QCQ Configuration
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      QuoteCQ: How to setup you Manufacturers Line Card

      QuoteCQ Users can manage their Supplier's Line Cards from QuoteCQ. Please notice that the Suppliers with a BidCQ account can also setup their line cards on their site.

      You can learn how to do that in BidCQ in THIS link.

      How to Create the Line Cards

      The first thing you need to do is to group your Manufacturers records under a unique label.

      • Every time you upload a BOM with Manufacturers names in it, CalcuQuote lists them in Configurations > Materials > Manufacturers.

      • A unique manufacturer might have different ways to be labeled. As an example, Abracon might be named as: Abracon, Abracon LLC, Abracon Corporation, etc. Hence you need to indicate to the system that all those are actually the same Manufacturer by grouping them.

      Follow the steps below:

      1. Select the manufacturers you want to group and click on "Merge".

      2. Name your group and assign the Suppliers that need to be included in the Line Card.

      3. Those Manufacturers will be then included in those Supplier's Line Cards.

      How to modify existing Line Cards:

      1. Search for the Manufacturer Group you want to edit the line card for.

      2. Select that Group from the check icon in the left.

      3. Click on "Edit".

      4. In the pop-up, remove or add suppliers to the line card and click on "Save".

      How to setup the Line Cards from the Supplier's information:

      1. Go to Configurations > Supplier Data > select the supplier you want to modify the Line Card for.

      2. In the "Manufacturer Groups" box, select the Manufacturers you want to assign to the Supplier's Line Card.

      3. Remember that you need to group the manufacturer first, otherwise the it will not be listed in the Manufacturer Groups dropdown.

      How to manage the Line Cards when quoting

      It is possible that a QuoteCQ user uploads a BOM with a new Manufacturer variance. In this case, this would be a new name that would not be included in the Manufacturer Group.

      You can quickly check if all your Manufacturers in your BOM are assigned to a group (therefore to a line card).

      • From the BOM tab:

        1. After you upload the BOM, click on submit and go to Actions > Unassigned Manufacturers.

        2. Assign the Manufacturers to any existing Manufacturer Group. Hit Submit.

          NOTE: remember to submit/save your BOM.

      • From the Material Costing.

        1. Navigate to the Review screen and click on the "Unassigned Manufacturers" in the right hand menu.

        2. Click on the Manufacturer Groups cell.

        3. For creating a new group (and line card), just enter the group name and assigned the Suppliers.

        4. For adding to an existing group (and line card), enter the first three letters of the Manufacturer Group name and select it from the dropdown. The related suppliers will be automatically populated.

      If you need to do a mass update of your manufacturers and line cards, please contact Account Manager or reach us out to support@calcuquote.com

      For learning how to send you Bid Sheets using the line cards, check THIS article.