The Filter Toolbar helps you organize and filter the parts of your project.
The Toolbar allows you to filter using various criteria.
1. Customer and Quote Information
You can view useful information about your customer and the project in this section, including:
- Project ID and Type
- Customer Name and ID
- Team Lead
- Status
- Due Date
- Substitutes allowed
2. Filter by Category
You can filter your project by component type or category. Click on a category to view only that type of part.
3. Filter by Requested Manufacturer
Filter your parts by the Requested Manufacturer.
4. Filter by Intelligence
Narrow down parts using intelligence, such as:
- Multiple Vallen Matches
- Cross References
- Part Cross References
- Suggested Parts
- Changed RPN
- Changed CPN
- Updated Parts
- Created Parts
- Modified Match
- Last Picks
- CPN Match
- Don't Match Stock
- Discontinued
- Mfr Notes
- Vendor Notes
- Product Notes
- EB Suggestions
- EB Match
- Priority P1
- Priority P2
- Priority P3
- Priority P4
5. Filter by Price & Cost Source
Filters parts by the different cost sources:
- With Order History
- With Quote History
- With Cost
- With Replacement Cost
- With Rebate Cost
- With Standard Cost
- With Adjusted Cost
- With Target Price
- With Floor Price
- With Expert Price
- With Modified Price
6. Filter By Assignee
This will allow you to filter by lines that are assigned to yourself, other users, or unassigned.
7. Filter by Status
Once you have uploaded a project, you can easily identify the status of each part by reviewing the Filter by Status section. You can filter your project by clicking on any status category. The tool will identify the parts that are:
- Required Cost Status (RC)
- Quoted Status (QU)
- Validate Status (VAL)
- Duplicate Status (DU)
- To be Identified Status (TI)
- No Quote Status (NQ)
- Out to Source Status (OS)
- Alternate Status (AL)
- Need More Information Status (NMI)
- Source Only Status (SO)
- Ordered (ORD)
- Substitute (SUB)
You will also see a total number of parts that need attention, which is calculated by adding the parts that don't match stock and don't have price info.
7. Hide Filters / More Filters
Click the Filter drop down above the filter bar to select Hide or More Filters. Selecting "Hide Filters" will remove the filter bar entirely.
Select "More Filters" and additional filters for Assignee, Requested Manufacturer, and Matched Manufacturer are available.
NOTE: All the filters you apply to your project from the Dashboard will remain unless you clear them. Click on the x next to an applied filter to remove it, or Clear All to remove all filters.
Does Not Qualify for Filters
Lines that appear in your filters that are then edited to no longer meet the filter criteria will still appear in your filtered results. These line items that no longer match filter settings will be highlighted in blue with the message 'Does not Qualify for Filters'