OTM TRC project training material

• Presented by: OTM team

•
•

Confidential Property of Schneider Electric | page 1

STEP 3- AWARDING SPOT-CONTRACT
STEPS-1 & 2 are explained in User Guide Part-1
STEP 3 OF SPOT-QUOTE – AWARDING SPOT QUOTE
( EXPLAINED IN DETAIL IN THIS PPT)
AWARDING SPOT-CONTRACT

involves

 Steps:

1. Downloading Bid details for each supplier report from Report Manager in OTM

2. Evaluation of the detailed quotations(70 columns) for each supplier from this report

3. Checking the amount quoted by the suppliers in OTM

4. Selecting the supplier to whom bid is to be awarded

Shipment – view the details quoted by the Carriers (FROM REPORT
Go to Home Screen of OTM & Click on Report Manager

Click here
Shipment – view the details quoted by the Carriers (FROM REPORT
Click on Run in BID DETAILS OF EACH SUPPLIER Report

Click here
Shipment – view the details quoted by the Carriers (FROM REPORT

Enter
Shipment ID
noted earlier

Click here Open the report

Shipment – view the details quoted by the Carriers (FROM REPORT

Here the details (uploaded by the invited

suppliers for this shipment) in 70 columns of
TRC format can be seen.

So, details can be evaluated for each carrier here

Shipment – view the bid amount by the Carriers
Go to Home Screen of OTM & Click on SPOT Quote  ONLINE_TENDER

click here
Shipment – view the bid amount by the Carriers

Enter the Shipment ID

that we noted earlier
& select ‘Contains’
from the drop down

Click here
Shipment – view the bid amount by the Carriers

Click here
Shipment – view the bid amount by the Carriers

Scroll the screen down

Details of
carriers can be
seen here also
Shipment – view the bid amount by the Carriers

Scroll the screen to the bottom

Select Service provider to whom bid is
awarded based on the amount as well
as the 70 columns details

Amount quoted by the

suppliers

156.00USD
Click here to
award the bid
Notification on mail about bid award (MAIL IS NOT FOR PLANNER)
WITH THIS, THE SELECTED CARRIER WILL RECEIVE A MAIL ABOUT THE AWARD.

To carrier whom tender is awarded To carriers whose bids got rejected

Checking/confirming the status of the Bid
Go to Home Screen of OTM & Click on SPOT Quote  Spot Bid- Shipment

Click here
Checking/confirming the status of the Bid

Select Contains from

the dropdown

Enter
Shipment ID
noted earlier

Click here
Checking/confirming the status of the Bid

The selected carrier

is displayed here
instead of DUMMY.

Status has now changed

to ACCEPTED

With this, the Spot-Quote Process is over. The carrier can start providing its
services for the shipment after this step.
 THANK YOU

Confidential Property of Schneider Electric | Page 35