Save a bid to a file

You can save the bid with item details from this screen to a file.
  1. Open the Create Bid screen.
  2. In the Bid field, do one of the following:

    • Enter the code of the bid you want to save and press Tab.

    • Click to select the bid you want to save from a Lookup List.

  3. Click Print Bid Item Detail on the upper toolbar.
    1. Click and select the format for the saved report.
      Note: Depending on the report, you may be able to save the report as a Microsoft Excel (XLS) file, a Microsoft Word (DOC) file, or an Adobe Acrobat (PDF) file.
    2. Navigate to the folder where you want to save the report.
    3. Enter a file name for the saved report.
    4. Click Save.
      Note: If you selected to save the report as a Microsoft Excel (XLS) file and you have Microsoft Excel installed, the Excel file automatically opens.