How to Select a Part
When working on a quote in BoltWise, you'll select a part form your catalog for each part your customer requested.
- Each grey line is a part from your customer's request. The white lines below, are potential part matches.
- A blue home icon next to a part means that it comes from your internal catalog.
- To select the part to include in your quote, click the blue plus sign next to the internal part description you want to select.
- Changed your mind? Click the three vertical dots icon in the matched part line, a menu will pop-up, click Delete Matched Part. A confirmation will pop-up, click the Delete button. This will remove the part you matched, and give you a list of additional part match suggestions to select from.
- Not seeing a good option? Click the Spyglass 🔍 icon to see all possible matches for a part.
- Not seeing your select button next to descriptions? You can move it following these instructions.
Finding the Best Part Matches
BoltWise helps you find the right parts with three suggested match types.
- PN Match your customer's request included a part number which has already been mapped to your internal part number, or the vendor part number. You can even bulk approve PN matches.
- Prior Buy indicates the quote customer has bought this part before.
- AI Match if there is no PN match, the AI model will find recommended matches in your catalog for you based on known attributes. AI matches have a confidence score of Unsure, Low, Moderate, and High.
Bulk Matching Parts
You can approve the following matches in bulk from the APPROVE BEST MATCHES dropdown in the top right of your screen:
- Approve High Confidence Matches approve all AI matches with a High Confidence score.
- Approve Moderate Confidence Matches approve all AI matches with a Moderate Confidence score.
- Approve Low Confidence Matches approve all AI matches with a Low confidence score.
- Approve Part Number Matches Only approve all part number matches.
- Approve All Matches approve all part number and vendor matches. This option may result in multiple matches for a part.
Exporting a Quote
When you're done working on a quote, click the EXPORT button in the top right to export your quote to your ERP if the integration is live, or you can choose to export to an Excel file or a PDF.
When you're quote has been exported, the In Progress button will change to With Customer. If you exported to your ERP, a reference ID will be created when you export. You can see the reference ID with the other quote information at the top of the page.