1. Download the target price import template:
Open the Material Costing tab
Go to More Actions → Target Price → Download Template
This template is similar to the manual price import template, but it only includes the Target Price column when you scroll to the right
When downloading, the system will give you an option to include existing target prices. If you'd like to include those in the download, click Yes
2. Add target prices to the template
Open the downloaded file.
Enter the target price values you want to import
Add the currency
Save the updated file
3. Import the updated target price file back into the RFQ
Return to the RFQ.
Go to More Actions → Target Price → Import
Select the file you just edited
Import the pricing to update the RFQ target prices
4. Verify the target price in the BOM view
Check the BOM tab to confirm the target price was loaded
You can view the target price there and, if needed, edit it directly in that view
5. Use a Bid Note to notify suppliers of the update
Since the system does not send an automatic email notification for target price updates, use Bid Note to inform suppliers
Go to Material Costing Tab > Bid Review
Select the affected bid(s) or all suppliers if the update applies broadly.
Add a note such as: "We have updated the target price within your bid."
Save the note
Additional Notes:
Updating the Bid Notes will replace the current note. It is a full replacement, not an addition to the current notes in that section
The supplier receives an email indicating the bid was updated. The email includes the Bid Note and a link back to the bid sheet
The Bid Note also remains visible inside the bid record for future reference
This makes the Bid Note approach faster, clearer, and more persistent than other notification methods
Bid Notes can be used for any notification, it is not limited to Target Price