Market Check Bid Sheet Process

In order to ensure the best possible pricing, you may want to exclude a supplier from a bid sheet - or only send a bid sheet to a single supplier. Below is how you can complete this process.

First, please confirm that your Bill of Materials has a value for the 'supplier' field.

Then you can proceed by select the lines, and running 'bid by line card'. In the bid by line card screen, you will see the following screen:

This screen gives the following options:

• Display customer information - If selected, this will make the customer listed on the RFQ visible to the recipient of the bid sheet

• Show target price - If selected, this will make an uploaded target price visible to the recipient

• 'Exclude Current Supplier' - If selected, this will prevent a bid sheet from being sent to the supplier listed in the 'supplier' column.

• 'Second chance opportunity' - If selected, this will ONLY send a bid sheet to the supplier listed in the supplier column.

Note, if you are conducting multiple rounds of pricing, for instance by excluding the original supplier for the first round and by sending the request to the original supplier for the second round - you additionally have the ability to control whether to send the target price or the price which has been selected. You can do so through the field shown below:

That's how you can perform a market check within CalcuQuote.

Please contact your account manager if you have any questions.