Tender Application: the only Application for Customer's Tendars Managment

1.   Tenderes Main screen

2.   Tender Setting Menu

2.1          Tenderes Hierarchical By Tender Group, Tender Type

2.1.1      Tenderes Group:

With this organization, you can create a higher parent for the group as well, to get all information

about the Tenderes of the direct subgroup that is related to the Tender,

or get all information from the higher parent for the subgroup,

to get information about all Tenderes that are not related to the subgroups that are related to the upper parent.

2.1.2      Tender Types:

You can organize the Tenderes according to the type of activity of the Tenderes,

and thus you can collect information about the Tenderes according

to the different types of business activities

2.1.3      Tender Tags:

You can assign Tender to tag or many tags,

and thus you can collect information about the Tenderes according to tags

3        Tender Form

3.1       Archive: You can archive the Tender

3.2       Tender Related Tender group.

3.3       Tender Related Tender Type.

3.4       Tender Related Tag or Many Tags.

3.5       Easy Way to Add users.

3.6       Tender Details, Description, Attached, Message and log Note.

3.7    Tender Smart Buttons to collect data from all transaction related with Tender

4        Security Group Policy:

4.1 Admin, Manager and User: - The user must be linked to any of the three permissions if the company has Tenderes

5        Activate Tender Module From Company Settings

6        CRM:

6.1       After you finish defining the tender in the tender screen and determine the users who have the right to use the tender code in the system,

as described previously in Clause "3" and according to their security group in Clause "4"

you can start Tender workFlow from CRM module or from sales module directly as the following screen

6.2       The list of tender names that will appear in the CRM, Sale Order, Credit Notes and Sales Invoices is filtered according to two conditions:-

the first: tenders related to the customer,

and the second: the tenders allowed for the user whose name is linked to the tender definition screen.

6.3       Explanation of development CRM (YouTube).

As is clear from the previous image of the opportunity definition screen and the previous video that explains additional details about the development that took place,

in the CRM system related to the development of sales tenders, you will find in it the possibility of linking the sales opportunity to a price list and it comes automatically.

As for the one linked to the customer if it is linked to a custom price list or a Standard Prices,

and when they change, you can update the prices by clicking on the Update Prices option.

We will also find the opportunity developed to allow defining the details of the items and services “business items”

and describing them as in the tender conditions booklet.

Thus, you can make a pricing comparison of the tender items without the need to make a Qutation to determine the initial prices.

6.3       When you create a Qutation from the sales opportunity screen,

all data will be transferred to the sales screen, including all the fields

that were developed in addition to the opportunity screen.

7        Sales Order:

7.1       As we mentioned previously, you can start the sales tender cycle from the CRM, then create a Qutation from the sales opportunity,

7.2       the tender information will be transferred with the rest of the sales opportunity data, as we explained previously.

in this case the Sales Opportunity field will be read-only and can only be modified through the Sales Opportunity.

As you can see in the following image,

7.3       You can also update opportunity data in two ways:- (YouTube).

The first method: is to create a new Qutation from the sales opportunity

The second method: Click on the Update From Opportunity button.

Also, the Update From Opportunity button will be invisable in any of the following two cases:-

if the Qutation was not created from the sales opportunity or the Qutation has a canceled status or becomes a sale order

If the Qutation is created directly without a previous sales opportunity,

the tender field will be edited and the list of tenders that will appear to the user,

is the only one linked with the customer account specified in the Qutation.

7.4       Convert Sales Order To Purchase Order(YouTube).

Allows to select all sales order items or some of sales order items to request for quotation "Rfq" to create purchase order or orders to vendor.

Currency by default equal the same currency in sales order and you can change it.

When convert product from sales order to purchase order the prices will get from supplier pricelist automatic.

Specific users only can use this buttun.

If user has authority to use purchase then he can see button on sales order to get all purchase orders related sales order.

When you create a purchase order from the Qutation screen, the purchase order will be linked to the tender automatically.

When you create a purchase order from the Qutation screen,you can modify products and quantity and also you can add new products.

and the tender field will be read-only in the purchase order.

You can see all the purchase orders that were created from the Qutation as in the following image,

You can see all the purchase order details that were created from the Qutation as in the following image,

If the (rfq) is created directly without a previous sales order,

the tender field will be editable and the list of tenders that will appear to the user,

is all tenders linked with the user.

When you create a Bill from the Purchase order,the tender fields will transfered to Bill as read-only

If the (Bill) is created directly without a previous Purchase order,

the tender field will be editable and the list of tenders that will appear to the user,

When you create a Vendor Credit Note from the Bill ,the tender fields will transfered to Vendor Credit Note as read-only

If the (Vendor Credit Note) is created directly without a previous Bill,

the tender field will be editable and the list of tenders that will appear to the user,

When you create a Invoice from the sales order,the tender fields will transfered to Invoice as read-only

If the Invoice is created directly without a previous sales Order,

the tender field will be edited and the list of tenders that will appear to the user,

is the only one linked with the customer account specified in the Invoice.

When you create a Customer Credit Note from the Invoice ,the tender fields will transfered to Customer Credit Note as read-only

If the Customer Credit Note is created directly without a previous Invoice,

the tender field will be edited and the list of tenders that will appear to the user,

is the only one linked with the customer account specified in the Customer Credit Note.

You Can Create Manual Journal Entry linked with Tender

7.3       Sample of Tender Statics and utility of Tender Smart Buttons(YouTube).