Users can see Exclusive Brands suggestions in a dedicated suggestions tab, load them into their line items, and use them as alternates.
Please note that the functionality and available options will depend on the "Alternates & Exclusive Brand" setting in your project preferences:
Please see this article for more details on this setting:
Alternates & Exclusive Brands
Exclusive Brands Flag
When line items have Exclusive Brands suggestions available to review, VallenIQ will now show a new flag in the Quoted Part # column titled EB Suggestions:
Exclusive Brand Suggestions
Click into the Quoted Part # column and go to the EB Suggestions tab to view recommended Exclusive Brands items based on your Requested Part Number:
Click Replace to load a particular Exclusive Brand suggestion into your line item, or select Add to add the item as an alternate. The available options will depend on the "Alternates & Exclusive Brands" setting in your project preferences.
Please see this article for more details on EB Suggestions:
Exclusive Brands Suggestions
Exclusive Brands Match Indicator
When Exclusive Brands items are loaded into your line items, VallenIQ will add a new label to the top of the Quoted Part # column:
Exclusive Brands items can be loaded into your line items in one of two ways:
- VallenIQ auto-matches to the Exclusive Brands item
- Users open the EB Suggestions pop up and use the Replace feature to load the EB item into their line
Exclusive Brands Filters
Two filters are available in the Filter By Intelligence section of the Filter Toolbar:
The EB Suggestions option will filter your list by line items that have Exclusive Brands suggestions available to review:
The EB Match option will filter your list by line items that have matched to Exclusive Brands items: