Vendor Instructions Export Upload Items 06 01 23.docx

DOCX document 59 KB Posted

Attached to
JPMC Gasoline, Diesel, Biodiesel Fuel
Solicitation number
24-416CMS-BOSS4-B-39771
Issued by
Boone County, Illinois

About this file

The document is Vendor Instructions for the Export/Upload Items feature related to a state and local contract opportunity in Illinois. This optional feature allows vendors to export the line items to an Excel document, enter pricing, and upload the pricing information back into their quote in the BidBuy system. It outlines the specific steps vendors must follow to successfully utilize this feature, including downloading the exported file, entering pricing, saving the file in the required .csv format, and uploading the updated file back into BidBuy. The contract opportunity is for JPMC Gasoline, Diesel, and Biodiesel Fuel, but the instructions focus solely on the functionality of the Export/Upload Items feature and do not provide any details about the specific contract, such as quantities, response dates, or contract term.

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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.

V23.1 Vendor Instructions: Export/Upload Items image1.png image2.png image3.png image4.jpeg

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