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      Using AutoSelect for Regions

       

      With suppliers having stock and prices available in multiple regions, it's important to make the right decision for your business.

      Here's how:

      If you want to exclude specific regions from consideration when making selections during AutoSelect, you would follow the below:

      1. Add Filter

      2. Choose Filter for Region

      3. Set filter criteria for Not equals

      4. Multi select the regions you would not want to be considered.

      5. You can/should set your other filters/preferences and then you're all set to Run AutoSelect.

      If you want to include specific regions when making selections during AutoSelect, you would follow the below:

      1. Add Filter

      2. Choose Filter for Region

      3. Set filter criteria for Equals

      4. Multi select the regions you would want to be considered.

      5. You can/should set your other filters/preferences and then you're all set to Run AutoSelect.

      In the CQ Price Selector (CQPS) screen, you can add a new column for Region if it is not already displayed by clicking the 3 horizontal lines (hamburger icon) in the top right. Once selected, it will continue to be displayed as you move forward. The selected region will also export in the costed BOM.

      Don't forget! Pre-set your AutoSelect options (including Region) with the easy buttons.

      If you are an admin or have permissions to edit, here's how to update your predetermined AutoSelect criteria in configuration.

      1. Go to Configuration

      2. Choose Materials

      3. Select AutoSelect Criteria

      4. Add a New or Edit an existing AutoSelect criteria and follow the above steps to add a filter for Region.