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Placing surrogate bids for all bidders using a downloaded template

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

Note:
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. Ensure that the Update Summary only includes the specific columns that you wanted to edit.

Surrogate_Bidding_Change_Summary.png
Figure 1. Surrogate Bidding - Pending change summary
  1. Go to Invite > Surrogate Bidding.
  2. In the Upload area, click Download the latest bidder data.
  3. Open the Excel file.
  4. Enter the bids in the bid sheet.
  5. Save the Excel file.
  6. Upload the Excel file.
    1. Return to the Upload area on the Surrogate Bidding page.
    2. Click choose a file.
    3. Navigate to the location of the Excel file, select the file, and then click Open.
  7. Review the pending changes and click Confirm.