Import responses from Excel

For larger reverse auction events, you can export the event details to Excel format, update with your responses, and then import your updates into Fairmarkit.

Note: The template files work with Microsoft Excel 2007 and later versions.

Download Excel template

1

Open event.

2

In the Quote line items area, click the Export/Import button.

3

Select Download line items. The Excel template is downloaded, including all of the relevant information from the event.

Respond to line items

Warning! Additional columns cannot be added to the spreadsheet.

1

Open the template.

2

Add your response to each line. You can quickly and easily respond up to 150 rows.

Column
Description

#Line

Displays the line item hierarchy.

  • Item: Numbers the line items sequentially (e.g., 1, 2, 3).

  • Item Group:Uses whole numbers to identify the group description and then uses letters to identify individual sub-items for each group (e.g., 4, 4.a, 4.b,4.c).

  • Service: Numbers the line items sequentially (e.g., 1, 2, 3).

  • Service Group: Uses whole numbers to identify the group description and then uses letters to identify individual sub-items for each group (e.g., 4, 4.a, 4.b,4.c).

Line Type

Displays line item type.

  • Item

  • Service

  • GroupItem

  • GroupService

Item / Service description

Displays a brief description of the line item.

Manufacturer

Displays the manufacturer name for the item. This field is only populated when the buyer entered a value.

MFG Part #

Displays the manufacturer's part number for the item. This field is only populated when the buyer entered a value.

Quantity

Displays the quantity of the line item needed. The quantity measure is based on your selected UOM.

Unit of Measure

Displays the unit of measure.

Internal part number

Displays the buyer's organization's part number for the item. This field is only populated when the buyer entered a value.

Comments

Displays any comments the buyer entered about the line item. This field is only populated when the buyer entered a value.

Start date

Displays the start date for the line item. This field is only populated when the buyer entered a value.

End Date

Displays the end date for the line item. This field is only populated when the buyer entered a value.

Attachments

Displays if the buyer added attachments to the line item. This field is only populated when the buyer entered a value.

Bid on this Line

Enter Yes if you are responding to the line. Enter No if you are not responding to the line.

*Unit Price/Response

Enter the unit price for the line. If the UOM is Yes/No, enter yes or no.

*Delivery Days

If the line item is for an Item or Group Item, enter the number of days needed to deliver the item (lead time).

Supplier SKU

If available, enter the SKU for the item.

Country of origin

If available, enter the country of origin for the item.

Minimum Order Quantity

If required, enter the minimum order quantity of a item required.

Comments

Enter any comments about the line item.

3

Save your spreadsheet.

Import from Excel

1

Open event and click the Export/Import button.

2

Select Upload completed line items, and then select and open your saved file. The line items are updated with your responses.

Note: If there are any issues with your import file, you will receive a message that will tell you which line and column has an issue.

3

Make any necessary additions or changes to your response before sending it to the buyer.

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