Offers
Jakamo Offers app ables suppliers to share offers to their customers. Typically offers are not supplier originated, they are based on offer requests sent by a customer.
Offers app is the second phase in the complete end-to-end supply chain process in Jakamo. Other parts in the process are Jakamo Offer Requests app and Jakamo Orders app with it's extensions like ASN and Forecasts apps. Jakamo supply chain process has some automation built in it. When suppliers respond to RFQs, those reponses are actually converted to Jakamo Offers items.
Jakamo Offers app is the pahse 4 on the complete end-to-end Jakamo supply chain process picture below. Items originated as RFQs in phases 1-2 are converted automatically into Offer items in phases 3-4:
1. Offers list view
The offers list view displays all the offers your company has sent and received. Note the separate sent and received tabs under the filters. The list view gives basic information about the offers. Each row represents a single offer. It’s possible to filter and sort the list view, for example, by offer statuses. The filtering options and search feature helps the user to find a specific offer.
2. Offers in Jakamo
Jakamo is a standard platform, which means that each Offer item in Jakamo has similar layouts to both parties, supplier (= owner, author) and customer (= Offer is shared with). Both parties see the Offers similarly and all the updates are available for all the sharing parties at the same time.
Offer forms out of standard sections on the picture below, sections are described under the picture:
2.1 Sharing
Sharing section shows the Owner company and Shared with -company, in other words seller and buyer companies repectively. Sharing authorizes this specific order to be visible only to the companies a specific Offer is shared with.
When adding a new Offer, companies can be searched from the list with or with not typing their names first on the Filter by name textbox. By hitting the company name, it will be added to shared with company listing. Comapnies already added are marked with bolded text.
- Owner company = selling company, a company that has created the offer item.
- Shared with = buyer company, a company an offer is sent to.
2.2 Status
Offer status shows for the users in which phase this offer is proceeding. Unlike in most of the Jakamo apps, five statuses are available: Open, Ordered, Canceled Rejected and Closed. Statuses can be manually set to Canceled or Closed by the Owner company, i.e. the company who has made the offer. Thise statuses can be set by hitting the blue CANCEL or CLOSE icons from the single offer view.
Status can be set to Rejected by the company an offer has been shared with, i.e. the company that received the offer. This can be done in the Jakamo user interface by hitting the blue REJECT icon from the top part of the single offer view, or from the list view by hitting the orange ACTIONS icon and by choosing REJECT after that.
Even if the status was set to Rejected by the receiver company of the offer, the users from that company can still make an offer by hitting the orange ORDER icon.
Status can be set to Ordered by the company an offer has been shared with, i.e. the company that received the offer. This can be done in the Jakamo web user interface by hitting the blue MAKE AN ORDER icon from the top part of the single offer view, or from the list view by hitting the orange ACTIONS icon and by choosing ORDER after that.
By doing so, a new Order item will be automatically generated, with item rows copied from the offer item.
However, customers can make an order with existing line items in their ERP systems integrated to Jakamo.
2.3 Basic info
Basic info includes summarized basic details about the Offer: Offer name, number, ID, validity period, approximate numeric price, VAT%, pricing info and additional infos. Also the RFQ behind the offer can be chosen from the dropdown menu.
2.4 Users
Jakamo users related to the Offer item are presented in the Users section. Jakamo users can be assigned to be a responsible users of an existing item in Jakamo. The creator of the offer item is an Author user of the item. One or more responsible users can be set to the item from Author or Shared with -companies. See more about the Author and responsible users from Application functionalities page.
2.5 Tags
Tags can be used to categorize Offers in Jakamo in a customized way. See more about how to use tags on the Jakamo item. See also how to pre-define tags by creating tag groups on Jakamo company settings.
2.6 Offer rows
Offer rows are most essential content in Offer, aside Basic info. Offer for multiple items can be done by adding different items to separate rows. Item name and Quantity are mandatory fields, other can be used when suitable.
Basic details about the items are presented on the row by default. There are several additional details to be added for separate line items. These can acccesd by hitting the blue + sign on left end of the row for each line item. In picture below, this has been done for the bottom row NO. 2. Upper row NO. 1 shows the basic details for the first line item.
2.7 Tasks
Task can be used to manage and automatically remind users to do different kinds of activities related to the individual offer. Tasks are explained more in detail on Application functionalities page.
2.8 Files
Offer can contain different kinds of files as an attachment. These can be drawings, pictures, material lists etc. See how to upload or download files and how to use folders to help navigate when having multiple attachments on the Application functionalities page.
2.9 Discussion
The discussion section is a forum where all the discussion related to individual offer is conducted. Discussion section is visible after supplier has submitted the offer. See more in detail on how to use the discussion section on the Application functionalities page.
2.10 Submitting an Offer
After all necessary sections descriped above are filled, by hitting the orange SUBMIT icon from the bottom part of the offer view, it will be shared with the companies selcted in Sharing section.
3. Receiving an Offer in Jakamo
When your company receives an offer from the supplier, after considering the offer, you can either make an order based on the offer or reject the order. Order can be done in the Jakamo web user interface by hitting either blue ORDER -icon from the top right corner on the single offer view. If you deccide not to order, it can be done by hitting the blue REJECT -icon next to ORDER -icon.
In that sense, orders are not that typically made in Jakamo web user interface as described above.
3.1. Comparing multiple offers
If your company has sent a specific RFQ to more than one supplier and your suppliers have responded with an offer, comparison for the offers is done automatically in Jakamo. For comparison, one need to navigate to RFQ app, and open the RFQ in question by clicking on it in the list view for sent RFQs.
In sharing section all companies the RFQ is shared are shown. In addition, companies that have made an offer have OFFERED label after their name and companies that have rejected the RFQ have REJECTED label. By hitting the OFFERED label, the offer in question is opened.
In received offers section all offers are summarized and ranked. Ranking is done solely based on the price for the whole order. If there's more than one offer row, price is cumulative price for all of the rows. Lowest price is ranked first, next lowest to second an so on. By hitting the blue XLS icon, spreadsheed about the offer in question is downloaded.
3.2. Detailed comparison
Dark blue SHOW DETAILED COMPARISON -icon in the received offers section opens up a new pop-up window for more accurate comparison. There are three possible layouts to choose from the top part in detailed comparison: OVERVIEW is basically the layout shown in Received offers section. In OFFER ROWS layout one specific row from the offer can be examined. OFFER MATRIX usually is the most informative one. Each row is compared and ranked seperately, and all the rows together in the TOTAL line.
With OFFER MATRIX detalied comparison is simple. By comparing different rows, result might for instance be that some items will be ordered from the supplier a and some from the supplier b.
Didn't you find what you were looking for? Send email to Jakamo support (support@thejakamo.com) and we will help you.