Creating Bids Using Market Basket Upload

Use the Market Basket Upload feature to create a bid that contains all of the products listed in a CSV (comma delimited) file.

This procedure contains three main steps, which you complete in the following order:

• Set up a Microsoft Excel spreadsheet that contains specific columns of information, listed in a specific order.

• Enter the products that your bid will contain on the spreadsheet, and then save the spreadsheet as a CSV (comma delimited) file.

• Import the CSV file into Sales Order Entry using the Market Basket Upload feature.

To set up a Microsoft Excel spreadsheet:

1. Open a new Microsoft Excel spreadsheet.

2. In Row 1, enter the column headings listed below. The column headings must be entered in the positions listed.

* Eclipse will search on these columns when importing data into Sales Order Entry.

To enter bid products and save your spreadsheet as a CSV file:

1. Beginning on Row 2, enter product information.

The following information is required for each line item you enter:

• The Quantity being requested (column H) and

• At least one piece of data that the system will recognize when you import the file (columns B, D, E, F, or I).

2. If needed, enter any pricing information you want to apply. If you do not enter pricing information, the system prices products as it would for any other bid.

3. When you are finished entering products on your spreadsheet, select File > Save As.

4. In the Save in field, select a file location somewhere under your C: drive and note the location.

5. In the File name field, enter a file name.

6. In the Save as type field, select CSV (Comma delimited) (*.csv) from the drop-down list.

7. Click Save.

To import the CSV file into Sales Order Entry:

1. Create a new sales order.

2. Select the Imp (import) hot key.

3. In the File Format field, press F10 and select Market Basket Upload.

4. In the DOS Path Name field, type the file path and file name in the format C:/FolderName/FileName and press Enter.

For example, if you named your CSV file "MarketBasketUploadXYZ.csv" and saved it in the "Bids" folder on your C drive, you would enter C:/Bids/MarketBasketUploadXYZ.csv. This field is not case-sensitive, so you can enter characters in upper or lower case.

5. Select the Begin hot key to import products from the CSV file.

The system imports all of the products from the CSV file, and changes the sales order into a bid status.

When importing the CSV file, the system attempts to find matching products using the following criteria, in this order: Eclipse Product ID, UPC code, customer part number, manufacturer catalog number, manufacturer name and part number, Eclipse product description.

6. In the list of products that were imported, look for any products that the system did not find a match for. Products listed in the CSV file that the system cannot find a match for are included on the bid, but are listed using the generic description entered in the Default Product If Not Found control maintenance record. For research purposes, the bid displays this generic description, followed by lines of information that reflect the actual columns of data entered on the source spreadsheet.

Research any products you need to, and replace their generic descriptions with the correct product information on the Body screen.

7. Verify or adjust bid pricing and costing, as needed, and complete the bid as usual.

See Also:

Creating and Copying Bids

Converting Bids into Sales Orders

Bid Management Overview