Vendor Instructions Export Upload Items v22.1~8.docx
DOCX document 96 KB Posted
- Attached to
- JPMC Passenger Buses
- Solicitation number
- 22-416CMS-BOSS4-B-27266
- Issued by
- Sangamon County, Illinois
About this file
This document is a set of vendor instructions for the "Export/Upload Items" feature of the BidBuy system related to a state and local contract opportunity for JPMC Passenger Buses in the state of Illinois. The instructions outline the optional process for exporting line items to an Excel spreadsheet, entering pricing, and uploading the updated pricing back into the quote in BidBuy. The document provides step-by-step guidance on navigating the export, pricing entry, and upload functionality, as well as key considerations such as maintaining the .csv file format and updating the "No Bid" column.
The pricing entry and upload process is described as a way to streamline the process of entering pricing when there are a large number of line items. While this feature is optional, vendors are still able to manually enter or edit pricing for each line item directly in BidBuy if preferred. No additional details are provided about the specific JPMC Passenger Buses contract opportunity, such as item quantities, response due dates, or contract term.
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Text version
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. If applicable, information added in Alternate Description (column O) will upload to your quote.
4. For any item where pricing was entered, update No Bid (column L) from “Y” to “N.” Each line item defaults to “Y” when initially exported and needs to be updated for a successful upload. Here is an example of the error you will see if you do not update column L but entered a price for that line item:
5. Save. Do NOT change the file format. As instructed above, it should stay in .csv file format.
6. Items Tab in BidBuy – select “Upload Items” at the bottom.
7. Select “Choose File” and choose your document.
The document name includes your quote number. For example: “Q00020635_Q_ItemExport.csv”
8. Select “Save & Exit.” A dialog box will appear. Select “OK.”
9. 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.
V22.1 Vendor Instructions: Export/Upload Items image4.png image1.png image2.png image3.png image5.jpeg
File details come from the government source that posted it. Updated .