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Set a Bid to use Excel for Pricing


You need to create a new Workbook in Excel or identify an existing Excel file to which you want to link this Bid. Only one Bid should be connected to any single Excel Workbook and a Bid can only be connected to a single Excel file.


Set the Price Using field to Microsoft Excel (cell or name).


Specify the location of your Excel Workbook - click the Lookup button the lookup button is a magnifying glass that opens a dialog box where you can select an XLS file to locate the Excel Workbook file.


browse to the locate where your existing Excel file is stored and click on it


After you select the workbook, the Cover Sheet displays the path and file name.


The path and file name display in the Bid's cover sheet


Click OK to save the changes to the Cover Sheet.


Next, you link each Condition Quantity result to a specific cell or named range.









click here to view the previous article Price a Bid using Microsoft Excel

Price Using Excel - Linking to a Cell click here to view the next article


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