Creating a bidder group

Purchasers can create a bidder group both online and offline. Online, Purchasers can choose between manually adding Bidders to a group, or automatically adding Bidders.  The automatic group uses conditions based on the bidder total score, or a specific question score.

Creating a Bidder group online

  1. Go to Evaluate > Bidder Groups
  2. Click + Add bidder group
  3. Name: Rename the bidder group
  4. Select the Bidder group type from the dropdown:
    1. Manual selection: Manually select each Bidder for this group
    2. Automated condition: Add conditions to automatically select Bidders for this group
  5. Click Save
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Figure 1. Create a Bidder group online

Manual selection

  1. Configure the group:
    1. Click the group name
    2. Select the checkboxes of the bidders you want to add to the group
    3. In the top-right corner of the page, click Save changes

Automatic condition

  1. Configure the group:
    1. Choose between Total scoring or Question scoring in the dropdown field
    2. Select an operator option
    3. Add a value
  2. Once the conditions are listed, the Bidder list will populate
  3. Click Save changes, or + Add RFI scoring condition
    • To add another RFI scoring condition, choose between AND/OR logic 
    • Choose the RFI scoring conditions, and continue to add more conditions, or click Save changes

To remove a condition, select - Remove condition and click Save changes.

The Bidder group is added with an indication of how many conditions have been included.

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Figure 2. Conditions added to a Bidder group

Creating Bidder groups offline

  1. Go to Evaluate > Bidder Groups
  2. Click Import bidder groups
  3. Click Download file
  4. Open the downloaded file
    1. Create bidder groups by adding the group name as a new column. The group name should only be added in row Group name.
    2. Add bidders to a bidder group by entering "TRUE" on the relevant group
  5. Save the file
  6. Go to Evaluate > Bidder Groups
  7. Click Import bidder groups
  8. Upload the file

Figure 3. Create a Bidder group offline

You can update the name of a Bidder group by modifying the column headers within the Group Name row. Values under Current Group Name should not be edited as these represent the current group names in Keelvar and are used for data mapping purposes.

Creating a bidder group offline only applies to manual groups.