1. Go to “Procurement”, then select the “Bid” submenu, and select “Bid Sheet Maintenance”.

2. On the View Bid Sheets toolbar, select the New button. 

1. Bid Sheed Code & Name: In the Bid Sheet Details, provide a bid sheet code and name for the new bid, making sure both are relevant to the types of items listed on the bid sheet.

2. Type: select bid from the dropdown. 

3. Property: This field is optional; however, if multiple properties are using the same bid, please specify the relevant property.

4. Buyer: A Buyer must be assigned to the bid sheet. If there are multiple Buyers, a separate bid sheet will need to be created for each one.

5. Select the New button to create the bid sheet. 

To add items to the Bid Sheet, select the Items tab. There are multiple ways to add in items to the bid sheet.

The first way to add in item is by commodity. Note: This method is a brute approach for adding items.

1. On the Commodity Level Search field, click on search. 

2. A Commodity Search List popup window will appear allowing you to select commodity level(s). 

3. Searching and selecting the commodity options: 

1. Click the checkbox next to the commodity level, or use the navigation options to move through the pages until you locate the desired commodity.                                                                                              
2. Use the search criteria to search by commodity level or commodity name, then select search.

4. Once a commodity(s) has been checked, click on Return Selection to return to the items tab on the bids detail page.

5. The Commodity Levels Box will now have all the selected commodities.

6. To fill the bid sheet with the selected commodities, select the Auto-Fill Associated Items. 

7. Be sure to click Update at the top of the toolbar to save the changes on the bid. 

The second option for adding items is by using the Search and Attach Items. One drawback is that the Bid Unit for each item will default to its Base Unit.

1. On the Commodity Level field, click on Search & Attach Items. 

2. A Product Search List popup window will appear, enabling you to search for and select items. Use the arrows to navigate through the pages as needed.

3. Check the items you want to add to the bid sheet, then click on Select Checked to return to the items tab on the bids detail page. 

4. The items will be displayed below. Please note that the unit for each item is its Base Unit.

5. Be sure to click Update at the top of the toolbar to save the changes on the bid. 

The third option for adding items is by using the Item Number Search Box. This option lets you adjust the bid unit before adding the item; however, the drawback is that you can only add items one at a time.

1. On the Item Number field, use the search icon to locate the items you wish to add to the bid sheet. 

2. A Item Search List popup window will appear, enabling you to search for and select items one at a time. Use the arrows to navigate through the pages as needed.

3. Once you check the item you wish to add to the bid, you will be directed back to the items tab on the bids detail page. 

4. Select the price unit for the item, then click New. 

5. The items will be displayed below. 

6. Be sure to click Update at the top of the toolbar to save the changes on the bid. 

1. To add in suppliers that should receive the bid click on the Supplier @-Quote Associations tab.

2. On the Supplier Code field, use the search icon to locate the supplier you wish to add to the bid sheet. 

3. A Supplier Search popup window will appear, enabling you to search for and select the supplier. 

4. Searching and selecting the supplier options: 

1. Click the checkbox next to the supplier, or use the navigation options to move through the pages until you locate the desired supplier.                                                                             
2. Use the search criteria to search by supplier code or name, then select search.

5. Once a supplier(s) has been checked, click on Return Selection to return to the bids detail page. 

6. The supplier(s) will be displayed below. 

7. Be sure to click Update at the top of the toolbar to save the changes on the bid.