eBidding: Creating Tables - References

How to: Build a new Reference Table in the eBid tab

- Field Descriptions- 

FIELD	DESCRIPTION
Table Type	1.     Schedule of Prices – Cost tables are used to list prices and quantity of the materials for the tender 2.     Specification – Specification tables are used to define services and materials
Table Name	Type the name of your bid in the table name field.
Include Line Item Numbering	The system will automatically number each line in the table if selected
Start at Number	If you choose to use line numbering, select “Yes” and indicate what number you want the system to start at (typically 1).
Number of Rows	Identify the total number of rows within the table. You are able to add and remove rows later if needed.
Is Table Required	1.     Yes – The vendor must fill out required fields in the table as part of their bid submission. 2.     No – Vendors do not have to fill out required table fields as part of the bid submission. They have the option to “Opt-out”.
Column Name	The name of the column in this field (ex. Quantity, Description, Unit Price)
Column Type	1.     Yes – No : Toggle selector to allow vendors to answer “Yes” or “No” 2.     True – False : Toggle selector to allow vendors to answer “True” or “False” 3.     Exceeds – Meets – Does Not Meet : “Toggle selector to allow vendors to answer “Exceeds” or “Meets” or “Does Not Meet” 4.     Quantity : The amount of goods needed 5.     Unit : The unit of measure (ex. LS, EA, Hourly) 6.     Text : Allows vendors to type into a text field. Use text for descriptions, location, dates. 7.     Unit Price : This field is typically filled in by the vendor. It will only currency values. 8.     Total : This field will  be used to calculate the total amount 9.       Estimate : not visible to the public. Will allow users to report on estimated price per unit versus what the vendor inputted as their pricing.  10.      Points : Allows bidders to see how many points each line item is worth.
Vendor to Input	The vendor can fill in the field.
Required	The vendor must fill in the field as part of their online bid submission.
Configure Total Column
Select the first column	Choose the first column for the calculation. It will be either Quantity or Unit Price.
Select the mathematical operator	Select which mathematical calculation will be for the total. 1.     Multiplication 2.     Addition 3.     Subtraction 4.     Division
Select the second column	Choose the second column for the calculation. It will be either Quantity or Unit Price.
Include Subtotal	This option will only be available if you have a calculated column in your table. Once you have configured a table column to have a total, then this option will be available. 1.     Yes – if you choose “Yes” then the table will automatically calculate a subtotal 2.     No – if you choose “No” then the table will not include a subtotal.
Include in Summary Table	1.     Yes – this table will be included in the summary table 2.     No – this table will not be included in the summary table
Auto calculate tax	The system will calculate the tax for the subtotal amount.
Tax Type, Percentage	Choose the tax type (HST, GST, PST etc.) and the percentage field will populate automatically

- Building a References Table - 

There are have three options for creating the table: Create a new table, Import from CSV, and Copy Existing Table.

• To build a “References” table, click “Create Table” and select “References” from the drop-down menu:

• Table Properties - Fill out the necessary fields:
  • Table Name.
  • Indicate if the table is required. If “Yes”, the vendor will not be able to submit without completing the table. If “No” the vendor will be able to opt-out of the table.
  • If you would like the system to number the lines, select “Yes”, if not select “No”.
  • Indicate the number of rows.

• To build a column, select the column type and type in the column name. For references, column type “Text” is used as it allows vendors to type in their answers.
  • If the vendor needs to provide an answer, check the box “Vendor to Input”.
  • If the answer is required, check the box “Required”.

• Click “Add” to add the column. Once you do so, the column will appear in the Table Layout:

• Continue adding all of the necessary columns. Once completed, the table layout should have all of the columns. To modify the width of the columns, hover over the headings, click and drag to expand:

• Click “Save Changes” to save your table:

The reference table will now appear under the Tender Tables Section. You can either select filter type “All” or “References” to see the table you created.