SELECTT User Guide. Date 18 July Version Document Status. Fifth Release. Author. David Quick IT Application Developer, IT Development

Transcription

1 SELECTT User Guide Date 18 July 2011 Versin Dcument Status Authr Fifth Release David Quick IT Applicatin Develper, IT Develpment Page 1 f 32

2 Cntents 1 Overview Technlgy Used Minimum System Requirements Obtaining and Installing SELECTT Username and Passwrd Dwnlad Link Installing Uninstalling Obtaining Supprt Using SELECTT Opening SELECTT and Lgging On Exiting the Applicatin Initial Screen and Menus The Menus The Buttns General Cnventins Additinal Infrmatin Mandatry Fields Invalid Entries Prmpts Drp Dwns Suggested Best Practices Opening a BRAVO Price Submissin Optins Tender Details Opened Suggested Offer Flw Prcess Saving a Price Submissin Menus Offer Wizard Making yur Offer Suggested Prcess Flw t cmplete yur tender Stage 1 - My Cntacts Stage 2 - Terms Starting r Cntinuing the Offer Prcess Stage 3 - NHS CMU Prduct Selectin Stage 4 - Yur Prduct Stage 5 - Offer Prices, Vlume Price Breaks and Terms Page 2 f 32

3 4.1.7 Stage 6 - Manufacturing Lead Times Stage 7 - Offer Summary Stage 8 - Make anther ffer Stage 9 - Finish Viewing Yur Offers Submitting Yur Offer Back t NHS CMU Exprting yur Price Submissin frm SELECTT Page 3 f 32

4 1 Overview SELECTT is NHS CMU's Supplier ELECtrnic Tender Tl enabling Pharmaceutical Suppliers t make price submissins ( ffers ) against NHS CMU Pharmacy Tenders. SELECTT is a Micrsft Windws applicatin that is installed lcally nt yur cmputer via a secure web link. An Internet cnnectin is required t install the applicatin and then every time yu use it. Because f SELECTT's Internet capability NHS CMU is able t prvide updates as and when required. 1.1 Technlgy Used SELECTT uses prprietary Micrsft technlgy called ClickOnce that addresses the fllwing bjectives: Ability t run applicatin ffline Rich end user experience Strnger security Increased perfrmance and scalability Self Updating Self Cntained ClickOnce applicatins are easily deplyed and managed (much like a web applicatin) but have the rich respnsive user interface users expect frm Windws desktp applicatins. 1.2 Minimum System Requirements T install SELECTT yu need the fllwing prerequisites: Micrsft.Net Framewrk Versin 2 Service Pack 1 r Versin 3 Versin 2 Service Pack 1 (dwnlad) Supprted Operating Systems using.net 2 SP 1: Windws 2000 Service Pack 4; Windws Server 2003; Windws XP Service Pack 2 Required Sftware: Windws Installer 3.0 (except fr Windws 98/ME, which require Windws Installer 2.0 r later). Windws Installer 3.1 r later is recmmended. Disk Space Requirements: 280 MB (x86), 610 MB (x64) Versin 3 / 3.5 (dwnlad) Supprted Operating Systems using.net 3/3.5: Windws Server 2003 Service Pack 1; Windws Vista; Windws XP Service Pack 2 Disk Space Requirements: Up t 500 MB f available space may be required Active Internet cnnectin The applicatin install has been tested against: Micrsft Internet Explrer 7, Firefx 2 and Firefx 3. While yu can use Firefx t install SELECTT yu will need t install an additinal add-n that allws the Micrsft ClickOnce technlgy t wrk: Firefx 2 with the fllwing add-n FFClickOnce 0.8 Firefx 3 with the fllwing add-n ClickOnce fr Firefx 0.9c Hwever if yu have installed.net 3.5 SP1 then this will autmatically enable ClickOnce within Firefx. Page 4 f 32

5 2 Obtaining and Installing SELECTT 2.1 Username and Passwrd Befre yu can use SELECTT yu must first btain a username and passwrd frm NHS CMU. Please request this via ur dedicated SELECTT Supprt address SELECTT@cmu.nhs.uk 2.2 Dwnlad Link SELECTT can be dwnladed frm Installing When yu click n the install link the fllwing tw screens appear cnsecutively: On the secnd screen yu can see that yu can nw install the SELECTT applicatin. Yu will als ntice that the Publisher is NHS Cmmercial Medicines Unit verifying that the applicatin yu are abut t install is indeed frm NHS CMU. Click the Install buttn t begin installatin. If the details are nt SELECTT and NHS Cmmercial Medicines Unit please d nt install the applicatin by clicking n the Dn t Install buttn. Please cntact CMU via the SELECTT address. Upn successfully installing SELECTT yu will find yu have a new Prgram Grup in yur Windws Start Menu named NHS CMU. This will cntain tw links: t run the SELECTT applicatin a web link t the SELECTT nline supprt web page Page 5 f 32

6 2.4 Uninstalling As with cnventinal applicatins SELECTT can be uninstalled frm yur cmputer using the Add/Remve Prgrams icn in the Cntrl Panel. 2.5 Obtaining Supprt Please use ur dedicated address Page 6 f 32

7 3 Using SELECTT 3.1 Opening SELECTT and Lgging On Yu have nw successfully dwnladed SELECTT t yur lcal cmputer. T run the applicatin navigate t yur Windws Start menu -> All Prgrams-> NHS CMU -> SELECTT. As SELECTT is a ClickOnce Applicatin it always checks t ensure that the latest versin is installed. If a new versin is available yu must install it as shwn belw. Yu d have the ptin t install it at a later date but yu will be unable t use SELECTT again until the latest versin is installed. Lgging int SELECTT requires yu t have an active Internet cnnectin. This is s yur lgn credentials can be validated. If yur credentials are invalid yu will nt be able t lgn. The lgn screen requires yu t enter the Username and Passwrd. These are case sensitive s please enter them carefully befre clicking the Lgn buttn. T prvide an extra layer f security yur Passwrd will be masked with asterixes. If yur lgn credentials are invalid yu will shwn an apprpriate message. (Fr security we will nt tell yu which part f yur credentials were invalid.) If yu are unable t lgn please cntact NHS CMU fr supprt. This can be dne by clicking n the Lgn Help / Frgtten passwrd link at the bttm f the lgn screen which will create a new t SELECTT supprt SELECTT@cmu.nhs.uk. During the lgn prcess yu will be shwn feedback n the current actin being perfrmed. If yur lgn is successful yu will be shwn the main SELECTT Windw. 3.2 Exiting the Applicatin T exit SELECTT navigate t File -> Exit Page 7 f 32

8 3.3 Initial Screen and Menus Fllwing a successful lgn the main SELECTT Windw will be shwn. This will have the lk and feel f a standard Windws applicatin. Yu will ntice that yur Supplier Name is displayed at the tp left hand side f the Menu bar (here Quick Medicines is shwn). Belw this are a series f Menus and Icns that will allw access t the varius parts f SELECTT. Until yu have laded a Tender/Price Submissin sme f these will be greyed ut. These are nly relevant nce yu have pened a file and will nt be activated until then The Menus File Menu The File menu is used t Open, Clse and Exprt yur Price Submissin. Yu can als Exit SELECTT. Once yu have pened a file, it is then available via the Recent Price Submissins menu Edit Menu The Edit menu is used t prvide cmmn shrtcuts fr Cut, Cpy, Paste and Select All. Yu can use the standard shrtcut keys, as shwn, within textbxes My Cntacts Menu The My Cntacts menu prvides a way f accessing the cntacts that can be assigned t, r used in, the currently pened Price Submissin. Yu have the ptin t Add, Edit and Delete a cntact. This will be cvered in My Cntacts Page 8 f 32

9 Terms Menu The Terms menu prvides access t any Terms yu have created. Yu have the ptin t Add, Edit and Delete. This will be cvered in Terms Price Submissin Menu The Price Submissin menu allws yu t start / cntinue yur ffer prcess. SELECTT will establish which menu t shw depending n the state f the currently pened Price Submissin. This will be cvered in Making yur Offer My Offers Menu This menu is nly enabled if yu have started at least ne ffer. Unlike the ther menus it has n drpdwns. Instead, as sn as yu click n it a screen is shwn with all yur current ffers. This will be cvered in My Offers Help Menu The Abut menu item prvides infrmatin abut SELECTT. The Terms And Cnditins ptin shws SELECTT s Terms and Cnditins. Abut Tender displays the NHS CMU Tender Header infrmatin fr the currently pened Price Submissin. Online User Guide pens the SELECTT webpage, where yu can view the user guide Abut This prvides basic details abut SELECTT, including the current versin. There is als a link t the SELECTT webpage and an ptin t create an t NHS CMU by clicking n the Supprt link. Page 9 f 32

10 Abut Tender This prvides an verview f the Tender fr which the currently pened Price Submissin is fr. It includes the Tender header infrmatin (Cde, Descriptin), Start Date and End Dates f the framewrk, CMU Cntact Details, the Lts and Buying Grups in the Tender and any Award Criteria The Buttns In additin t the menus, there is als a series f shrtcut icns (buttns) that can be used fr cmmn tasks Open This is used t pen a Price Submissin file Save This is used t save yur Price Submissin. Please nte that when yu are in midway thrugh the ffer wizard, the save buttn is disabled. Instead, yu must use the Save and Cntinue buttn t save yur Price Submissin My Offers This buttn is nly enabled if yu have made at least ne ffer. When yu click n it a list f yur existing ffers is shwn. This will be discussed in My Offers Exprt Once yu have a fully cmpleted Price Submissin/Offer this buttn can be used t exprt yur data. This will be cvered in Exprting yur Price Submissin frm SELECTT Start / Cntinue Offer Prcess. This allws yu t Start r Cntinue the Offer Prcess. SELECTT will establish which buttn t shw depending n the state f the currently pened Price Submissin. This will be discussed in Making yur Offer Page 10 f 32

11 3.4 General Cnventins SELECTT has been designed t fllw standards fr Windws applicatins and will therefre take n any clurs/appearance styles yu have used fr yur Windws envirnment. Nte that the fnt used by SELECTT will remain cnsistent regardless f yur Windws settings Additinal Infrmatin On certain screens there may be additinal infrmatin available. Such infrmatin can be accessed via any f the icns by hvering yur muse ver it. A small ppup (tltip) will be displayed with additinal infrmatin, as in this example: Mandatry Fields Fr screens that have mandatry fields that need t be prvided these will be highlighted in bld n the screen. In the example belw, the First Name, Last Name and Phne Number r Fax Number are shwn in bld indicating that they are mandatry fields. In this case yu will be unable t Update the recrd until there are entries in each f these fields Invalid Entries T maintain cnsistency, and t prevent incmplete Price Submissins being returned t NHS CMU, SELECTT will ensure that entries yu d make are valid and in the crrect frmat. When entries are invalid, missing r in the incrrect frmat, SELECTT will highlight these t yu as belw Errr Icn If yu try t save and cntinue when yu haven t entered required infrmatin, a small flashing icn will be displayed against each missing field. Yu can hver ver this icn with yur muse t get additinal infrmatin, as in the example belw, which will explain what is required t cmplete this field crrectly: Page 11 f 32

12 Red Brder Depending n the screen yu are n, an invalid entry may be highlighted with a red brder, as in the example belw Prmpts There are many actins that can be perfrmed within SELECTT. Many f these culd have a big impact n yur Offer. Whenever a critical actin is perfrmed SELECTT will display a prmpt asking if yu are really sure yu want t prceed. This shuld stp accidents such as deleting the wrng cntact, the wrng ffer etc. Yu shuld still, hwever, be vigilant with all actins perfrmed Drp Dwns There are several places within SELECTT that ffer a chice t be made via a drpdwn menu. In such places, where a chice has nt already been made, the default entry will be shwn as: 3.5 Suggested Best Practices As yu are likely t make making many Price Submissins t NHS CMU we wuld recmmend yu keep all yur Price Submissins in ne place, such as making a My NHS CMU Price Submissins flder in yu re My Dcuments flder. Within this yu culd then create a sub-flder fr each NHS CMU Tender using the relevant Tender Cde. Here is an example: Create ne flder fr each NHS CMU Tender yu are interested in. Create this flder within a NHS CMU Price Submissins flder within yur My Dcuments flder. Keep the default filename fr the Tender file dwnladed frm BRAVO. When yu exprt yur Price Submissin, save it back t the flder with the same Tender Cde. Under n circumstances shuld yu change the file extensins f Price Submissin files (*.xml) r Price Submissin Exprt files (*.cmu). If these are changed yu will nt be able t use them with SELECTT. Page 12 f 32

13 3.6 Opening a BRAVO Price Submissin Optins There are 3 ways t pen a Price Submissin: <- via the Open tlstrip buttn <- via the File Open menu These first tw methds will display a new windw where yu can select the lcatin f the Price Submissin yu wuld like t pen as shwn: Please nte that nly files with a file extensin f *.xml will be listed. This screen will allw yu t brwse t yur lcal file. Once a Price Submissin file has been selected please click the Open Price Submissin File buttn. The third methd will attempt t repen a previusly pened Price Submissin file. <- via the File Recent menu Page 13 f 32

14 3.6.2 Tender Details Once a Price Submissin file has been selected yu will be presented with a preview screen summarising Tender infrmatin. This allws yu t verify that yu are pening the crrect file. There is the ptin t cntinue pening the submissin file ( Yes ) r nt ( N ) Opened Once a Price Submissin file has been pened the SELECTT windw will be shwn again but this time with any previusly disabled menus nw enabled Suggested Offer Flw Prcess Making a Price Submissin against a NHS CMU Tender can be cmplicated. Fr this reasn we suggest yu use the fllwing systematic apprach: Stages 1. Cntacts. We wuld suggest entering yur cntacts first. Currently tw cntacts can be used within a Price Submissin: Page 14 f 32

15 the Tender cntact the Order cntact fr all Terms that use a Direct distributin rute If yu dn t specify these first SELECTT will prmpt yu when it needs them. 2. Terms. It is then best t enter all yur Terms. Because sme Terms require cntact infrmatin, such as thse using a Direct distributin rute, yu can easily select frm thse cntacts yu have already entered. Yu can nw begin the Price Submissin Wizard. The wizard will nly let yu enter yur ffer in the crrect sequence, s yu dn t have t wrry abut missing smething ut. Because sme Tenders require specific infrmatin, such as Vlume Price Breaks r Manufacturing Lead Times, SELECTT will nly shw thse screens r elements when they are required as part f yur tender submissin. 3. Prduct Selectin. Nw g thrugh and select all the prducts yu wuld like t make an ffer against. 4. Yur Prduct Details. Nw click n each prduct yu have selected t begin making yur ffer. First yu need t enter yur prducts details. 5. Offer Prices, Vlume Price Breaks & Term Assignment. Nw enter yur ffer prices, vlume price breaks if applicable, and Terms fr yur prduct. 6. Manufacturing Lead Times. If applicable, enter yur manufacturing lead times. This is yur delivery lead time based n the date the rder was raised by a Trust. 7. Offer Summary. Review yur prduct ffer 8. When yu get t the end f an ffer, yu have the ptin t make anther ffer, r Exprt. 9. Finish 3.7 Saving a Price Submissin When yu use SELECTT yu interact with it in ne f tw ways either via the Menus r by using the Offer Wizard Menus Yu can Add / Edit / Delete bth Terms and Cntacts via the apprpriate menu. Whenever yu make a change SELECTT keeps track f it. When yu clse r exit SELECTT if any changes were made yu will be asked if yu want t save these changes: If yu d nt chse Yes any changes made via the menus will be lst Offer Wizard The main screens within SELECTT are used via the Start/Cntinue Price Submissin ptins. As sn as yu select this ptin, a wizard style interface is pened, starting with stage 1 and allwing yu t cntinue until yu have made a cmplete ffer against a prduct. These screens all share a cmmn fter cntaining buttns t navigate back and frth between these stages. These are shwn belw: Once in the Wizard, yur changes are autmatically saved when yu click the Save & Cntinue buttn (r the Finish buttn if available). If the Previus buttn is available, and yu click it, yu will lse any changes made in the current stage. Yu als have the ptin Cancel at any pint f the Wizard. If yu click this buttn yu will lse all changes made whilst in the wizard, nt just the current stage. If yu click the Previus r Cancel buttns yu will receive a prmpt indicating that any changes made will be lst, giving yu the ptin t cntinue r nt: Page 15 f 32

16 The Finish buttn is nly available n the first and last stages f making yur ffer. Clicking n it will take yu t the exprt stage, cvered in the sectin Exprting yur Price Submissin frm SELECTT. Page 16 f 32

17 4 Making yur Offer 4.1 Suggested Prcess Flw t cmplete yur tender Stage 1 - My Cntacts Tender Cntact As part f yur ffer yu must specify a cntact fr this Tender. This will be the details f the persn NHS CMU shuld cntact if they have any queries with yur Price Submissin. Yu are nly allwed t allcate ne Tender Cntact per tender Order Cntact An Order Cntact is required fr any Term that uses a distributin rute f Direct. If yu have mre than ne direct Term then the same cntact will be used fr all Managing T manage yur cntacts yu can use the My Cntacts menu. This gives yu ptins t Add, Edit and Delete a cntact Add Yu can currently enter up t tw cntacts against a single Price Submissin file a Tender cntact and an Order cntact. Click n the Add menu item. The fllwing screen is shwn: Enter the details f the cntact, and then check whether r nt they are the Tender Cntact, Order Cntact (r bth!). If yu d nt specify this nw then SELECTT will prmpt yu later when cntacts are required. If yu have already entered 2 cntacts yu will nt be able t add anther ne. The fllwing screen will be shwn: Edit T edit an existing cntact, click n the Edit menu item. The fllwing screen is shwn where yu can select via the drpdwn the cntact yu wuld like t edit: Page 17 f 32

18 Select the cntact yu want t make frm the drp dwn, and click the Edit buttn. The fllwing screen displays: Make the necessary amendments the click Update. T cancel ut f the windw r disregard yur changes click Cancel. Please nte yu can nly assign the current cntact as the Tender r Order Cntact if they are nt already thse. If yu d this and they are assigned t anther cntact, yu will get a prmpt as belw: Delete If yu wuld like t delete a cntact, chse the Delete menu item. The fllwing screen is shwn where yu can select via the drpdwn the cntact yu wuld like t delete. Once a Cntact has been selected, their details are displayed. If the cntact is assigned as the Order Cntact yu will nt be able t delete it until yu have assigned anther cntact as the Order Cntact, as in the fllwing screen: Page 18 f 32

19 If yu are able t delete the cntact, yu will get a prmpt t ensure yu want t prceed Stage 2 - Terms Every ffer price yu enter must have an assciated set f Terms. These let NHS CMU knw the terms upn which yur ffer is made. Yu can assign up t 7 Terms per Tender with varying Term Types. Nte that a Stres Term Type will always be yur Term 7 and yu can nly have ne f these per Tender Managing T manage yur Terms yu can use the Terms menu. This gives yu ptins t Add, Edit and Delete a Term Add Yu can currently enter up t 7 Terms against a single Price Submissin file. Click n the Add menu item. The fllwing screen is shwn: If yu have already added 6 Terms, yur seventh can nly be a Stres Term Type, which is enfrced. If yu have already added 7 Terms yu will nt be able t add anther ne, as in the fllwing screensht: Page 19 f 32

20 Fields Term Type* This is the distributin rute fr the Term. Because yu can nly have ne Stres Term if this has already been setup it will nt appear as an entry. Once yu have selected a Type frm the drp dwn, additinal fields may becme visible t the right. These are: Term Number Lead Time* Order Cntact* If the Term Type uses a distributin rute f Direct, yu will need t enter yur Order Cntact. Distributrs* If the Term Types use a distributin rute f Distributr, yu will need t enter the distributrs that can be used, up t a maximum f 6. This is the number fr the Term and is autmatically generated using the next lwest number available. This is yur lead time t fulfil a request t supply a prduct. Min. Order Value This is yur minimum rder value t supply a prduct(s) Delivery Charges E Ordering* E Invicing* Charge The delivery charge if applicable Ntes Any ntes regarding the delivery charge Whether r nt yu can accept electrnic rders Whether r nt yu are able t generate electrnic invices Additinal Infrmatin Any additinal infrmatin yu wuld like t enter, up t 300 characters. * : Dentes a mandatry field. Order Cntact and Distributrs nly mandatry if the relevant Term Type is selected Edit T edit an existing Term, click n the Edit menu item. The fllwing screen is shwn where yu can select via the drpdwn the Term yu wuld like t edit. Once the Term has been selected its details are shwn. Page 20 f 32

21 Nw click the Edit buttn. If the selected Term has been used as part f an existing ffer, yu will be shwn a prmpt asking fr cnfirmatin that yu want t edit this Term: If yu cntinue, r the screen is nt shwn, yu will then see the main editing screen: Make yur amendments and then click the Update buttn Delete If yu wuld like t delete a Term, chse the Delete menu item. The fllwing screen is shwn where yu can select via the drpdwn the Term yu wuld like t delete: Once the Term has been selected, its details are shwn. If the Term has nt been used as part f an existing ffer yu will get a cnfirmatin prmpt. If the Term has been used against an existing ffer, yu will be given a warning that yu cannt delete a Term that frms part f an ffer, as belw: Page 21 f 32

22 Term Types Whenever yu chse a Term Type f Stre it will default t Term Number 7. This is by design and cannt be changed. As yu can nly have a single Stre Term per Price Submissin nce yu have added ne yu it will n lnger appear fr selectin in the Term Type drpdwn Starting r Cntinuing the Offer Prcess Nw that yu have setup yur Cntacts and Terms, yu can nw begin making yur ffers. Yu can d this by using the Price Submissin menu, r the Start / Cntinue buttn Stage 3 - NHS CMU Prduct Selectin The stage begins the ffer wizard. Yu begin by selecting the prducts yu are interested in making an ffer against. There are several ways yu can select prducts t help make the selectin as easy as pssible Filtered Searching Because the number f NHS CMU Prducts being tendered may be large, SELECTT has a simple and quick way f filtering the prducts s they are mre manageable. Yu can either shwing Prducts starting with a certain letter, r find them by using a freetext search Prduct Letter As sn as yu enter this screen a listing f letters is displayed shwing the first letter f all prducts within the tender. By clicking n the apprpriate letter yu can filter the prduct drpdwn t nly shw prducts starting with this letter that are nt currently selected. As sn as yu click n a letter it is marked with an underscre, and yu will be shwn a prmpt indicating if any prducts were fund that have nt already been added t yur basket. The fllwing screenshts shw where the letter B has been selected Freetext Search Yu can enter any freetext yu like and it will be lked fr in the Prduct name when yu click Find Adding all Filtered Prducts If yu wuld like t add all the Prducts fund using ne f the filters, click the Add all Filtered Prducts t Basket buttn. Nte this buttn is nly enabled if yu have clicked n a Prduct letter r searched using the free text ptin, and then nly if filtered prducts were fund that are nt already in yur basket. Page 22 f 32

23 Unfiltered Searching If yu wuld like t shw all prducts nt currently selected, click the Shw All buttn and all Prducts nt currently selected will be shwn in the prducts drpdwn. Alternatively if yu wuld like t add all prducts nt selected click the Add all Prducts t Basket buttn Prduct Drpdwn All Prducts that match the current search criteria (filtered r unfiltered) which have nt already been added t yur basket are shwn in the prduct drpdwn. Frm this drpdwn yu can select any single Prduct and use the Add t Basket buttn t add it t yur basket Cherry Picking If yu wuld like t add a number f prducts at nce yu can cherry pick thse yu are interested in by clicking the Cherry Pick Prducts buttn. This pens a new screen shwing all the Prducts that were in the prduct drpdwn. Click the checkbx in the last clumn fr each Prduct yu are interested in, as in the screensht: Once yu have selected all the Prducts yu want t cherry pick, click Add t basket Prduct Basket At the bttm f this screen is a list f all the Prducts yu have currently selected, which is knwn as yur Prduct Basket. Fr each selected Prduct yu can see its Status, view its Offer Summary, and directly jump t its ffer Jump t Yur Prduct If yu wuld like t quickly jump t a particular Prduct s ffer, click the Prduct name. This will take yu t the Prduct entry screen, cvered in the sectin Yur Prduct View Summary Fr all Prducts in yur Basket that have an ffer against them, an icn will appear in the Summary clumn. Clicking n this icn will shw a screen detailing the ffer details entered. This is cvered is the sectin Viewing Yur Offers Srting Yu can srt yur Basket by clicking n ne f the fllwing clumn headings. Status Prduct Pack Size Page 23 f 32

24 As yu d yur Basket is srted by that clumn, the srt directin being indicated by a small up r dwn arrw at the right hand side f the clumn heading. In the fllwing screensht the Prduct clumn has been srted in ascending rder: Offer Status The first clumn f yur basket shws the current status f yur ffer fr each prduct. It is clur cded as fllws: Green Amber Red Has fully cmpleted ffer Has partially cmpleted ffer N ffer made Fr a reminder f these hver yur muse ver the clured icn fr a helpful tltip Remving a Single Prduct Offer T remve a single Prduct ffer frm yur basket, click n the Remve icn in the right hand clumn. Yu will be prmpted fr cnfirmatin befre the delete ccurs. By cnfirming the deletin, yur ffer fr that prduct will be permanently deleted, s prceed with cautin Remving all Prducts Withut an Offer If yu wuld like t remve all Prducts frm yur basket that d nt currently have an ffer, click n the Remve Prducts withut an ffer buttn at the bttm f yur basket General If yu add all the available Prducts t yur basket all the searching and adding cntrls will becme disabled. They will nly be enabled again nce yu have remved a prduct frm yur basket. Once yu have selected all the Prducts yu are interested in please click Save & Cntinue buttn t be taken t the next stage, Yur Prduct. When yu click this buttn yur Price Submissin will be autmatically saved fr yu, and yu will n lnger be able t manually save Stage 4 - Yur Prduct This stage is where yu enter the details f yur actual prduct ffer fr the currently selected NHS CMU Prduct (fr example yu may be ffering a different pack size t that requested). Yu can arrive at this screen by ne f tw ways: by clicking save & cntinue frm the prduct selectin stage by clicking n a prduct Name frm the prduct selectin stage If yu have arrived by clicking a prduct name in yur basket, the fields n the screen are autmatically enabled and yu can begin entering yur prduct details. Otherwise yu must select the prduct yu are interested in via the prduct drpdwn at the tp f the screen. The prduct yu clicked n will be displayed at the tp f the screen. Page 24 f 32

25 Prduct Drpdwn If yu have nt clicked n a prduct name t arrive at this screen, yu can select the prduct yu are interested in making an ffer n via the prduct drpdwn at the tp f the page. All the prducts frm yur prduct basket will be listed, tgether with an indicatin f each prducts ffer status. The prducts are srted alphabetically by name. As sn as yu click n an item in the drpdwn, any currently entered prduct details are reset. If the selected prduct has an existing ffer its details are autmatically entered fr yu Usage Once a prduct has been selected, its estimated usage is displayed. This shws the breakdwn fr each Buying Grup in each Lt. Fields GTIN* Brand Name This is the Glbal Trade Identificatin Number (frmer EAN cde) f yur prduct. This cnsists f 13 r 14 digits and will be validated befre yu can cntinue t the next stage. Nte this validatin nly ensures the GTIN has been entered in the crrect frmat nt that it is the crrect cde fr yur prduct. This is the brand name f yur prduct if ne is available. Licensing Infrmatin* Licence infrmatin will either be the licence number fr yur prduct, r if this has nt been received yet, the date n which yu expect t receive yur licence. If yu enter a date, it cannt be less than the current date. CE marks can als be added. Requested Pack Size This is the pack size being tendered and the usage quted will be relevant t this pack size. This des nt restrict yu frm ffering a different pack size (next). Offered Pack Size* List Price* Remarks This is the pack size that yu are ffering. If yu have chsen t ffer a different pack size please remember that all yur prices, list and ffer prices, shuld relate t the pack size yu have actually ffered This is yur prduct s list price. If yu wuld like t add any additinal infrmatin abut yur prduct yu can enter it here, up t 30 characters. Prducts Registered n PharmaQC* Page 25 f 32

26 Indicates if yur prducts have been registered n PharmaQC. Images Upladed t PharmaQC* * : Dentes a mandatry field General Indicates if yur prduct s images have been upladed t PharmaQC. Nte if yu chse Yes then yur prduct must als be registered n PharmaQC. Once yu are happy with yur prduct s details, click Save & Cntinue t save yur Price Submissin and g t the next stage Stage 5 - Offer Prices, Vlume Price Breaks and Terms This screen is where yu enter yur actual ffer prices, vlume price breaks*, discunts* and Terms fr supplying yur prduct t NHS CMU. At the tp f the screen yur prduct name and pack size is shwn alng with its list price. * : nly available n certain Tenders. Belw this are all the Lts fr which the NHS CMU Prduct is used in, tgether with the number f buying grups they cntain, as in the fllwing screensht: The ttal usage f the selected NHS CMU Prduct is als shwn, and yu can get a breakdwn fr each Buying Grup by hvering ver the help icn Fields Each field is specific t ne ffer rw, f which yu can have a maximum f 7 per prduct, and cntains: Minimum Order Quantity This is the minimum rder quantity that each trust wuld need t purchase in rder t achieve this price Vlume Price Break Sme Tenders give yu the pprtunity f specifying a Minimum Order Quantity (MOQ) fr a Buying Grup r Trust in additin t the standard Per Order by Trust. In this scenari, yu can add a further 6 ffer rws per prduct as required. Please nte yu can t have mre than 6 ffer rws with a vlume price break f per year by Buying Grup r per year by Trust. If vlume price breaks are applicable fr the current Tender, yu will be given a drpdwn frm which yu can select the apprpriate vlume price break, as in the fllwing screensht: per rder by trust per year by buying grup Page 26 f 32

27 per year by trust If vlume price breaks are nt applicable, the drpdwn and heading will nt be visible Offer Prices Yu enter yur ffer prices against the number f buying grups within a Lt that yu are interested in supplying. In the screensht abve, an ffer price f has been given t supply 1 Buying Grup in the Lt, whilst anther ffer price f has been given t supply 2 Buying Grups in the Lt. Yu must enter at least ne ffer price, but yu can enter as many ffer prices per rw as there are Buying Grups in each Lt. The ffer price must be less than r equal t yur prduct s list price Discunts A Supplier Discunt is an additinal discunt that yu are willing t apply t all ffer prices fr the current MOQ rw, shuld yu be awarded a certain percentage f the Buying Grups available (currently threshld set t 50% and 66%). Yu are nly able t enter a discunt if yu have entered ffer prices against these required percentages. A discunt must be between 0% and 100%. Supplier Discunts are nly applicable n certain Tenders, therefre they will nly be shwn when apprpriate. When they are shwn they will appear at the end f each ffer rw, as in the fllwing screensht: Terms Each ffer rw must specify the Terms that are applicable fr the ffers n the current rw. Yu have the chice f using the same Term fr all Buying Grups that yur ffer prices cver, r yu can specify a Term against each Buying Grup. Terms can be selected via the Term ptins at the end f the rw, as in the fllwing screensht: Using the Same Term T use the same Term fr all Buying Grups select the required Term frm the drpdwn. If yu have nt entered any Terms yet, r yu wuld like t add a new ne, please chse the [New] ptin where yu will be taken t the Add Term screen. Fr mre infrmatin n adding Terms see the sectin Terms Using Different Terms If yu wuld like t assign different Terms t buying grups, yu can uncheck the Use same Term fr all Buying Grups ptin. On ding this, yu will then be shwn all the Buying Grups fr each Lt that has at least ne ffer price, and in the fllwing screensht: Page 27 f 32

28 The Terms fr each Buying Grup are nly enabled in Lts that have at least ne ffer price. As yu can see abve, Lts 1 and 2 have ffer prices s the Buying Grup Term drpdwns are enabled. Lt 3 has n ffers s the drpdwn remain disabled. Select the Term yu wuld like t apply t each Buying Grup using the drpdwns. Once a Term has been selected yu can hver ver the help (? ) icn t see the full details f that Term. If yu decide yu wuld like t revert t using the same Term fr all Buying Grups, re-check the Use same Term fr all Buying Grups ptin Deleting an Offer Rw If yu wuld like t delete an ffer rw, click n the red crss at the end f the rw. Yu will be asked fr cnfirmatin befre the rw is deleted General Once yu have cmpleted yur Offer Prices, Vlume Price Breaks, Discunts and Terms click Save & Cntinue t save yur Price Submissin and g t the next stage Stage 6 - Manufacturing Lead Times A Manufacturing Lead Time is the time required by yur cmpany t manufacture and release sufficient prduct t cver rders fr the lts fr which yu are making an ffer. Manufacturing Lead Times are nly applicable n certain Tenders therefre yu may nt see this stage. If they are applicable yu must enter yur lead time fr each Lt that yu have given an ffer price fr. The lead time is a free text field and can be up t 50 characters lng. Once yu have cmpleted the lead times, click Save & Cntinue t save yur Price Submissin and g t the next stage Stage 7 - Offer Summary Once yu have entered a full ffer against an prduct yu will then be shwn a summary f yur ffer, as in the fllwing screensht. Page 28 f 32

29 The summary is split acrss 3 tabs fr easier viewing, click n each tab t view that tabs details. At this stage yu have 4 ptins: Previus Make anther ffer Finish Cancel Previus If yu wuld like t make an amendment t the current ffer yu can use the Previus buttn t g back t the previus stage. Yu can g back all the way t yur Prduct Basket but will lse the details f each stage yu g previus frm. If yu want t keep the majrity f yur prducts ffer, it will be easier t select make anther ffer and reselect yur nw fully cmpleted prduct ffer frm yur basket. Yu can then navigate t the apprpriate stage, make amendments as necessary, and save and cntinue in the nrmal way Stage 8 - Make anther ffer If yu wuld like t make anther ffer click the Make anther ffer buttn and yu will be returned t yur prduct basket where yu can cntinue t make anther ffer Stage 9 - Finish If yu have finished entering all yur prduct ffers, click the Finish buttn t be taken t the exprt stage, which is cvered in the sectin Exprting yur Price Submissin frm SELECTT 4.2 Viewing Yur Offers Once yu have made ne ffer the My Offers menu will be enabled. Clicking this will shw yu a list f all the prducts yu have made an ffer against. Yu can view the summary f each ffer by clicking in the summary clumn. Yu als have the ptin f remving an ffer frm this screen. Page 29 f 32

30 Page 30 f 32

31 5 Submitting Yur Offer Back t NHS CMU 5.1 Exprting yur Price Submissin frm SELECTT Befre yu can send yur Price Submissin back t NHS CMU yu must first exprt it frm SELECTT in t a new frmat n yur cmputer. This new frmat will have the file extensin *.cmu. Please nte that exprting DOES NOT SEND YOUR FILE BACK TO BRAVO, it generates yur Price Submissin lcally s that yu can then manually submit it t BRAVO. T exprt yur Price Submissin yu have tw ptins: Click the Exprt buttn when nt in the ffer wizard Click the Exprt Price Submissin entry n the File menu Click the Finish Buttn when yu are in the ffer wizard In either case, yu will then be shwn the exprt screen: When yu click the Exprt Price Submissin file buttn, if yu have any prducts in yur basket withut a fully cmpleted ffer yu will be shwn a screen listing them: If yu wuld like t make an ffer n any f the prducts listed, yu have tw ptins: Click the Make anther ffer buttn t return t yur prduct basket Click n any Prduct t be taken t start the ffer wizard fr that prduct If yu wuld like t cntinue withut making any mre ffers, please click the Cntinue buttn. The fllwing screen is shwn: Page 31 f 32

32 A standard Save as dialg is nw shwn where yu can select the flder yu wuld like t exprt yur Price Submissin. Please nte the filename has autmatically been created fr yu, and cnsists f the Tender Cde fllwed by yur Supplier Cde. We recmmend yu leave this filename as is. Please nte the file type has defaulted t *.cmu, indicating this is a NHS CMU Exprt file. It is this file that has t be upladed t BRAVO. Yu cannt read this file back int SELECTT - nce exprted this file cannt be used with SELECTT again. Yu can, hwever, cntinue using yur Xml file with SELECTT if yu wuld like t make further amendments. On successfully exprting yur Price Submissin, yu are reminded that yu must nw send this back t BRAVO (fllwing the familiar nline BRAVO submissin prcess). When yu OK this dialg, SELECTT will clse yur Price Submissin. Page 32 f 32