Wiki source code of 12.2:12 Search Preferences
Last modified by Admin User on 2023/06/30 10:27
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| author | version | line-number | content |
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| 1 | === Search Preferences === | ||
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| 3 | 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. | ||
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| 5 | ==== Default and Hierarchy ==== | ||
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| 7 | 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. | ||
| 8 | 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). | ||
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| 10 | 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). | ||
| 11 | 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: | ||
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| 13 | |Rank|Assignment|Configuration | ||
| 14 | |1.|Item|Being 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. | ||
| 15 | |2.|Supplier: Catalogue|Being 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. | ||
| 16 | |3.|Supplier: All|Being any priority assigned to 'All Catalogues' in the supplier profile. | ||
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| 18 | ==== Setting a Supplier Preference ==== | ||
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| 20 | Within the supplier profile it is possible to provide a preferred flag for: | ||
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| 22 | * **All Catalogues** - This will ensure that every item in all the supplier's catalogues will be marked as preferred. | ||
| 23 | * **Individual Catalogue** - This will ensure that all items in that catalogue are marked as preferred. | ||
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| 25 | 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. | ||
| 26 | 1. Next, select a Search Priority ID (i.e. 1 to 10). Only one numeric ID can be selected. | ||
| 27 | 1. Click the 'Insert' button. | ||
| 28 | 1. Click to Update the supplier profile. | ||
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| 30 | [[image:PECOS Admin.WebHome@fig 12.14]] | ||
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| 32 | 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. |