eni e-business Services Standalone e-bidding

Transcription

1 eni e-business Services Standalone e-bidding Bidder Manual

2 Dear User, the following handbook shows you how to utilize the e-bidding Service logging in as a Bidder. We suggest you to spend some time reading the following pages, for a better and simpler use of the Service. 2

3 Index e-bidding Workflow 4 Rules and Regulations on-line acceptance. 5 Search Bids... 6 Bid Process Start... 8 View Bid General Data 9 Economic Bid Submit Data Check.. 14 Save and Send Bid View Bid status. 16 Exit e-procurement Service Useful Information Copyrights & Trademarks. 19 3

4 e-bidding Workflow Buyer Bidder 1 e-bidding Creation SRM 3 Receiptofthe E-Bid invitation SRM 4 2 e-bidding Publication SRM Access to the e-bid and download of the attachments (tech./econom.) SRM 5 Bid preparation 14 SRM Bids opening 15 Best offer acceptance SRM 8 Sending of the Bid 6 Upload of documentation for economical bid SRM SRM 4

5 Rules and Regulations on-line acceptance To participate to a bid it is necessary to select Process Bid from the Bid Invitation menu on the upper-left side of the screen. After having clicked on Process Bid the Rules and Regulations form will appear. This has to be accepted in order to continue. To accept the Rules and Regulations : Tick off Accept Select Accept 5

6 Search Bids After having accepted the Rules and Regulations, a search engine will be displayed. In order to find the Bid you are invited to: 1. Push the button Start to launch the research 2. (optional) Set search criteria: Doc.number: the Bid number Name: the Bid name, defined by the Buyer Status: the Bid status (e.g. Current, Held, Submitted) Processed by me: period of research (e.g. Today, Last 30 days) The Extended Search enables to insert further criteria: Item Category: Bid for a specific product category Sub. Deadline: date on which the Bid will expire 6

7 Search Bids After having launched the research, a list of Bids corresponding to the search criteria chosen will be displayed. The Bidder can now: View Bid data: select bid number Create an offer: Select: View data of a previously created Bid. Select: Modify data of a Held (saved but not sent) Bid or Returned Bid (the one which has been returned by the buyer). Click on: 7

8 Bid Process Start Once the Bid is selected, click on Create button to start the Bid creation process. 8

9 View Bid General Data: Basic Data The folder General Data contains: Basic Data, which specify: Bid Submission Deadline: indicates the time (day, hour) by which the offer invitation expires. Note: the application will not accept any bid attempt over that time! Bid Status: indicates the status of your offer (saved/submitted/returned..) Total Value: if saved or submitted, represents the total updated amount of your offer Bit tech. deadline: indicates the time by which the technical allignment and evaluation will be executed 9

10 View Bid General Data: Information from Purchaser The folder General Data contains: Information from Purchaser, which groups: Texts: this folder shows information manually inserted by the buyer; normally it s the same text written in the Bid invitation , which corresponds to a short description of the content of the bid Attachments: eventually presents further documents inserted by the Buyer; click on the name of the file in order to download and view the document 10

11 Economic Bid Submit: Notes and Attachments Under the folder General Data select: My Notes, which contains: Texts: if you would like to insert some information eventually useful for the Buyer, just type the text into the box and click on Copy Text to save it Attachments: Click on the button Browse in order to attach a document; then select the file to be uploaded and finally click on Add Note: you can add files only one by one. Ifyouwouldliketodeletea file previously attached, click on the button: 11

12 Economic Bid Submit: Items list and details Selecting the folder Item Data you will find the items list requested to be quoted. Inserting a flag on Display Documents, the symbol will appear under the coloumn Documents of the items containing any related attachment. Click on the same icon in order to see it in detail. Click on a single item number or on the icon: in order to look at the item details. Then press on the button Back to Item Overview in order to go back to the item overview folder. 12

13 Economic Bid Submit: Inserting Quotation Insert under the field Price your quotation for every item. The Buyer could allow you to add new items: in that case a special button will appear under the items list, called Add Items. Clicking on that button you can add new item lines, filling the mandatory requested fields. Clicking on Refresh the system will calculate the total amount of your bid, that will be showed up back in the folder General Data next to the corresponding label, named: Total Value (Net). 13

14 Data Check Click on the button Check in order to check the correctness of the inserted data. The system will show you the list containing any error, missing information or mistake made during the previous actions. 14

15 Save and Send Bid After the checking, if no error message appeared, you can click on: Hold: in order to save the changes and leave your bid in a draft status. It will be possible to make changes lately. Submit: in order to send the offer to the Buyer. After having clicked on that button, a new pop up window will show up asking to confirm the bid submission. Please note that after the confirmation It will not be possible to modify the Bid any more (except in the event of a bid return made by the Buyer). Please wait for the successful bid submission message. 15

16 View Bid Status Bidder can see the status of the Tenders which he is invited to, looking at the column Bid Status of the main Bid searching folder: 16

17 Exit e-procurement Service To Exit the e-bidding Service it is necessary and mandatory to: Click on the Logoff button DO NOT click on the button of your browser!! 17

18 Useful Information For information and support please contact the e-procurement Service Contact Center, available both via or phone. Please find our support Contact Center references and working times on the e- Procurement portal. 18

19 Copyrights and Trademarks The information herein contained are only for personal and non-commercial use. For any info about the Copyrights and Trademarks please make reference to the e-procurement portal. 19