With Similar Quote Search, users can define search terms taking into consideration quote attributes, products, product configuration and partner functions. MX will show the top 20 quotes that matches along with an indication as to how far they match the search terms defined.
Similar Quote Search can be launched from quotes list view.
User can switch between the list of quote attributes and DA list from the dropdown marked as 1 in the screen capture below. Selected quote attributes are displayed in “Quote” section to the right of the screen (marked as 2 in screen capture). In “Quote” section, user can enter or select search values for the selected attributes. One such attribute and value is considered as a “search term”.
Selected DAs are listed as additional columns in “Sales Items” section (marked as 3 in screen capture). User can add products (with the + button in “Sales Items” section) and enter the quantity, UoM and values for DAs which are already selected and added. It is not necessary that values for all the columns are filled. For example, a user can just add a product but not enter the quantity or UoM. In the case of missing values for columns, they are ignored in the search algorithm. A single row in “Sales Items” table is considered as a single search term.
“Partner Function” section (marked as 4 in screen capture) is used to define the partner functions to search with. User can define one or more partner functions with the + button. A single partner function is considered as a single search term.
Search algorithm considers all search terms and tries to find quotes that best matches the search terms. In doing so, first it will pick all the quotes that at least matches one of the search terms. Based on how many search terms a quote matches out of the defined search terms, “Matched (%)” value is calculated – this is displayed in the results page. For example, if there are 5 search terms defined and if Quote1 matches only 4 search terms, “Matched (%)” for Quote1 is 80%.
Once the search terms are defined, they are cached in the browser. So next time user visits Similar Quote Search, his/her previous search terms will be automatically populated. “Clear all” button can be used to wipe out all defined search terms.
Following options are supported based on the type of the attribute or the DA.
- Date range for attributes of type date. For example, quote pricing date.
- Wildcard support for attributes and DDAs of type string. For example, search value “Q*” for objectName means objectName that starts with “Q”.
- Sales item quantity and DDAs of type numeric will have additional placeholder to specify the variance if needed. For example, quantity can be 10 with a variance of 50%, which means quantity matching between 5 and 15.
Following is an example of a search term definition and respective results view.
Results view lists matched quotes with “Matched (%)”. In addition, it also lists the quote attributes used as search terms if any and in addition, the quote created user.
From this view, users can click on the quote and navigate to the quote. Back button on the quote will bring back the user to the results view.