Mark the lines that have already been reviewed via the Review Button on the Materials Tab, letting users know what lines remain to be reviewed
As a QuoteCQ user, you can mark the lines that have been reviewed on your Review Button so you're not doing extra work and reviewing the same lines you've already checked out.
- In the Material Costing tab, navigate to the Review screen.
- Assuming you already worked on your exceptions, select the lines you want to mark as managed by closing the line or as pending.
As an example, let's say you are reviewing your Cross Matched Parts. You would check what kind of cross matches you have, if they are high, medium, or low matches, and whether they are a valid MPN to keep. To not do double work, once you have reviewed the lines, you can mark them as "Line Close", meaning you already made the needful decision over that Cross Match part and don't need to review again. On the contrary, if you still need to do some action on the line, you can mark it as "Action pending". - With the line(s) selected, click on the Edit button and Mark Review Status:
- Action pending: for the lines you still need to review or do an action for.
- Line Closed: for the lines you already handled and don't need to review again.
- To see the Lines Closed or marked as Action pending, navigate to the hamburger icon and display the view you want:
- Show Reviewed: Action Pending - this will display only the lines marked as Action pending in that Review filter.
- Show Reviewed: Line Closed - this will display only the lines marked as Line Closed.
- Show Unreviewed Lines: this will display only the lines with no reviewed status.
Please notice these views are only available in the following filters: Leading Cost Drivers, Cross Marched Parts, Lead Time at Risk and Suggested Alternates.
Do you have any feedback on this features?
Tell us about it! Reach out to support@calcuquote.com