How to bulk upload packages/sub rentals to a tender [recommended for large scale events & projects]

In this article we outline the steps in using the CSV download to upload tender and sub-rental requirements for large-scale events/projects.

This is recommended for tenders that require multiple sub-rentals from multiple suppliers such as a music festival.

Here is an example spreadsheet of the CSV upload.

Steps to using the bulk upload packages CSV.

1. Start by creating a new tender.
2. Add the project details. 
3. Click in to the packages tab.
4. Once in 'packages', click 'download sample spreadsheet'.
5. Find the download in your computer and open the spread sheet.
6. Fill in the following Cells:
   

   Package

   Services

   Address/Location

   Delivery date

   Return date

   Reference

   Category

   Description

   QTY

   
   Please click this link to see an example of how this spread sheet should be completed.
7. Make sure you use the following services:
   AV Equipment
   Event Planner
   Event Rental / Catering Equipment
   Flooring
   Freezer / Chiller Trailer
   Generator
   Haulage & Transport
   Heating / Aircon
   Inflatables
   Manufacturer
   Other
   Photo / Video Booth
   Photography / Videography
   Staffing & Labour
   Staging
   Styling, Floral & Prop
   Tents & Structures
   Toilets, Welfare & Restroom Facilities
   Tools, Machinery, Plant Rental
   Trade Association
   Tradesman
   Vehicle Rental
   Venue
   Weights / Ballast
8. Make sure the dates are in the following format: day/month/year 01/02/2025
9. Once you have finished the spreadsheet make sure it is saved as an CSV file, not excel/numbers/pdf etc.
10. Upload the completes CSV File here...
    
11. The created packages will appear below..
    
    TIPS
    - Make sure you download a fresh sheet or use an empty spreadsheet if you want to add more packages via and upload. Do not re-upload an old CSV else you will duplicate packages.
    - You can edit each package directly from the system.
    - Date format should be day, month & year.
    - Use the following services:
    AV Equipment
    Event Planner
    Event Rental / Catering Equipment
    Flooring
    Freezer / Chiller Trailer
    Generator
    Haulage & Transport
    Heating / Aircon
    Inflatables
    Manufacturer
    Other
    Photo / Video Booth
    Photography / Videography
    Staffing & Labour
    Staging
    Styling, Floral & Prop
    Tents & Structures
    Toilets, Welfare & Restroom Facilities
    Tools, Machinery, Plant Rental
    Trade Association
    Tradesman
    Vehicle Rental
    Venue
    Weights / Ballastv