Are you looking to collect quantitative information from your Suppliers such as line item pricing? Scout Worksheets are the perfect place to gather this data and easily compare and analyze your Suppliers' Bid submissions at the conclusion of your Event.
In this article, we will cover:
- Navigating to Worksheets
- Building a Worksheet
- Previewing the Supplier View
Navigating to Worksheets
When building an Event, scroll to Section 4, titled: Build Your Response Sheet. Under Worksheets, click “Add New Worksheet” to open the Worksheet builder.
Building a Worksheet
When starting your Worksheet, first click “Edit Worksheet Details” to name the worksheet and add notes. It is good practice to add notes to provide additional instructions or context for your Suppliers.
Scout provides a default Worksheet to start from. To add new columns, click “Add Column” to open up the side panel. Under Column Names, you can copy and paste in column headers from a spreadsheet or type them in manually. Use a single line break to separate column headers.
Select the appropriate column Type and Visibility settings from the dropdown options. Click “Save” to add the new columns into the worksheet. Click and drag the vertical bars in the column header to reorder them on the page.
Delete unnecessary columns by clicking on the vertical bars in the column header and choosing “Delete” from the dropdown, or by clicking “Edit Column” to open the Edit Column side panel and clicking “Delete”.
Before populating the Worksheet with data, make sure each column is set to the appropriate data type. The icons below each column header reveal what type of data (text, number, currency, or formula) the column expects and if it is visible to the Supplier.
To change these settings, use the dropdown menu or Edit Column side panel.
Note: Column types set to Text accept any combination of characters and numbers. Columns set to Number or Currency will only accept numeric values as inputs.
To create a column where a Supplier will input data, make sure to select Supplier Fills from the dropdown options under Visibility.
Show Supplier means the column will be visible to the supplier when they are completing the Worksheet, and Hide from Supplier means they will not be able to view those columns. Hide from Supplier is often used to include data for internal reference, like past pricing information, without also showing that information to the Suppliers.
If you would like to require your Suppliers to complete all line items for a column, check out this article to learn about how to do so.
Once the Worksheet is set up, it is quick and easy to copy and paste in data from Excel, or enter data manually.
To learn about how to create calculated columns, please see this article.
It is good practice to delete any unused, empty rows to keep things simple for your Suppliers when completing their Bid. To do so, simply click the arrow next to the “Add 5 Rows” button and select “Remove Empty Rows” from the dropdown.
Scout will auto-save your progress as you are building your Worksheet. There is also a Save button at the top of the page you can click to save your progress at any time.
Worksheets can be duplicated or deleted by clicking the dropdown options next to the worksheet title in the sidebar on the left-hand of the page:
Multiple sections can be added within a Worksheet. Your column setup will be replicated and the cells can be populated with new information. This is useful when collecting pricing from Suppliers that may differ per region:
Preview your Worksheet
Click “Preview” at the top of the page to see the Supplier’s View of your Worksheet.
This is especially helpful for testing formulas you’ve created. Make sure the formula is calculating correctly before publishing your Event.
If you have any further questions, reach out to your Customer Success Manager or the Scout Support Team.