The core of the BoltWise interface is the quoting tool. In this article we'll cover:
Actions
- Approve or Reject Matches
- Blue Plus Sign: Click the blue plus sign on the line of the match you'd like to select
- Red X: Click the red X to reject an automatch. Warning: this action cannot be undone
- Action Item: after selecting a part from your catalog, an action button will appear (three dot icon). This will allow you to undo a selection or view item details.
- Spyglass 🔍: Click the spyglass icon to see additional search results, matching vendor items, or add a temporary item.
- Smart Search - see more AI search results from your catalog
- From Supplier Library - surface vendor parts that fit your customer's request
- Temporary Item - add a temporary item to your quote for a non-stock part. This will export to your ERP, but will not be saved there or in BoltWise.
- Action button (three dot icon): manage lines
- Add a new line item to your quote
- Add a new line item to your quote
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- Duplicate a line item
- Delete a customer item
- Approve Best Matches: this drop-down menu allows you to approve matches in bulk which meet one of the following
- Approve High Confidence Matches
- Approve Moderate Confidence Matches (or higher)
- Approve Low Confidence Matches (or higher)
- Approve Part Number Matches Only
- Approve All Matches
Quote Header
Important information about the quote you're working on
- Quote Name
- Customer
- ERP Ref ID (once exported)
- Quote Status
- Completion Progress
Review Quote Details
Click the > button up on the right-hand corner of the screen to see additional quote details. Quote Details includes the file or free form text that was uploaded, the original file, who created the quote, and the created date. If you're working on a PO, you can find PO Details here, including the buyer name, the buyer contact, the ship to address, PO number, and price associated with that order.
Quote Lines
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Each numbered grey line represents a line item from your customers RFQ. All information pulled into BoltWise from a file upload, or entered manually with a hand written quote, will appear in this grey row. Exp: quantity requested
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Below each grey line you'll see additional white lines, these are you suggested matches. A blue 🏠 home next to a part number is from your internal catalog. The description for these lines is the description from your internal catalog.
Manage Columns
The Manage Columns button, to the right of Approve Best Matches pulls up a menu from from which you can select which columns you'd like to see, and which to hide. An eye icon means the column will be shown, an eye icon with a strike through it will be hidden. You can show and hide columns just by clicking on the eye icon next to the column name in the Manage columns menu.
Match Type Filter - click on the Match Type drop-down at the top of the quote. Select the match type(s) you'd like to see to filter your quote to see only parts which meet the following criteria:
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PN Match: indicates we recognized the part number as a direct part number match, a customer cross-reference, or a vendor cross-reference.
- AI Match: if there is no PN match, the AI model will find potential matches in your catalog.
- Prior Buy: indicates the quote customer has bought this part before.
- Selected: only see the parts you've already matched
- Unmatched: only see the parts you haven't matched yet
Saving and Exiting a Quote
When you're done working on a quote, you can export it to your ERP, or as a PDF or Excel file. If you're not ready to export, close the browser window, or navigate back to the dashboard to see your other quotes. BoltWise will automatically save your progress as you go, so your quotes are always ready to be re-opened, right where you left off.