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9.8.0 Release Features and Functionality (August 2019)

BuyerQuest 9.8.0, released August 31, 2019, included a number of significant new and enhanced features.

BuyerQuest Platform

Manual and Automated Product Matching 

The goal of product matching on the BuyerQuest platform is to provide users with the awareness of the least expensive options for a product purchase. Manual and automated product matching makes users aware of lower-priced options for an item on the Product Details page. Up to four products may be listed as a result of product matching in the BuyerQuest system. 

Manual Product Matching offers buying organizations the ability to import exact product matches. Matches display on the Product Details page, sorted by price, in addition to any automatic matches the BuyerQuest system identifies for the product, based on Manufacturer Name and Part Number. A maximum of 4 matched products are displayed.

Matched Products are also available from the View Best Price button in the product listing in a search result. View Best Price provides easy access to exact product matches.  Users are then able to review information for the matched product and add products from the Lower Priced Options section on the Product Details page.

Video: Product Matching in BuyerQuest

Example: Lower Priced Options on Product Details Page May be Added to Cart

BuyerQuest LowerPricedOptions2019Aug21.png

See Documentation Topics:

View Product and Services Details
Similar and Matched Products Configuration
Manage Products Grid
Exact Matched Products Import
Exact Matched Products Export

Large Reports May be Emailed

When a user requests a report that is too large to display,  the system provides the option to have a link to the report emailed. Typical reports that may be affected are Order Summary by Supplier and Pending Approvals by User, among others. 

Example: User Notified that Report may be Emailed

See Documentation Topics:

Run Business Intelligence Reports 

User Management of Billing Location

Users with appropriate permissions are able to view and update their billing information on Checkout. They also have the ability to manage their default Billing Location in their Account settings. 

Billing Locations are Content Group-specific. Users may choose Billing locations available to them as members of specific Content Groups. 

Example: User-selected Default Billing Location

See Documentation Topics:

Shipping, Accounting, and Billing Preferences 
User Permissions (ACL)

Improvements to WebForms and RFQs

The design potential of WebForms and RFQs is appreciably improved for buyers needing to specify and order non-catalog products and services. Enhanced configurability of these procurement tools features additional options for column layouts, field sizes, and field sets. The end result for buyers is a full-featured set of design elements to accommodate a wide array of form designs. 

Example: Item Request Form 

See Documentation Topics:

Service Requests and Non-catalog Orders Using Web Forms
Web Form Setup
RFQ Form Setup

Credit Memos and Invoices are Exported Separately

The BuyerQuest platform supports the separate export of Credit Memos and Invoices to provide more flexibility and accommodation in the ingestion of this data into the enterprise systems of our clients. The Credit Memo Export and the Invoice Export are structured the same way as OK2Pay Export

See Documentation Topics:

Credit Memo Export
Invoices Export

Suppliers May Flip Purchase Orders via Purchase Order Email

Suppliers will find it easier than ever to flip Purchase Orders from emails that include a Create Invoice link directing the Supplier User to the Create Invoice page after logging in. This functionality also accommodates Suppliers that require Purchase Order Confirmation. 

Example: Email to Supplier - Create Invoice

See Documentation Topics:

Purchase Order Emails
Invoices (Suppliers)