the internal screen: Manage existing contacts and Create New Contacts

Adding multiple users to an ITT In Suppliers page select Edit If the name is in blue, you can select multiple users Choose the correct supplier contacts to be involved in the ITT

Supplier Hierarchies Group Supplier together to allow to search for Suppliers by groups, rather than by individual Supplier and view supplier Hierarchies in the Supplier profile To look into options around Suppliers being in multiple groups and multiple group level options This can be used to try and manage duplicate Suppliers or to group suppliers used regularly for different ITT types / frameworks / categories

Setting up Supplier Groups Within supplier directories select the suppliers you wish to group and Send them to the Supplier Console. It is also possible to send emails to Suppliers from the directory Once the supplier list has moved to the Console you can Export Supplier Hierarchy. Update the spreadsheet as below and import back into the system.

Inviting an Unregistered Supplier to an ITT In Suppliers page select Edit If you cannot find the Supplier you are looking for in the directory. Select ‘…’ and Invite Unregistered Supplier Follow the instructions and the Supplier will be provided with a Username and Password

Adding Supplier Profile Questions to an ITT When creating an ITT or PQQ and creating the Qualification or Technical Envelope, you are able to add eVendor Management Questions to your tendor. eVendor Management Questions allow you to capture information against the Supplier Profile for all tendering suppliers Once a Supplier completes an eVendor management question, when they are asked it again they will not have to complete it again You will then be able to select the question you require from the list available.

If you would like to set up a demo Or If you have any questions about anything in this document please contact BravoSolution on: Bill Bohling b.bohling@bravosolution.com 077 174 3056 OR Contact LUPC Darran Whatley d.whatley@lupc.ac.uk