Date post: | 07-Dec-2015 |
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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
SRM Bidding Engine - Search CriteriaHome
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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
SRM Bidding Engine - Search CriteriaHome
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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
SRM Bidding Engine - Search CriteriaHome
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Selecting Extended Search will refresh the screen with further Search Possibilities:
•Product Category•End Date•All BIDS from my Company
SRM Bidding Engine - Search CriteriaHome
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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
SRM Bidding Engine - Search CriteriaHome
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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
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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.
Entering a Bid – General DataHome
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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.
Entering a Bid – General DataHome
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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.
Entering a Bid – General DataHome
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Selecting the “Partner/Delivery Address” tab displays NMHG Ship to Location Information.
Entering a Bid – General DataHome
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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.
Entering a Bid – Item DataHome
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Select the Details Icon to display the Item Details:
Select to display Item
Detail
Entering a Bid – Item DataHome
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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
Entering a Bid – Item Data FieldsHome
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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.
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
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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
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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.
Entering a Bid – Item Data FieldsHome
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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
Entering a Bid – Item Data FieldsHome
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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.
Entering a Bid – Item Data Additional InformationHome
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Selecting the Partner/Delivery Address tab displays NMHG Ship to Location Information.
Entering a Bid – Item Data Additional InformationHome
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Select Back to Item Overview to return to the Process BID Page:
Entering a Bid – Item Data Additional InformationHome
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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).
Entering a Bid – Price Breaks (Scaling)Home
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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)
Entering a Bid – Price Breaks (Scaling)Home
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The Bidder can select the scales icon to enter price breaks (scaling).
Entering a Bid – Price Breaks (Scaling)Home
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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
Entering a Bid – Price Breaks (Scaling)Home
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Select Back to Item Overview to save Price Breaks and return to the Process BID Screen
Entering a Bid – Price Breaks (Scaling)Home
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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”
Entering a Bid – Price Breaks (Scaling)Home
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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