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Placing surrogate bids for individual bidders using a downloaded template

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You can place surrogate bids for individual bidders offline using a downloaded Excel file. After you enter the bid data, return to Sourcing Optimizer to upload the file.

Downloading an individual bidder's bid data
Figure 1. Downloading an individual bidder's bid data
  1. Go to Invite > Surrogate Bidding.
  2. In the Bidders overview area, click edit bids in the bidder row of the bidder you want to place surrogate bids for. The Edit bid area opens.
  3. Click Offline bidding.
  4. Click Download.
  5. Open the Excel file.
  6. Click the Bid Sheet worksheet.
  7. Enter the bids in the bid sheet.
  8. Save the Excel file.
  9. Upload the Excel file.
    1. Return to the Edit bid area for the bidder you are placing surrogate bids for.
    2. Click Offline bidding.
    3. Click Upload.
    4. Navigate to the location of the Excel file, select the file, and then click Open.

Sourcing Optimizer validates the file during the upload process; the file will be rejected if there are validation issues.

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