Uploading Sections to a Bid Request

  • Updated

The Sourcing module simplifies the creation of item and requirement sections. Allowing users to upload large sets of bidding requirements via a CSV spreadsheet. This process involves downloading a specific template, populating the required information, and uploading the file back into Unimarket.

 

Accessing the Bid Requests Screen

  1. Navigate: Select the Administration module > click Sourcing.

  2. Sections Tab: The Bid Requests screen will populate > click the Sections tab (or Requirements tab in the bid creation flow).

     

Item Section Upload (RFQ Bid Requests Only)

The Item Section upload feature is exclusively for RFQ Bid Requests.

  1. Initiate Upload: Select Upload Item Sections > a pop-up box will appear.

  2. Download Template: Select Download Template to get the Excel file.

  3. Update File: Open the Excel file for editing. Insert all required information (refer to the specifications below).

  4. Upload: Save the updated file as a CSV file > click Browse > select OK.

 

  1. Next Step: Once the Item Section upload is complete, you must manually add requirements for each section. Then, select Continue to proceed to the Suppliers tab.

 

Item Section Template Specifications

ColumnDescriptionMandatoryNotes on Usage
CODEProduct code or SKU number.N 
REQUIREMENTThe name of the product you would like a quote for.Y 
SECTIONThe section name for grouping items (e.g., 'Materials').Y 
SECTION_ALLOW_SUBSTITUTEValue of "Yes" allows substitutes for all items in the section; "No" defaults to not allow them.NMust only be marked on the first item of a section.
SECTION_BASE_REQUIREDOnly required when allowing substitutes. "Yes" requires suppliers to still quote the original item; "No" does not.NMust only be marked on the first item of a section.
CATEGORYThe UNSPSC category of the item.N 
QUANTITYHow many of the item you want suppliers to quote for.Y 
UNIT_OF_MEASUREThe unit of measure (e.g., EA [Each]).Y 
DELIVERY_DATEThe date you expect the item to be delivered.N 
MANUFACTURER_PART_IDAn optional manufacturer part ID (useful for specific models).N 
ALLOW_SUBSTITUTEValue of "Yes" allows substitutes for this specific item; "No" does not.N 
BASE_REQUIREDOnly required when allowing substitutes. "Yes" requires quoting the original product; "No" does not.N 

Requirement Section Upload

This method is used to upload questions or requirements (typically for RFP/RFI Bid Requests).

  1. Initiate Upload: Select Use Offline Template > a pop-up box will appear.

  2. Download Template: Click Download Template for the Excel CSV file. (You can also select Download Specification to learn more about the template requirements).

  3. Update File: Open the Excel file for editing. Insert all required information (refer to the specifications below).

  4. Upload: Save the updated template as a CSV file > click Browse > select the desired template > click OK once the upload is successful.

 

  1. Next Step: Once the Requirement Section upload is complete, you must manually add requirements for each section. Then, select Continue to proceed to the Suppliers tab.

 

Requirement Section Template Specifications

ColumnDescriptionMandatory
TYPEInsert S for Section or R for Requirement. Character limit up to 20.Y
NAMEManually key in the desired Section name or Question.Y
EVALUATEMandatory if S (Section) was added for TYPE. Insert Y to enable evaluation or N to disable.N
MANDATORYMandatory if S (Section) was added for TYPE. Insert Y for mandatory or N for optional.N
DESCRIPTIONOptional description text. Character limit up to 2000.N
ATTACHMENTKey in DISALLOWED, OPTIONAL, or MANDATORY (capitalization required).N
COMMENTKey in DISALLOWED, OPTIONAL, or MANDATORY (capitalization required).N
REQUIREMENT_DATA_TYPEMandatory if R (Requirement) was added for TYPE. Insert TEXT, YES_NO, or PICKLIST (capitalization and underscore required).N
OPTIONSInserting a comma separates options for PICKLIST data type.N