eBidding: Creating Tables - Pricing

How to: Create a Pricing table from scratch

*To copy a pricing table, see : eBidding: Creating Tables - Copying Existing Table\

*To upload a pricing table from a CSV file, see : eBidding: Creating Tables - Import from a CSV File

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

  • Table Properties – Fill in 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 the system will start numbering at
    • Indicate the number of rows
  • To build a column, select the column type and fill in the column name.

  • For a schedule of prices table, there may be a variation of columns that will be used. The most common are:

Column Type

Column Name

Text

Description,

Location,

Dates etc.

(allows the vendor to type into a text field)

Quantity

Quantity,

Estimated Quantity

(the amount of goods needs)

Unit

Unit,

Unit of Measure

Unit Price

Unit Price

Total

Total,

Extended Amount,

Total Price

Estimate

Not visible to the vendor. Estimated dollar amount per unit. In bid analysis, you will be able to see the estimated price per unit versus what the vendor provided.

Points

The number of points allocated per each line item.

  • If the vendor needs to provide an answer, check the box “Vendor to Input
  • If it is mandatory for the vendor to provide an answer, check the box “Required
  • If you would like to hide the column for the public, check the bob "Hide on Public"

  • 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 will have all of the columns:

  • To modify the width of the columns, hover over the headings, click and drag to expand. Do not go beyond the width of the table as it will cut off the table on the public side:

  • Once you have completed building the columns, click on “Save Changes

  • A new page will appear to configure the columns for Total Price.
  • Select the first column and second column from the dropdown.

* Note: Only the Quantity column and Unit Price column can be used to calculate the Total. If only one is appearing in the dropdown, click “Back” to edit the column types.

  • There are four options to choose from in the dropdown for the mathematical operator:
    • Addition
    • Multiplication
    • Subtraction
    • Division
  • Select if this table should be included in the Subtotal. If “Yes” the system will include this table in the Subtotal amount. For provisional/optional items that you do not want included in the subtotal, select “No”.

  • Click “Save Total” then click “Next

  • If you want this table to be included in the Summary Table, select “Yes”.
  • If you want the bidding system to auto-calculate the tax for the vendor, select “Yes”, then choose the tax type, percentage from the drop-down (This can be configured based on agency requirements).

  • Once completed, click “Done”.

  • The schedule of prices table will now appear under file type “Pricing” and “All”. Enter the data into the table as required:

 

  • To make any changes to the table layout, click on “Edit Properties”.
  • To delete, add, move rows, click on the drop down menu beside each of the rows.

 

 

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