This guide provides step-by-step instructions on how to add a quote that you've received offline or prior to using C-Link to your Quotes and Tender Analysis area.
Estimated Read Time: 2 Minutes ⏱
It is recommended to familiarise yourself with the Procurement Tools and Supply Chain sections before proceeding with this guide.
Sections in this Article:
- 🖥️ Accessing the Project Dashboard
- 📄 Adding an Offline Quote
- 📤 Uploading Quote Files
- 🎥 Full Walkthrough Video
🖥️ Accessing the Project Dashboard
To begin adding an offline quote:
- Go to Project Dashboard:
- Navigate to your project dashboard. For this example, we are using "Gate Apartments".
- Open Procurement Tools:
- Click on "Procurement Tools" and then select "Quotes and Tender Analysis".
📄 Adding an Offline Quote
Follow these steps to add a new quote:
- Select Package:
- Choose the specific package you want to add the quote to. For this example, we are adding to "Roofing".
- Add Quotation:
- Click the "Add Quotation" button to add a new quote to the app.
- Choose Subcontractor:
- Select the subcontractor from your supply chain. Note: The subcontractor needs to be already listed in your supply chain. If not, you need to add them to the supply chain first.
- Enter Quote Details:
- Fill in the overall quote value (e.g., £10,000).
- Enter the measured works value (e.g., £9,000).
- Enter the prelim value (e.g., £1,000).
- If there are no provisional sums, enter zero.
- Specify the programme length (e.g., 4 weeks).
📤 Uploading Quote Files
To complete the process:
- Upload Quote Files:
- Upload the quote files provided by the subcontractor.
- Add Quotation:
- Click "Add Quotation" to finalise the entry. The quote will now appear alongside all other contractors' quotes.
Summary ✅
This guide has outlined the process for adding an offline quote to C-Link. Following these steps ensures your Quotes and Tender Analysis area is up-to-date with all received quotations.
🎥 Full Walkthrough Video
For a comprehensive guide, watch the full walkthrough video below: