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How to use a 'Grouped Products with zones| Bill format' when exporting tender & application documents

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Tender formats

There are various different template formats Chalkstring can produce a tender in. This article covers the Grouped Products with zones format.

The 'Grouped Products with zones| Bill format' format produces and exported tender including any products groups which have been setup in Chalkstring. This format more closely mirrors a 'Industry standard' type bill format. See the example below.

Product groups must be setup via the rate build up page before using this tender format.

The 'Grouped Products | Bill format' tender export format.

A. Zones details

Shows the different zones where quantities are required for a product

B. Product details

Shows the different products, names and descriptions. These will be split out in the same format and order as the groups that have been setup on the rate build up page in Chalkstring.

C. Product values and quantities

Shows the individual zone rate, quantities  and total value.

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How to change to tender format

  1. Expand the main Chalkstring black menu bar and click the ‘Projects’ menu.
  2. Select the project that you want to view the assessment for.
  3. From the 'Work packages' section, locate the work package and assessment you require.
  4. Click the assessment name.

The assessment configuration page gives the option to change your document formats in which you want your tender and subsequent application documents to be exported. 

A. Click the white cog button to open the 'Assessment configuration' page

B. Choose from the document formats

'Products x zones | Bill format'

'Components x zones | Grid format | Values'

'Products x zones | Grid format | Cumulative values'

'Zones x products | Grid format | Quantities & values'. 

'Budget only format'

'Grouped products | Bill format'

'Grouped product with zones | Bill format'

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Application for payment

The template format selected from the assessment configuration page will also update the format your applications for payment are produced in. Your applications will be the same as the tender format, but will also include additional columns for progress completed, value being applied for and outstanding values.

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