Importing Bid Lists

Once you have received the requested bids list, either through email or fax, you can now import the list.

 If you have received the list by fax, you will have to enter in the pricing manually.

 

To Import Bids from a Supplier

  1. From the Upper Menu, click Purchasing | Bid List.

  2. Under the Manual tab, choose the Supplier and their list of items will appear. 

  3. Click Import.

  4. In the Import from box, select the .csv file from the saved location and click Open.

     The import format from the supplier MUST BE the format that Optimum Control exported to the supplier, if not it will not import successfully.  It must be .csv and not be saved as an Excel file.

  5. Select an Expiry Date.

  6. Click Save to Accept the bid pricing and Close.