Some Supplier Lists have Rate Card requirements that the Vendor Admin will need to provide through their account. This allows Suppliers to provide their rates (prices) to Buyers who access that supplier list. Colleagues on that list are not able to provide qualification documents on their behalf.
Rate Cards are requested by the organisation that owns and runs the Supplier List. You can only complete a Rate Card if it has been added as a requirement by the List Owner.
If there is an outstanding requirement to submit a Rate Card against a list, you will see this listed as a Critical Task on your homepage on the left. Clicking the Update your Rate Cards link takes you to the Supplier lists you manage page, which you can also access under the Admin Tools menu (either in the top menubar or on the homepage on the left-side menu).
Note: The Critical Tasks option is available only to the Vendor admin managing the organisation’s list. Colleagues should contact them for updates.
The instructions below are for completing a Rate Card:
- On the Supplier lists you manage page, you will need to click on the red Update button under the 'Required Rate Cards' column.
- You will now be asked to complete or update the Rate Cards. There may be multiple Rate Cards depending on what the buying organisation has added to the list. Click on the Fill this Rate Card button to complete the respective Rate Card.
- On this page, you will find Description/Instructions at the top of the page which has been included by the List Owner regarding the Rate Card. Read through this carefully to understand the requirements.
- Below that, the What are the effective dates for this Rate Card fields refer to the time period that your rates apply to. The minimum effective period you can nominate is 14 days. You will be prompted to update this Rate Card once the effective dates have passed. To edit the effective dates, click on the field and this will open a pop-up calendar where you can select your desired starting date.
Please noteThe List Owner may set and lock the date in for one of or both the 'From' and 'To' date fields. This will mean you cannot change the date for that field.
- Once you have allocated the effective dates for your Rate Card, click the Save these dates button located on the right.
- In the Enter Rate Card data field, you are required to add information for each of the items included by the buying organisation. You will notice that the word incomplete will be present next to Rate Card items that require completion. Once you have completed entering data for all the items, you can add your own additional items.
- To add information for each item, click on the blue pen and paper icon next to the respective item.
- This will expand the box where you will be able to enter information on your rates based on what the buying organisation has requested.
- Once you have completed entering your rates, click on the Save button to save your progress. Alternatively, you can click on the Save and complete another button to save your progress and move on to the next Rate Card item. If you would like to stop entering information for your Rate Card, click the Cancel button located on the bottom right.
- You can preview your completed Rate Cards by clicking on the blue Preview your Rate Card button located on the top right of the Enter Rate Card data field.
- Once you have completed all Rate Card items, the word complete will appear next to completed Rate Card items. Additionally, if all Rate Card items have been completed, (100% complete!) will appear in bold green lettering at the top of the Rate Card.
- You will now have the option to add new Rate Card items by clicking the Add new item button located in the bottom right. You'll need to set a name for the item, an optional description and rates for each requirement.
- Once you have completed your Rate Card, you can click the Submit Rate Card for approval button to submit the rate card to the List Owner to review and approve.
- Upon submitting your Rate Card for approval, you will be greeted with a new page informing you that your submission is pending approval. If required, you can select Edit Rate Card or Preview rate card. You will be notified via email if your submission is approved or declined.