The 'Bid Sheet Design' screen allows you to finalize the lots and columns that bidders will see, and also determine the information that bidders will enter, such as pricing and lead time information.
From this screen you can create attributes and lots from scratch or edit content already entered or imported.
From the 'Event Settings' screen, you'll specify if the Bid Sheet is available online only, offline only (as an Excel download), or both online and offline. By default, bidders will see a tab/worksheet called 'Bid Sheet'. To change the name, click the edit icon next to the 'Bid Sheet' label at the bottom of the bidder preview table on the 'Overview' tab and edit it. Click the checkmark icon to save the new name, or click the cancel icon to ignore the change.
Use the 'Bid Sheet Design' screen to:
Add, Modify, and Delete Columns
It's advisable to first create/edit the columns and then add the lots. Please refer to this article for information on the various column types, and the options available for each one. To view the ‘Bid Sheet Columns’ screen click ‘Edit columns’ near the top left of the ‘Bid Sheet Design’ screen. Then, you can do the following:
- Add a column: To add a column, click on ‘Add a column’.
- Edit a column: Column settings for 'Type', 'Input by', 'Visibility', and 'Requirement' can be changed directly on the screen by selecting the appropriate drop-down option. To edit other settings for a column, click the 'Edit' button on the far right.
- Change the order of columns: To change the column order, click the 'Arrange columns' button and then drag-and-drop a column to the correct position (or use the arrow keys on the far right), and then click 'Save changes'.
- Delete a column: To delete a column click the down arrow icon on the far right and select 'Delete column'.
- Select purchaser-entered columns to add to reports: Click on the star icon to the left of each purchaser-entered column you'd like to add to downloadable reports.
|Click directly on the column name to edit the name.|
Click the 'Bid Sheet Design' link at the top left to return to the main screen (click image below to view a larger version).
Manage Formula Columns
Formula (calculated) columns can be used to display subtotals to bidders, and to break-up the cost calculation into manageable pieces. When adding a column from the 'Bid Sheet Columns' screen, check the box 'Calculate values with a formula' to convert the column to a formula attribute. Users can enter a formula using the same functionality found on the 'Cost Calculation' screen.
Add, Modify, and Delete Lots (Rows)
- Adding a lot: Scroll to the last row (you may have to use the pagination controls to go to the last page). Enter a value in the lot identifier column and then click the plus sign. Complete the purchaser-entered columns for the newly added lot.
- Editing a lot: To edit a lot, simply click on each cell that needs to be changed and modify the value.
- Deleting a lot: Check the box to the left of the first column for each row, and then select ‘Rows’ – ‘Delete N rows’. Use the 'Select all' option (labeled as '1' in Figure 2) to select and delete all rows.
Keelvar Sourcing Optimizer allows you to tell the system which attribute (column) contains information such as ‘Historical Price’, ‘Reserve Price’, and the ‘Bid Decrement’. This is called ‘Map[ping] to a column’ in the system.
The mapped information can then be leveraged by the system in various areas. For example, if you provide and then map historical pricing data, Sourcing Optimizer will be able to display this data in the Scenario Results report alongside the pricing for the allocated bidders.
Here are the mappings currently available and what they allow:
- Historical Price – Allows users to view a ‘Historical Price’ column in the ‘Scenario Results’ report, and display savings information.
- Reserve – The system will display a ‘Reserve met’ column on the bidder side, with bids equal to or under the reserve price shown with a blue indicator and those above the reserve price shown with a gray indicator.
- Bid Decrement – To encourage competitive bids, the default bid decrement is the minimum reduction from the current bid (e.g., if the minimum bid decrement is $5.00 and a bidder's current bid is $97.00 then the next bid must be at least $92.00). Note that auction events allow users to create sophisticated bid decrement formulas. Please refer to the 'Event Settings' article for more details.
- Feedback Target – To use this mapping, you must turn on ‘Traffic Light Feedback’ from the ‘Event Settings’ screen. This mapping can be used in one of two ways (select the appropriate option by clicking 'Show advanced options' under the 'Traffic Light Feedback' section in 'Event Settings'):
- Display a red traffic light if the feedback target hasn't been met. Once the target has been met, then the traffic light feedback will be based on the bidder's rank.
- Calculate feedback based on proximity to the feedback target.
- Minimum Bid Value and Maximum Bid Value – Bidders will receive an error message if they enter values that are beyond the limit(s) set by these mappings.
To map a column, first click on the gear icon at the top of the screen (Figure 3).
Then, choose the information you’d like to map (e.g., ‘Historical Price’). Finally, choose the column that contains this information and click ‘Create Mapping’.
|Only purchaser-entered Currency or Number attributes can be mapped to one of the above fields.|