Line Items

Add line items

For each request for quote or reverse auction event, you will need to add line items. Each line item includes details about the items or services you want to purchase. You can add up to 150 line items to an event, but you’ll want to ensure that all items and services are related. Line items can be automatically created from an integration with your purchasing application, manually entered, or imported from Excel template.

Line item types

Item

A single type of item you want to purchase. Suppliers will be able to quote on the item and suggest alternative items. See item field descriptions:

*Required	Supplier recommendation data	Additional information area

Field	Description
Manufacturer	Enter the manufacturer name for the item. This field is optional but recommended to improve supplier recommendations.
MFG part #	Enter the manufacturer's part number for the item. This field is optional but recommended to improve supplier recommendations.
Description	Enter a brief description of the line item. You can enter up to 4000 characters. This description helps to improve your supplier matches. See Descriptions for more information.
UOM	Select a unit of measure. The default value is Each. For more information, see Available UOMs.
Quantity	Enter the quantity of the item or service needed. The quantity measure is based on your selected UOM. This value can contain up to 2 decimal places (e.g., 1.25 acres). When enabled, you can add additional quantities to potentially benefit from tiered and volume-based pricing. For more information, see Request Additional Quantities.
Benchmark	Enter a benchmark price, such as the last price you paid, in the event currency (up to two decimal places). Adding a benchmark helps you track costs, compare prices, and identify savings opportunities. See: Benchmark. Benchmarks can be added manually, imported from your purchasing application, or suggested from historical data (optional). This value doesn’t update automatically if the event currency changes unless your company has enabled automatic updates (optional).
Suppler part #	Enter a supplier's part number. This can be used to match to price book items when enabled and is only available when price books are enabled.
Auto quoting #	Enter a supplier's item number. This is used when integrated quoting is enabled to automatically get quotes from suppliers and is not visible to suppliers invited to the event. To turn on this feature, contact your Fairmarkit Customer Success Manager.
Comments	Enter a comment specific to the line item. Comments can contain up to 5,000 characters.
Date Range	Select the start date and end date for the date range. This is typically used for services and software subscriptions and licenses.
Category	Add one or more categories or category/subcategory combinations (e.g., IT Hardware and Laptops) to define your event. Categories and subcategories are defined when your company was set up in Fairmarkit. They’re made to match your business practices and can be used to organize and track your analytics in a way that makes sense to your organization. Customer categories can be turned on at the event or line item level; to turn on categories at the line item level, contact your Fairmarkit Customer Success Manager.
Attachments	Add attachments that are specific to the line item. For example, you may want to attach a specification or design document to explain a line item further. Multiple attachments can be added. File names cannot be longer than 255 characters. Click the remove button to delete an attachment.
Internal Tags	Add additional information about the line item. Information is added as free text key and value pairs. You can define multiple keys and multiple values for a single key. These are internal values that are not available to suppliers.

Group

A single type of item you want to purchase with a list of acceptable options. Suppliers will be able to quote on the items in the list but cannot add alternative items. See group field descriptions

Service

A single type of service you want to purchase. See service field descriptions

Add a line item

1. From your event, click one of the following buttons to add a line item:

   • Add Item

   • Add Group

   • Add Service

   • Add Group Service

2. Enter the following required fields. All other fields are optional, but you’ll receive better quotes if you provide suppliers with more information.

   • Description

   • UOM

   • Quantity

Import / Export

When manually creating an event with many line items, you can import lines to make the process faster. For more information, see the topic specific to the type of event you're creating.

• Request for quote

• Reverse auction

Reorder line items

• To reorder your line items, hover your cursor near the line item number until a handle displays, click the handle, and then drag the line item to the new location in the list.

Delete a line item

• To remove a line item, click the remove button.

Add price books items

With Price Books you can create lists of preapproved prices for your suppliers. As you work on your request for quote events, you can review and select price book item suggestions. When an item matches, a suggestion displays, click to review and apply the suggestion. See Price Books overview (events) for more information.

Add Item by Internal Part Number

The Add Item by Internal Part Number lets you add one or more line items based on your company's internal part number. To use the Internal Part Number option, you will need to work with Fairmarkit to create and configure the line items for each of your internal part numbers you want to use.