To configure lot bonuses and maluses using a downloaded template, complete the following steps:
- Go to Invite > Bidders.
- Click the Bonus/malus tab.
- In the Upload area, click Download the bonus/malus configuration file.
- Click Download file.
- Open the downloaded Excel file and configure either the % Bonus/Malus column or the Turnover Bonus/Malus column for each lot as required.
- Enter a value in the % Bonus/Malus column to apply the adjustment as a percentage of the bid.
- Enter a value in the Turnover Bonus/Malus column to apply the adjustment as a fixed value to the bid.
- Save the Excel file.
- Upload the Excel file.
- Return to the Upload area on the Bonus/malus tab.
- Click choose a file.
- Navigate to the location of the Excel file, select the file, and then click Open.
Alternatively, you can drag and drop the file into the Upload area.
Sourcing Optimizer validates the file during the upload process; the file will be rejected if there are validation issues. A summary of changes is displayed after the file is successfully uploaded.