Training Kit for new version of e-procurement

For Products – Schedule wise, Tender Publishing Process

Note: This is the updated training as per the new version available for end
users training kits will be updated once in 3 months and as software providers
Vupadhi Techno services wont be responsible if there any changes in live
application and the training kit. User can contact help-desk mentioned in the
new e-procurement portal for any clarifications.

Last updated on :10/01/2018

Login with valid credentials and select Digital Sign-in Certificate.
Department dashboard The first tab defines the indents which are created and awaited for
approval before getting published, second tab defines the tenders which are awaited for
approval , third tab defines the tenders which are created by initiator and not approved.
Go to item master management in indent and click on that the system will display all the
items which added as master data
For adding new items click on item group master click on add item group master enter
group code and description click on create
After adding the item group Go to the indent management and click on item master
Click on UOM master click on add UOM master and enter the UOM and description and
click on create UOM’s can be either edited or can be deleted
Click on add master item in item master management enter the data and click on save
Down load the excel template User can upload the bulk item through an excel click on
upload bulk items
The downloaded excel enter the data of UOM, item code, group name which are added in
the system enter the data and save the file and click on browse and upload it by entering
the rows count
All the uploaded items will be shown in list below As an user add the technical
parameters for the item click on add technical parameters
User can upload the parameters list by clicking on upload parameters Click on download
excel sheet
Enter the parameters list in the excel sheet save and upload into the application
All the parameters uploaded will be shown in the table below for that item
After uploading the master data of items Go to the enquiry creation and select the
procurement type as products and evaluation type as Schedule Wise Enter the tender info
and click on save and continue
The unique tender ID will be created along with procurement information and redirects to
tender dashboard click on schedule details
Schedule name will be unique for the tender Enter the schedule name and description
click on save
Here we can add items from Item master or bulk item upload sheet from excel format.
Select the required Schedule and required items from item master management.
Select the item list and click on add to schedule
Click on delivery location for an item
Click on set for all items enter the area, store, quantity and delivery period and click on
add location
Display of delivery location status as filled and click on save user can also set the spares,
accessories and maintenance for all items
Entry of EMD Credentials – Dept. Side
Select required Schedule and enter the EMD details as per schedule, also select the mode of
payment and click on save
Upload of Tender Related Documents
Upload the documents with the below mentioned formats and with valid DSC
Supporting Documents Required from Vendor
Select the documents which are mandatory or if needed any new document click on add
new and click on save and previous
Fill the terms and conditions and click on save and previous
Select the decrypters of minimum two and click on add decrypters and previous, User can
assign the different department user also for decryption
Click on the configure stages select the schema and click on save
Updating of stage information uploading of stage forms click on stage forms
click on stage forms
Fill technical parameters for each schedule and save and click on save & continue
After filling the technical parameters the action icon changes to green and click on save and
continue
Select whether samples submitted are applicable or not click on save and previous
Click on stage forms of commercial after PQ stage
Select the required schedule and fill the commercial stage forms
Display of criteria filled status to YES click on save and continue
Enter the comments and click on submit for approval since the tender has been floated by
initiator it will be going to DSE for further approval
User enters the comments and clicks on approve with his DSC and will publish the tender
system will capture the IP address