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Adding a new column to your bid sheet offline

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

Figure 1. Adding a column offline

When adding columns offline, ensure that you enter the relevant column metadata information in rows 2-6, leave the Current Column Names row empty, but enter the column name in the row immediately below it.

To add a new column 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 column.
    1. Insert the column in the area of the bid sheet you want to place it.
    2. Select or enter the Data Type, Input By, Bidder Visible?, Mandatory?, and Column Role information.
    3. In the row below the Current Column Names row, enter the column name.
    4. Optional: If the column is a purchaser-input column, populate the column as required.
  4. Optional: Repeat Step 3 to add more columns.
  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 columns were successfully added.