Srm_Supplier Bidding Engine_SRM Bidding Engine - Copy

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Text of Srm_Supplier Bidding Engine_SRM Bidding Engine - Copy

  • 1NMHG 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

  • 2Supplier enters User Name and Password provided by NMHG.Note: First time entry will prompt the user to change the password.

    Login to SRMHome

  • 3Enter 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

  • 4The 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

  • 5When 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

  • 6The 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

  • 7The Supplier can filter by BIDS with a Status as follows:Held BidsCurrent AuctionsCurrent BID InvitationsEnded AuctionsEnded BID InvitationsCompleted AuctionsCompleted BID Invitations

    SRM Bidding Engine - Search CriteriaHome

  • 8The Supplier can filter by BIDS that were processed within periods as follows:

    TodayLast 7 DaysLast 30 DaysLast 90Last YearTimeframeDate

    SRM Bidding Engine - Search CriteriaHome

  • 9Selecting 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

    SRM Bidding Engine - Search CriteriaHome

  • 10

    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

    SRM Bidding Engine - Search CriteriaHome

  • 11

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

    Product CategoryEnd DateAll BIDS from my Company

    SRM Bidding Engine - Search CriteriaHome

  • 12

    Selecting Product Category enables the user to select by:Category Description e.g. CastingsCategory 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

    SRM Bidding Engine - Search CriteriaHome

  • 13

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

    Process BIDs screen

    Displays BID status

    Displays BID End Date

    Home

  • 14

    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

    PresenterPresentation Notes

  • 15

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

    Entering a BidHome

  • 16

    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

  • 17

    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.

    Entering a Bid General DataHome

  • 18

    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.

    Entering a Bid General DataHome

  • 19

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

    Entering a Bid General DataHome

  • 20

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

    Entering a Bid General DataHome

  • 21

    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.

    Entering a Bid Item DataHome

  • 23

    Select the Details Icon to display the Item Details:

    Select to display Item

    Detail

    Entering a Bid Item DataHome

  • 24

    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

  • 25

    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

    Entering a Bid Item Data FieldsHome

  • 26

    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.

    Entering a Bid Item Data FieldsHome

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    Field Name Use Description

    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.

    Entering a Bid Item Data FieldsHome

  • 28

    Field Name Use Description

    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

    Entering a Bid Item Data FieldsHome

  • 29

    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 produc