How Suppliers Respond to a Detailed Quote using QuoteBuilder

  • Updated

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When Suppliers are responding to a Request or Tender, they have two options for providing their pricing; the Detailed pricing mode or the Summary pricing mode.

To provide this information to a Supplier, please use this link to the same article in the VendorPanel Supplier's Help Centre: https://vendorpanelsuppliers.zendesk.com/hc/en-us/articles/4402688041241-Responding-to-a-Detailed-Quote-using-QuoteBuilder

The Detailed pricing mode allows them to build a detailed quote proving prices line by line, whereas the Summary mode allows them to enter an overall value. You can find an overview of how suppliers use the Summary mode here: How Suppliers Respond to a Request or Tender - Pricing Details.

Please note

The Super Admin or a Panel Administrator may specify that Suppliers must provide their prices using the Detailed pricing mode. If the list is used for the request, Suppliers will only be able to use the Detailed pricing mode.

The above-linked article details each step of how suppliers respond to the request, the instructions below will detail how suppliers can provide a response to a detailed quote once they get to the Pricing Mode step.

  1. On the Pricing Mode step of the Response Wizard, they can select to use the Detailed mode.

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  2. To start detailed pricing mode they can click the Add to quote button.

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  3. They will be presented with a new page with the following fields to complete:

    Product/Service The name of the product or service they are offering.
    Description An optional description of the product/service.
    Is this an ‘Option’ item only Check box that can be checked or unchecked depending on whether their item is an 'option'.
    Single unit price in $AUD

    The price of a single unit in Australian dollars, excluding tax.

    Number of units quoted The number of units quoted.
    Pre-discount total The total value of the product/service prior to applying a discount (this total value is calculated as the unit item price multiplied by the quantity).
    Discount (optional) as % The percentage value of the discount (optional to include).
    Post-discount total The total value of the product/service after applying a discount (this total value is calculated as the pre-discount total subtracted by the discount percentage).
    Tax component The tax value of the service/item (if tax does not apply to their price, they can uncheck the Tax applies to this item check box to EXCLUDE tax for the item).
    Quoted total The quoted total is calculated as they fill in the above fields. It is calculated by subtracting the pre-discount total from the discount percentage value and factoring in the number of units quoted in addition to the taxation values.

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  4. Once they have completed building their item, they can click the Save button to save their item to go back to the list of items. They could also click the Save & add new button to save the above information and start creating a new line item. Or, they can click on the Cancel button to exit Quote Builder and not save what they've entered above.

  5. Once they've finished creating their items, they will be presented with a table summarising their quoted items. Each item will be designated under the Product subheading of the Quoted items table. On the right of each item, they will see values such as the quantity, unit price and tax component. They will also see the following:
    • The acronym RC refers to whether the item has come from a rate card. If the cell is blank, this means that the item did not come from a rate card. If they have a rate card set up on the Supplier list then they can also provide a response using their rate card information.
    • D% refers to whether a discount has been applied to the item. If a green tag is present within the cell, this means that a discount has been applied.

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  6. In addition to the summary provided within the table, they can click on the name of each item to expand the quote details. In this expanded window, they will be given a detailed breakdown of the quoted item. At the bottom of the table, there are four buttons with the option to edit the item, delete the item, add a new item to the quote, or close to collapse the item.

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  7. Once they have reviewed their quoted items, they can designate whether their item prices are estimated or fixed by clicking either one of the option buttons. They can also type out any assumptions or comments they have about the pricing in the text entry box.

  8. Once they've added all prices and completed the quote details, then click on the Save and Continue button to continue with their response.

If they have selected to use the Detailed pricing mode and decide they want to switch to the Summary pricing mode instead, they can use the button in the top right to do so. If they switch to the summary pricing mode then they will lose any progress and items they saved on the detailed pricing mode. They will be given a warning message to confirm they understand this before changing methods.

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