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Custom Bid Column Naming

The Custom Bid Column Terminology feature allows users to customize field labels displayed throughout QuoteCQ and BidCQ. This functionality enables organizations to align system terminology with internal processes and supplier collaboration

Written by Kaitlyn Tredaway

For example:

  • Min can be renamed to MOQ

  • CrossMatch NPN can be renamed to Corrected NPN

Important: Terminology changes are only applied to new bids created after the change is made. Existing bids retain the terminology that was in place when they were originally created.


Prerequisites

Before updating terminology labels, you must request this feature be turned on in your instance


Step 1: Update Terminology Labels

  1. Navigate to Configuration > Miscellaneous > Terminology.

  2. Locate the field label you want to modify.

  3. Enter the new terminology that should be displayed throughout the application.

  4. Save your changes.

Example Terminology Updates

Original Label

Updated Label

MIN

MOQ

CrossMatch NPN

Corrected NPN

Once saved, newly created bids will begin using the updated terminology.


Step 2: Understand How Terminology Changes Are Applied To BidSheets

Terminology updates are not fully retroactive.

Existing Bids

  • Bids created before the terminology update retain the original labels.

  • Historical bid data remains unchanged.

New Bids

  • Bids created after the terminology change will display the updated labels throughout supported areas of QuoteCQ and BidCQ.

Recommendation: Create a new test bid after making terminology updates to verify the changes before rolling them out to end users.


Step 3: Understand How Terminology Changes are Applied to QuoteCQ

Terminology changes will reflect throughout the QuoteCQ UI as well as all reports exported out of the system.


Results

After enabling Supplier Terminology and updating the desired labels:

✅ New bids use the updated terminology

✅ Material Costing displays the updated labels

✅ Reports and Report Builder reflect the new terminology

✅ BidCQ displays the updated terminology

✅ Exports use the same terminology as the application

✅ CQPS and review screens reflect the configured labels

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