QCQ Configuration
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      QuoteCQ: How To Setup/Use Preferred Suppliers

      This allows you to prioritize pricing with your preferred providers. 

      Once preferred suppliers are established, you can also use AutoSelect to make selections from these Suppliers (even when pricing is pulled from non-preferred suppliers). All of this would occur during the configuration phase of CalcuQuote.

      How to Set Up your Preferred Suppliers

      1. Click Configuration from the sidebar
      2. Choose Suppliers. Suppliers can be grouped into Tiers
        1. Tier 1: suppliers are your most preferred 
        2. Tier 2: are second preferred
        3. Tier 3: You get the picture
      3. To assign a supplier to Tier 1, click on the cell of any supplier and add a 1 in the Preferred Order box. Click Save.

        If you let it blank, it will remain as "Non Preferred"

        Caution! - Please do not mistake this Preferred Supplier concept with the BOM Preferred Supplier which are meant to indicate the Current supplier.

        How to use your Preferred Suppliers

        Once preferred suppliers are configured, you can use the preferred supplier feature from the Material Costing tab.

        1. From the CQ Price Selector screen, in the top navigation bar, click on 2 checked/3checked

        2. This will give you a dropdown: Preferred Suppliers, Unpreferred Suppliers, and Show Crossmatched

        3. Here you can toggle between any of the filters to see particular pricing

        Using the AutoSelect functionality, you can also:

        1. Set a filter for Preferred Suppliers: this will allow you to limit your selections to Preferred Suppliers only.

        2. Set a preference for Preferred Supplier: this will not limit the selections, but it will select preferably any Preferred Supplier before any Non-Preferred Supplier.

        Auto Select