Criando uma consulta de comprador

No portal, o comprador pode criar uma solicitação para a compra de bens/serviços/trabalho e escolher a melhor oferta de fornecedores.

Para fazer uma solicitação na conta pessoal do comprador, clique no botão no menu esquerdoImage Added. Na página que aparece, mova o cursor para o painel de redução e clique em Crie uma nova compra:

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Na página que aparece, insira as seguintes informações:

Exibir solicitações e enviar uma solicitação de fornecedor

Após o pedido de redução ter sido criado pelo comprador, ele aparece na conta pessoal do fornecedor, e o convite chega ao e-mail do fornecedor. Com um procedimento licitatório aberto, o aplicativo é atendido por todos os fornecedores do portal, com procedimento fechado - apenas aqueles que foram selecionados pelo comprador. A pedido do comprador, alguns fornecedores podem ver informações sobre a compra que já começou, mas para participar eles precisam solicitar a entrada na redução.

Para visualizar a solicitação e enviar um pedido para ela, na conta pessoal do fornecedor clique no botão Image Addedno menu à esquerda. Uma lista de compras será exibida:

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Ao clicar no botão Participar, serão exibidas informações detalhadas sobre o leilão. 

Nesta fase, o fornecedor precisa baixar um documento descrevendo as mercadorias, obras e serviços fornecidos e clicar no botão Assinar e Enviar.

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Consideração de aplicações pelo comprador, rejeição de fornecedores de licitação

Quando a redução é transferida para o status de "Consideração dos pedidos", o comprador pode visualizar os documentos apresentados dos fornecedores e, se necessário, rejeitar a participação do fornecedor na redução.

Para fazer isso, na seção Aplicativos, clique nas negociações necessárias:

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Na página que aparece, revise os dados disponíveis.

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Clique no botão Documentação para visualizar os documentos no aplicativo.

Para rejeitar o aplicativo, clique no botão Rejeitar aplicativo. Na janela que abre, digite o motivo da recusa e clique em Sim para rejeitar o pedido. O comprador só pode rejeitar a oferta do fornecedor nesta fase.

Você também pode baixar o protocolo para avaliar aplicativos, baixar a documentação do fornecedor (documentos de todos os fornecedores).

Aceitando apostas de fornecedores

Ao negociar o status de "Aceitar apostas", os fornecedores podem oferecer suas apostas em tempo real para reduzir o preço das mercadorias.

Para isso, na seção Aplicativos, clique no edital com o status "Aceitando apostas":

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Na página aberta com informações sobre negociação, clique no botão Enviar uma aposta.

Aqui é necessário preencher o preço (ao enviar uma oferta ao fornecedor, o valor reduzido pelo valor máximo da etapa será automaticamente afixado se a etapa estiver definida nas configurações), baixar o modelo de arquivo XLS, preenchê-lo e carregar o arquivo XLS de volta para o Sistema.

Selecione o IVA da caixa de seleção não é tributado se o fornecedor tiver benefícios de isenção de impostos.

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Ao clicar no botão Enviar sem assinatura, o aplicativo será enviado ao comprador sem assinatura eletrônica.

Ao clicar no botão Enviar e assinar, o pedido de participação será enviado ao comprador com uma assinatura eletrônica (se possível, coloque uma assinatura eletrônica).

O vencedor é selecionado automaticamente (pelo menor preço de lance).

Você pode definir a data de início e a hora da redução, mas não pode definir a data e a hora de término porque ela não está definida e pode variar dependendo da situação.

Fim e fechamento da negociação

Após a conclusão da redução, a licitação segue automaticamente para o status de "Concluída" caso as apostas fossem aceitas a partir do preço por lote. Além disso, o fornecedor deve enviar transcrições das propostas no prazo de 24 horas, após a qual a redução vai para o status de "Fechado". Se as apostas forem aceitas a partir do Preço Unitário, a redução imediatamente vai para o status "Fechado".

Se nas configurações do comprador foi definida caixa de seleção Para realizar a segunda fase (licitação para o 2º lugar), o comprador poderá redesignar independentemente o vencedor.

Com base nos resultados do leilão, você pode baixar o protocolo criado automaticamente clicando no botão protocolo de revisão Aberto.

Você pode baixar o protocolo de avaliação de aplicativos (exibido para licitação em duas etapas, para o comprador).

Baixar a documentação do fornecedor (exibido para o comprador)

Editar ou cancelar a licitação de um comprador

Você pode editar dados de negociação ou cancelar negociação apenas nos status "Publicado", "Aceitação de ordens", "Aceitação de apostas".

Para cancelar o lance criado em sua conta pessoal, clique no Image Added no menu à esquerda e selecione a negociação que deseja editar ou cancelar.

No comércio aberto no canto inferior direito, clique no botão Editar ou Cancelar, respectivamente:

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Após o cancelamento, o leilão vai para o status de "Cancelado".

O administrador do sistema pode visualizar informações sobre negociações, bem como editar alguns dados:

• Pedidos de mercadorias;
• Licitações para negociação;
• Ofertas comerciais;
• Muito em negociações;
• Configurações para tipos de negociação;
• Apostando em produtos.

Create a buyer request

On the portal, the buyer can create a request for the purchase of goods/services/work and select the best offer from suppliers.

To submit a request in the buyer’s personal account, click the Image Added button in the left menu. On the page that appears, move the cursor to the Reduction area and click the Create a new purchase button:

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On the page that appears, enter the following information:

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Information on lots of the procurement procedure

For one auction, you can create several lots at once.

Add lot - allows you to add multiple lots in an auction. Moreover, each lot can be configured separately (for example, the presence/absence of VAT, inviting different customers, etc.).

Next, you need to fill in the information about each lot:

General information tab

Lot name - the name of the lot.

Lot currency is the currency of the goods.

Trades are carried out - select what price should be indicated to the supplier at the bidding:

• From the price per lot - the sum of all goods in the lot (NMC).
• From unit price - the price for each product in the lot.
• Percentage of the IMP per lot - a percentage of the amount of all goods per lot (this option is selected if the reduction is carried out in steps, and the step is set as a Percentage of the NMC).
• Percentage of a unit of production - a percentage of the price for each product (this option is selected if the reduction is carried out in steps, and the step is set as a Percentage of the NMC).

IMP - the initial maximum price of the lot (the sum of all goods in the lot, calculated automatically).

Price including VAT - when selecting a checkbox, the price will be indicated including VAT.

VAT rate is a percentage of the VAT rate.

When choosing a winner, VAT is taken into account - when selecting a checkbox, the winner's price will include VAT.

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Tab Goods, works and services for procurement

Purchase item type - select Product, Work or Service from the drop-down list.

Name of goods, works, services - the name of the item that is included in the lot.

Product code—select the available product class from the drop-down list.

Internal classifier code - select the type of activity from the drop-down list.

It is impossible to determine the quantity (volume) - select the checkbox if you do not know the exact quantity of the required product/service/work.

OKEY code - unit of measurement (tons, piece or pair).

Quantity - quantity/volume of goods/services/works.

Unit price, excluding VAT - the price of the product excluding VAT.

Uploading a list of goods, works and services via XLS file - (displayed when selecting From unit price, see above) transcript for bidding. The transcript is presented as a regular sentence in a table. Suppliers indicate prices for each product manually or download them from a file. The final amount should match the one they indicated at the previous stage. If it does not match, the offer will be rejected. If a transcript is not submitted within 24 hours, the supplier's offer will be cancelled.

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Reduction Details tab

Step reduction - when selecting this checkbox, the supplier will have to reduce the rate only by a specified interval (otherwise an error will be displayed).

The step is configured in the Reduction step type field (can be a fixed amount, for example, 100 rubles, or a percentage of the NMC, for example, 10%). Specifying the step as a percentage is relevant when selecting Percentage of IMP per lot and Percentage per unit of production. Each new offer is calculated as a percentage of the last bid, and not of the initial NMC.

Reduction step is the minimum and maximum value to reduce the price.

Automatic step reduction - when selecting the checkbox, if no supplier submits proposals within the time specified in the Quote waiting time field, then the minimum step value is reduced by the value specified in the Step for reduction field. The maximum step value remains the same. If the reduction is impossible, the trade will be automatically completed and will change to the status Not taken place.

Reduction with extension - if this setting is enabled, the reduction is automatically extended for the time specified in the Quote waiting time field. After the start of trading, the bid waiting time counter starts; if an offer was submitted during this time, the waiting time starts again. If there were no offers, then the lot goes into the status Not taken place. If there is only one lot in the auction, then the entire auction will also change to the status Did not take place.

The waiting time for the price offer, min. - This field specifies the time it takes to wait for vendor quotes.

Improving the offer without reducing the current minimum price - if the checkbox is disabled, then the supplier cannot reduce its minimum price several times in a row (unless another supplier beats the price). When the checkbox is enabled, the supplier can reduce the rate even if its offer is already minimal.

Conduct the second phase (bidding for 2nd place) - if the checkbox is checked, then when the bidding changes to Completed status and the winner is automatically selected, the buyer himself can reassign the bidding winner.

Reduction with a lower price reduction limit - if the checkbox is checked, a field appears to indicate the lower price limit. This field indicates the lower amount of the NMC. When the specified value is reached, the auction ends automatically. Suppliers do not see what amount is indicated as the lower limit.

Maximum duration of the reduction, min - if the maximum duration of the reduction is specified, it will close after this time.

If the maximum duration is not set, and the price proposal is submitted less than 10 minutes before the end of the auction, then it is automatically extended for another 10 minutes. This happens an unlimited number of times.

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Customers tab

information about order

Distributed supply - distribution of supply among several suppliers.

Contract/delivery security is a monetary guarantee on the part of the supplier, which he deposits into the buyer’s account in order to confirm the intention to deliver.

Information about the customers signing the contract - information about the customer who initiates the bidding: name, region of residence, delivery conditions, form, terms and procedure of payment (for example, prepayment), delivery dates. If the customer is selected, he receives a notification inviting him to participate in the auction. If the customer does not accept the invitation, the auction does not begin.

To add another customer, click Add customer.

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Additional information tab

Requirements for a product, work, or provision of services are requirements drawn up in any form.

Special conditions are conditions drawn up in any form.

Warehouse address - the address where the goods need to be delivered.

Admissibility of analogues - a product that is similar in characteristics to the specified product, but may have any technological differences and can be produced by another manufacturer. When you select this checkbox, the Acceptance of equivalents checkbox is automatically selected.

Admissibility of equivalents - a product that is completely similar in technical (technological characteristics) can be produced under a license from the main manufacturing company.

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Documentation

Enter a name and select a file to upload a document describing the product required for purchase.

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Additional information on the procurement procedure

Enter the necessary information for suppliers regarding the procurement procedure in free form.

Save to draft - saves the entered information (without checking), then you can edit the data.

Publish — publication of trades after automatic validation by the system.

Review requests and submit bid by supplier

After the reduction request has been created by the buyer, it appears in the supplier’s personal account, and the invitation is sent to the supplier’s email. With an open bidding procedure, all suppliers on the portal see the application; with a closed bidding procedure, only those selected by the buyer. At the buyer's request, some suppliers can see information about the procurement that has begun, but to participate they must submit an application to join the reduction.

To view the request and apply for it, in the supplier’s personal account, click on the Image Added button in the menu on the left. A list of purchases will be displayed:

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When you click on the Participate button, detailed information on the auction will be displayed.

At this stage, the supplier needs to upload a document describing the goods, works and services supplied and click the Sign and Submit button.

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Review of applications by the buyer, rejection of suppliers from tenders

When the reduction transitions to the Review of Applications status, the buyer can review the submitted documents of suppliers and, if necessary, reject the supplier from participation in the reduction.

To do this, in the Applications section, click on the desired tender:

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On the page that appears, review the available data.

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Click the Documentation button to view application documents.

To reject an application, click the Reject Application button. In the window that opens, enter the reason for refusal and click Yes to reject the application. The buyer can reject the supplier's offer only at this stage.

You can also download the application evaluation protocol, Download supplier documentation (documents of all suppliers).

Accepting bids from suppliers

When bidding switches to the Accepting bids status, suppliers can offer their bids to reduce the price of goods in real time.

To do this, in the Applications section, click on the auction with the status Accepting bids:

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On the bidding information page that opens, click the Submit Bid button.

Here you need to fill in the price (when submitting a proposal, the supplier will automatically be given an amount reduced by the maximum step value if the step is entered in the settings), download the XLS file template, fill it out and upload the XLS file back to the System.

Select the checkbox VAT is not subject to tax if the supplier has benefits for VAT exemption.

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When you click on the Send without signature button, the application will be sent to the buyer without an electronic signature.

When you click on the Send and sign button, the application for participation will be sent to the buyer with an electronic signature (if possible, put an electronic signature).

The winner is selected automatically (based on the lowest bid price).

You can set the start date and time for the reduction, but you cannot set the end date and time, since it is not defined and can change depending on the situation.

Completion and closure of trading

After the reduction is completed, the auction automatically switches to the Completed status if bids were accepted based on the price per lot. Next, the supplier must send transcripts of the proposals within 24 hours, after which the reduction switches to the Closed status. If bids were accepted from the Price per unit of production, then the reduction immediately goes into the Closed status.

If in the buyer’s settings the checkbox Conduct the second phase (bidding for 2nd place) was selected, then the buyer will be able to independently reassign the winner.

Based on the results of the auction, you can download the automatically generated protocol by clicking on the Open review protocol button.

You can download the application evaluation protocol (displayed for two-stage bidding, for the buyer).

Download supplier documentation (displayed for the buyer)

Editing or canceling bids by buyer

You can edit bidding data or cancel a bidding only in the statuses Published, Accepting applications, Accepting bids.

To cancel a created trade in your personal account, click the Image Added button in the menu on the left and select the trade that you want to edit or cancel.

In the opened auction, in the lower right corner, click the Edit or Cancel button, respectively:

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After cancellation, the auction changes to Canceled status.

The system administrator can view trading information and also edit some data:

• Product inquiries
• Bids for bargaining
• Commercial offers
• Lots in the auction
• Procurement types settings
• Product Bids
• Price after rebidding