PECOS Admin » 12. Suppliers » 12.2 Adding a Supplier » 12.2:12 Search Preferences

12.2:12 Search Preferences

Search Preferences

The Search Preferences screen allows search preferences to be assigned for the supplier and their individual catalogues. Search Preferences allow a 'preference flag' to be set to determine how items are displayed in search results to procurement users in order for them to make a more informed procurement decision. 

Default and Hierarchy

By default, preferences are based on a number ranking from 1 to 10 with the ID's being associated to an icon and displayed in search results in numerical order (i.e. 1 first, through to 10). The default icons are based on a “Star rating” of 1 to 5 (in increments of half a star) but can be replaced with alternative icons if required. It is also possible to change the description of the priority labels (see Organisation Settings > Search Preferences). All items assigned to preference rating will become a 'preferred item' and displayed in order of ranking.
Various options are available for the assignment of search preferences to items, to ensure they are configured as efficiently as possible. Search preferences can be assigned in three ways: all catalogues (supplier profile); individual catalogues (supplier profile); and items (catalogue load and item maintenance). 

Within Organisation Settings the system administrator is able to determine whether to restrict catalogue search results to display preferred items only (see Organisation Settings > Search Preferences).
When items are marked as preferred with a priority ID and a priority ID is inherited from one or more source (e.g. one set in the supplier profile and also provided in a catalogue load), the following table summarises the override hierarchy of the ID's:

RankAssignmentConfiguration
1.ItemBeing any priority assigned to an item through the catalogue load or directly in  Item Maintenance. The assigned Item priority will override the Catalogue or Supplier priority.
2.Supplier: CatalogueBeing any priority assigned to a single catalogue in the supplier profile. The assigned specific catalogue priority will override the Supplier priority but not an Item priority.
3.Supplier: AllBeing any priority assigned to 'All Catalogues' in the supplier profile.

Setting a Supplier Preference

Within the supplier profile it is possible to provide a preferred flag for:

  • All Catalogues - This will ensure that every item in all the supplier's catalogues will be marked as preferred.
  • Individual Catalogue - This will ensure that all items in that catalogue are marked as preferred.
  1. Select a catalogue from the 'Select Catalogue' list box. Catalogues are identified by the catalogue key followed by the catalogue description. Alternatively select 'All Catalogues' to set a search preference for all items for all catalogues.
  2. Next, select a Search Priority ID (i.e. 1 to 10). Only one numeric ID can be selected.
  3. Click the 'Insert' button.
  4. Click to Update the supplier profile.

    fig 12.14

To delete a saved search preference click the 'Delete' button. A pop up confirmation will display for you to confirm the deletion. After confirmation, click to Update the supplier profile.

Navigation


P2P  Overview

P2P  Procurement

P2P  Admin

P2P  Approvals

P2P  Reports

P2P  Mobile

P2P  Documents

Using Online Help


Selective Export


© 2021 Elcom International, Inc. All rights reserved.