Custom Bidding

Custom bidding is the process of selecting items with an award process (or processes) that utilizes custom rules and logic. An organization might award items in several "rounds", each with different rules or constraints. The customizable logic and data attributes on employees and items provides maximum flexibility to the organization.

Employees can view items based upon a filter. The filter is set by the organization and helps to limit the scope of items to only those the employee is qualified to bid on.

The start page for custom bidding is the List page, found in the menu under Bidding > Custom Bids > List.

Selecting a Bid

Using the menu, open the Custom Bids List page. Then click on the name of the bid, or one of the page links (Home, Items, or Bid Sheet). Once a bid is selected, the other pages in the menu will load for that bid.

Home Page

The home page for a bid shows setup information and any messages for the bid. Your attributes for the bid are listed under "My Attributes". This information is used by the custom logic to filter, sort, and rank you among all other bidders.

Viewing Items

The Items page lists all items and related information. If the bid is accepting choices, then buttons are available for adding new choices and editing existing ones.

Depending on the settings, you may be able to choose different Layouts of the data. From the items page you can click an item "Title" to view more information, click in the "Bids" column to see other bidder's choices, or click "Add" to enter your own choice.

There are several links to click on for additional information. Each option is summarized below.

Add Bid

The last column provides buttons to add your bids. To add a new bid:

1. Click Add button in last column
2. Verify the item information
3. Select a choice number (either for a current choice to insert, or at the end of list)
4. Click Save

Edit Bid

The "My Bids" column provides buttons to edit or delete your bids. To edit a bid:

1. Click the 1st, 2nd, etc. button in the "My Bids"
2. (Optional) Select a new choice number (priority)
3. Click Save

To delete the bid, click the Delete button.

Other Bids

Click the button (with count) in the "Bids" column to see a list of other employee's bids. Depending on the settings, the names of other bidders may or may not be listed. If you have bid on those items, your name will appear in the list.

Bid Sheet

The bid shift page lists your bids in priority order. The first column provides a links to edit the choice. The "Title" can be click to see the item's detailed information.

The PDF button at the bottom generates a PDF file for download of the page. This is useful to save a non-editable record of the final bid sheet.