In bids with large price forms for goods to be delivered, a lot of time will be spent on item picking. In Cobrief, you can upload your company's product register and let Cobrief AI do the item picking for you

We also allow you to upload the following information to give the AI a better basis for its decisions:

NB: Both environmental info and other supplementary information can be entered directly into the product sheet. In that case, it is not necessary to upload separate sheets for this.

Start by uploading the product register, extra info, and an eventual overview of environmental labels for the products. You do this from "My AI" → "Price Sheet Filling" → "Select file".

Note: All products must have a unique ID in the product sheet, extra info, and certifications documents. We recommend naming the unique ID "Item Number" or "Article Number," so it is easy for the AI to know which products should be linked.

Note: It is wise to only include information relevant to item picking in the files you upload – unrelated information can become noise and confuse the AI.

Select the correct category for each file and press save.

Note: Cobrief will only use the newest certification sheet, extra info, and product register you have uploaded.

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Now Cobrief will analyze and categorize the products so they can be used for automatic filling of the price form. This can take up to one minute per thousand products, and you can see the progress by looking at the "Number of products".

When the products are finished analyzing, you can fill out the price sheet from the Bid room. Click on "+New..." and select "Fill out price sheet".

From here, you can choose the price sheet directly from the bid basis, or click "Other" in the dropdown menu and upload your own document.

You can write your own instructions if you want to customize how we fill out the price form. Cobrief AI will by default try to pick the cheapest items that also meet all requirements (including environmental requirements), but you can overwrite instructions or give other priorities here.

As a rule, each buyer has certain requirements for how the price form should be filled out, as well as evaluation criteria used to select the winning bid. It is useful to inform about such requirements, criteria, and other guidelines. You may also want to do multiple fillings, e.g., one that only focuses on environmental labels and one that only tries to choose the cheapest products – you can also request this in your own instructions.

You can write as many requirements and instructions as you want, but be sure to be concrete and unambiguous in your instructions.

Here are some examples of instructions that can be included:

You can write your own instructions if you want to tailor how we fill out the pricing form. By default, Cobrief AI will try to pick the cheapest items that also meet every requirement (including environmental requirements), but you can override those instructions or give other priorities from here.

When you have clicked "Fill out and save in bid," Cobrief AI will figure out what should be filled out and fill it out with information from the product register. The file will automatically download when the price form is finished filling out, and it will be saved directly in the bid, even if you close the dialogue while the file is being filled out.

Most buyers have specific requirements for how the pricing form should be filled out, along with evaluation criteria used to pick the winning bid. It's useful to share those requirements, criteria, and any other guidelines. You may also want to run several fills, for example one that focuses only on eco-labels and another that simply picks the cheapest products. You can ask for this in your custom instructions as well.

You can write as many requirements and instructions as you like, but make sure to be concrete and unambiguous. Here are a few examples of instructions you might add:

You can also add extra columns to make the pick even better and easier to understand. You can ask the AI to add:

You can also add extra columns to make the pick even better and easier to understand. You can ask the AI to add:

Once you click "Fill out and save to tender", Cobrief AI will figure out what needs to be filled in and complete it using information from the product catalog. The file will download automatically when the pricing form is finished, and it will be saved directly to the tender, even if you close the dialog while the file is being filled out.

It is possible to create a set of standard instructions for the entire workspace. These instructions will then be included as standard for every new price filling, and can be customized for each picking if desired. It is wise to include context and information here that is repeated for most of the fillings you do, for example: