srm_supplier bidding engine_srm bidding engine - copy

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NMHG SRM Bidding Engine

•Logon

•Homepage

•SRM Navigation

•Search

•Process BIDs screen

•Enter a BID

•General Data

•Item Data

•Fields

•Additional Information

•Price Breaks

•Delete Price Breaks

•Submit a BID

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Supplier enters User Name and Password provided by NMHG.Note: First time entry will prompt the user to change the password.

Login to SRMHome

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Enter The current Password supplied by NMHG.The Supplier should enter a new Password and repeat the new password.Select Change to change the password.

Login to SRMHome

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The SRM Bidding engine will be displayed.Note: If you clicked on the hyper link in the Bid Invitation e-mail, you will be taken directly to the Bid Invitation

SRM Bidding Engine Homepage

Double click on Process Bid to

find a Bid.

Home

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When using the Bidding Engine, do not use the Internet Explorer Navigation buttons. If you use these buttons, the application will not function properly.

You should only use the navigation methods in the SRM application.

SRM NavigationHome

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The Process Bids Screen displays a Search Engine.The Supplier can enter the BID Number if known or Search for a bid by entering the Search Criteria in the Filters provided.

SRM Bidding Engine - Search Criteria

Enter the Bid Invitation Number (if known) in the

Number of Document field

Enter the Supplier Name in

the name field

Home

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The Supplier can filter by BIDS with a Status as follows:•Held Bids•Current Auctions•Current BID Invitations•Ended Auctions•Ended BID Invitations•Completed Auctions•Completed BID Invitations

SRM Bidding Engine - Search CriteriaHome

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The Supplier can filter by BIDS that were processed within periods as follows:

•Today•Last 7 Days•Last 30 Days•Last 90•Last Year•Timeframe•Date


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Selecting the Timeframe Period will refresh the screen and enable the Supplier to select a from and To date using the Calendar provided

Selecting the Calendar Icon will display the SRM Pop Up Calendar

From DateTo Date


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Selecting the Date Period will refresh the screen and enable the Supplier to select a date using the Calendar provided

Selecting the Calendar Icon will display the SRM Pop Up Calendar

Select a Date using the

Calendar Icon


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Selecting Extended Search will refresh the screen with further Search Possibilities:

•Product Category•End Date•All BIDS from my Company


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Selecting Product Category enables the user to select by:•Category Description – e.g. Castings•Category ID •Logical system (not applicable)•Maximum number of Hits – Enter the number of records that should be returned. If 10 is entered the system will find the first 10 records

Select Start to Start the Search

or Cancel to Cancel the

Search


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The Process BIDs screen will display BIDs according to the Search Criteria selected

Process BIDs screen

Displays BID status

Displays BID End Date

Home

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Double click on the Bid Number to open a Bid in display mode. Select Document Icon to open a BID in change mode.

Opens document in Display Mode

Opens document in Change Mode

Entering a BidHome

Presenter

Presentation Notes

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Select “Create” if you entered the Bid Invitation in display mode.

Entering a BidHome

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Complete the following fields at the header level:Incoterm/

LocationRequired The INCO Term designation and the Location pertaining to

the INCO Term. This will usually default to the information NMHG has for your company. Data entered at the header level applies to all individual items in the proposal. If the INCO Term is different for one individual item, that term should be entered at the item level. Example: EXW and Arlington Hts., Il

Entering a Bid – General DataHome

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Complete the following fields at the header level:Currency C If the Commodity Manager allows different currencies to used in a Bid

Invitation, select the currency for your proposal.


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Selecting the “Information from Purchaser” tab will display notes or documents NMHG post to the BID Invitation pertaining to all items in the Bid Invitation.


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Selecting the “My Notes” tab enables the Bidder to write notes and/or upload documents to the BID Invitation and send these to NMHG.


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Selecting the “Partner/Delivery Address” tab displays NMHG Ship to Location Information.


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Select the “Item Data” tab to go to the screen which lists the items to be quoted

Entering a Bid – Item DataHome

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Complete the following fields:Field Name R/O/C Description

Price R Price at which you are willing to sell the product. For example: 5.62Note: Only 2 decimal places can be entered

Price per C This is the number of units upon which the price is based. Note: If you normally quote a price of 0.0895, you will enter 8.95 in the

primary price field and 100 in the Price per field.


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Select the Details Icon to display the Item Details:

Select to display Item

Detail


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Selecting the Details Icon displays the Item Detail Information

The following slides provide a detailed analysis of the Item data fields and their required use.

Selecting the forward/back buttons will

display further details

Entering a Bid – Item Data FieldsHome

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Field Name Use Description

Vendor Product Number

Conditional Description of the Vendor Product Number.Example:KBH1236

Submitted Quantity

Conditional Default is the Estimated Annual Requirements NMHG is requesting on the proposal. This should only be changed if the Bidder is proposing a different quantity

Delivery Time (Duration)

Required Lead-time of part from receipt of order to ship date – in working days.

Example:25Incoterm/ Location Conditional Enter only if the information entered on the Header

is incorrect.Minimum Qty

AllowedConditional This is the minimum qty your company will sell on

each purchase order.Example:20


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Field Name Use DescriptionMultiples of: Conditional Lot size the Bidder requires for each order - eg.

must purchase in multiple of 5. This is sometimes dictated by the package size.

Packaging Costs Conditional Charges for packaging (this amount may or may not be included in the piece part cost).

Surcharge Amount

Conditional Charges in addition to normal base price – eg: NMHG sometimes incurs an additional price per pound on steel if scrap prices are higher than the basis quoted.

Set-Up Charge Conditional A one time charge imposed to produce a part.

Continuous Set-up Charge

Conditional The charge imposed each time the product is ordered.

Weight per Piece Optional The weight of the product.

Weight Unit Optional The unit (ex. Kg, Lb) in which the weight is entered.

Price per Kg Optional The price per Kg. This is usually entered if the weight may vary for an item from piece to piece.


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Cubic Size Optional Estimated cubic size of the part

Cubic Size Unit Optional Unit in which the size is noted (eg. Meters, inches, etc.)

Harmonized Tariff Code

Optional Code used by Customs authorities for identifying category of goods during importation.

Country of Origin Required Country in which the goods are manufactured

Prototype Lead- Time

Conditional Lead-time of prototype part from receipt of order to ship date – in working days

Prototype Piece Price

Conditional Price for prototype.

Prototype Tooling Conditional Price for any tooling required to produce prototype requirements.


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Production Tooling Description

Conditional Description of any tooling to produce the part.

Production Tooling Price

Conditional Price of Tooling for which NMHG is responsible.

Production Tooling Payment Terms

Optional Terms of payment on Tooling

Production Tooling Lead-time

Optional Lead-time for production Tooling

NAFTA Content Conditional Percent of the part coming from a country in the NAFTA agreement (North American Free Trade Agreement)

NAFTA Cert. Date Conditional Date you are stating the NAFTA Percent Content


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Additionally the following fields may contain information to assist the Bidder in preparing a proposal or contain information related to the Bid Invitation

Field Value

Product Category Describes the category of the product

Qty of Bid Invitation The Estimated Annual Requirements of the Item to be quoted – or a specific qty for an order (if so noted)

Prototype Status A “T” in this field indicates the part is still in a prototype status and under development. It is not yet released for production.

Rev Level The revision level of the item to be quoted

Chart Number Drawing number if the part is a “charted” part.


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Field Value

Project Number NMHG development project number

Project Name NMHG development project name

ECN Number The ECN number that is releasing the prototype or production part

Pilot Shipping Date The date NMHG anticipates they will require pilot production parts

Pilot Shipping Qty The number of pilot production parts anticipated or required


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Selecting the Information from Purchaser displays further notes and/or attachments that NMHG may have posted to the BID Invitation that pertain to the particular Item.

Entering a Bid – Item Data Additional InformationHome

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Selecting the My Notes tab enables the Bidder to write notes and/or upload documents, pertaining to the Items, on the BID Invitation and send these to NMHG.


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Selecting the Partner/Delivery Address tab displays NMHG Ship to Location Information.


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Select Back to Item Overview to return to the Process BID Page:


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If the Commodity Manager has allowed price breaks (scaling) the Conditions Icon will be displayed. Select the Conditions Icon beside the Item requiring a Price Break:

Entering a Bid – Price Breaks (Scaling)Home

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Click on the drop down arrow next to the first field in the Condit. Type column and select Price (Contract/Bid).


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The Bidder can enter the following:•Price (Amount field)•Currency (Select from choice provided by NMHG)•Number of Units (Price is per number of units)•Valid From/To dates (Select from calendar or overwrite date)


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The Bidder can select the scales icon to enter price breaks (scaling).


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Enter in the ‘from quantity’ and ‘price’ in appropriate fields:In the example below:If NMHG order less than 10 products, the price will be $10.50 per unitIf NMHG orders between 10 and 19 products the price will be $10.00 per unitIf NMHG orders over 20 products the price will be $9.00 per unit


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Select Back to Item Overview to save Price Breaks and return to the Process BID Screen


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Select Back to Item Overview to save Price Breaks and return to the Process BID Screen.

Note: “See Conditions” is displayed in the Price Field.

To view the Price Breaks double Click on “See Conditions”


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Select the arrow drop down to display Price Breaks


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Price Breaks can be deleted by selecting the Trash Can Icons

Deletes all Price Scaling for the Item

Deletes individual

Price breaks

Entering a Bid – Delete Price Breaks (Scaling)Home

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When the BID is ready for submission:

Select Check to verify there are no errors

Select OK

Submit the BIDHome

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If no Errors exist:

Select Submit to Submit the BID

Submit the BIDHome

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Message BID is submitted is displayed. Select OK.

Select OK

Submit the BIDHome

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You have entered a Bid in response to a Bid Invitation.Submitted BIDs have a status of “BID Submitted”

Select Log Off to end your session

Submit the BIDHome

srm_supplier bidding engine_srm bidding engine - copy

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