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Adding a new lot to your bid sheet offline

  • Updated

You can add a new lot to your bid sheet offline using Excel. After you add the new lot or lots, return to Sourcing Optimizer to upload the bid sheet.

Figure 1. Adding a lot offline

When adding lots offline, ensure that you leave column A (the column with the dark gray background that lists the column metadata types) of the Bid Sheet worksheet empty and enter the lot identifier in the column that has been assigned the Lot ID column role.

To add a new lot to your bid sheet offline, complete the following steps:

  1. Download the current bid sheet.
    1. Go to Design > Bid Sheet.
    2. On the Overview tab, in the Download area, click download.
  2. Open the downloaded Excel file and click the Bid Sheet worksheet.
  3. Add the new lot.
    1. In the column that has been assigned the Lot ID column role, in a new row, enter the lot identifier for the new lot.
    2. Enter the remaining lot information in each column.
  4. Optional: Repeat Step 3 for each new lot you want to add.
  5. Save the Excel file.
  6. Upload the Excel file.
    1. Go to Design > Bid Sheet.
    2. On the Overview tab, under Upload your existing design, click choose a file.
    3. 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.
  7. Review the details of the processed upload to ensure the new lots were successfully added.