Vendor Instructions - Export Upload BidBuy Line Items.pdf

PDF 142 KB Posted

Attached to
JPMC Tires
Solicitation number
24-416CMS-BOSS4-B-41770
Issued by
Cook County, Illinois

About this file

This document provides vendor instructions for the optional "Export/Upload Items" feature in the BidBuy system for a state and local contract opportunity. The contract opportunity, titled "JPMC Tires," is located in the state of Illinois. The instructions detail the process for exporting line items from BidBuy, entering pricing in an Excel document, and then uploading the updated pricing back into the quote. The document emphasizes that this feature is optional, and vendors can always manually enter or edit pricing for each line item directly in BidBuy.

The pricing information is the only element that can be updated through the export/upload process, as any edits to the item description, quantity, or unit of measure will not be reflected in the quote. Vendors are instructed to save the exported file in the required .csv format and follow the specific steps for uploading the updated pricing back into BidBuy. No other details about the contract opportunity, such as the scope of work, project timeline, or evaluation criteria, are provided in this document.

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V23.1 Vendor Instructions: Export/Upload Items

Vendor Instructions: Export/Upload Items Feature Optional use: this feature allows you to export the line items to a separate Excel document, enter pricing, and upload back into your quote in BidBuy. This feature streamlines the process for entering pricing when there are a large number of line items. Please note: Export/Upload Item process is completely optional and you are always able to manually enter or edit pricing for each line item in BidBuy.

1. Items Tab in BidBuy– select “Export Items” at the bottom.

2. Open the downloaded document in Excel. (Mac users: right-click in Downloads and

“open with>Excel.” Do not open in Numbers and export to Excel.)

IMPORTANT: the file type is saved in .csv and must remain in this format for a successful upload. If you save it in another format, you will receive an error when attempting to upload.

3. Enter pricing for each line item in the “Unit Cost” column (Column H).

Please note: any edits you may make to Description (column E), Quantity (column F), or Unit of Measure (column G) will not upload to your quote.

4. Save. Do NOT change the file format. As instructed above, it should stay in .csv file format.

5. Items Tab in BidBuy – select “Upload Items” at the bottom.

6. Select “Choose File” and choose your document.

The document name includes your quote number. For example:

“Q00020635_Q_ItemExport.csv”

7. Select “Save & Exit.” A dialog box will appear. Select “OK.”

8. Your updated items (including price) will appear. You may manually edit any line item within the Items Tab if you choose. Complete the quote and submit on the Summary Tab.

File details come from the government source that posted it. Updated .