Design: Upload

Uploading and Mapping Event Data

Attribute Types

Advanced Options

Import Event Data

Uploading and Mapping Event Data

Instead of manually creating the RFQ or auction content (called the ‘Bid Sheet Design’ in Sourcing Optimizer), you can upload it using an Excel file (.xlsx format). Refer to Figure 1 in this article for an example of the layout.

Click ‘Select Excel file’, find the file on your computer, and click ‘Open’.

Upon uploading the file, Sourcing Optimizer displays the attribute names (what columns are called in the tool), and the first five rows of data from your file.

Before Sourcing Optimizer can import your data, it needs to know which column uniquely identifies your lots. Select the applicable column (e.g., 'Lot ID') from from the ‘Choose identifier column:’ field and click ‘Submit’.

Figure 1: Select Identifier Column
You can replace an uploaded bid sheet design with updated information that's imported using the 'Re-upload' button on this screen, rather than making the changes online. Additional attributes (columns) and lots (rows) can be easily added by importing them.

You’ll see a message stating that ‘N/N columns [are] mapped for import’.

Sourcing Optimizer has gone through and automatically determined the attribute type for all the columns (e.g., ‘Lot ID’ would be set to ‘Mandatory Text’).

Also, if a column already contains values, then the tool will set the ‘Input by’ to ‘Purchaser’ (whereas empty columns will have the ‘Input by’ defaulted to ‘Bidder’).

Note that all empty (bidder-entered) columns will have the attribute type automatically set to ‘Currency’.

Numbers in your CSV file should not have commas if mapped to ‘Number’ or 'Currency' attributes. Otherwise, you’ll receive an error message while attempting to import the file.

Attribute Types

Here is some further detail on the attribute types:

  • Text
    • Input can be by:
      • The purchaser, for information you’re providing to the carriers.
      • The purchaser with bidder-specific values (e.g., you would use the 'Starting Bids' screen to enter a value of '100' for Supplier A and a value of '80' for Supplier B).
      • Bidder, for information they need to provide.
    • Input requirement:
      • Mandatory – the user cannot leave this attribute null/empty.
      • Optional – the attribute can be left null/empty.
    • Bidder visible: Either visible or not visible (hidden), meaning that the column won’t appear on the bidder side.
    • Restrict input values:
      • Restricted values: Create a drop-down list by entering values separated by commas (e.g., 30 days, 45 days, 60 days, 90 days).
  • Number
    • Specify the number of decimal places using the drop-down box under 'Input type'.
    • Restricted values: Create a drop-down list by entering numbers separated by commas (e.g., 1, 100, 1000).
    • Minimum value: Enter the minimum acceptable value.
    • Maximum value: Enter the maximum acceptable value.
    • The other options are the same as for Text attributes.
  • Currency
    • The default is 2 decimal places.
    • All the other basic options are the same as for Number, such as the ability to restrict input values.
    • See the section below for information about the ‘Show advanced options’ feature for Currency attributes.

To edit an attribute prior to importing, such as changing the attribute type from 'Number' to 'Currency' , click the down-arrow icon next to the attribute and then click ‘View Attribute’. Make the change(s) and then click 'Update'.

Columns not visible to bidders display a lock icon
Figure 2: Lock Icon

Advanced Options

When adding or editing currency attributes, you’ll see ‘Show advanced options’ near the bottom of the pop-up window. 

This area lets you set the currency for purchaser-input fields.

For bidder-input fields, specify whether the currency is set by the purchaser or bidder. If the currency is set by the purchaser, there’s a ‘Currency’ field you can use to select the currency for the attribute (based on the list you created on the ‘Overview’ subtask).

Import Event Data

Click 'Import' once you're satisfied with all of the attribute settings (the input type for each attribute, for example). You should see the following message: Successfully imported N/N columns.

Click on the ‘Bid Sheet Design’ subtask from the navigation pane to modify any imported data.

Note that you can change the settings for an attribute from the 'Bid Sheet Design' screen. However, you won't be able to modify the input type from 'Currency' or 'Number' to 'Text' (or vice-versa) for attributes with data, once imported.
If you made a mistake (e.g., uploaded the wrong file) and need to start over, click the ‘Reset’ button and then click ‘Yes, reset’. You can then upload another file. All existing attributes and mappings will be reset to the last published state (blank if this is the first upload).
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  • 0
    Ellen Buchanan

    Hello - can someone help me activate an account so we can upload csv files? Thank you


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