Integrated quoting

From the Integrated quoting tab, you can map an account number for an integrated supplier to a company, client company, or location (shipping address) to ensure you received the correct prices.

Note: To access these settings, you will need to be assigned to the Admin role for your organization, your company must have auto-quoting enabled, and you must have at least one supplier that belongs to the supplier company (e.g., Grainger). For more information about enabling this feature, contact your Fairmarkit Customer Success Manager.

How are the accounts used?

If you have created multiple integrations, we check for an integration in the following order to pull pricing. The first one found is used.

• Location
• Client company
• Company

Access Integrated quoting list

1. From the menu, select Administration.
2. Select the Integrated quoting tab.
   Integrated quoting list

   Integrated quoting - column descriptions

   Column	Description
   Supplier company	Displays the integrated supplier's company.
   Integration type	Displays the type of integration.
   Integrated with	Displays who the integration is with.
   Created	Displays the date the integration was created.

    

Sort Integrated quoting list

The top of the list includes a header for each column. Click a header to sort the list by the column. Once selected, an arrow displays next to the header. Click the header again to switch the sort between ascending and descending order.

Add an integration

1. Click Add Integration.
   The Add integration window displays.
   
2. Enter information about your integration.
   See Add integration field descriptions

   Add integration field descriptions

   The following outlines the fields used to define a location. The *required fields are marked.

   Field		Description
   *	Account level integration	Select if you want the integration at the Company, Client company, or Location level. If you have multiple integrations, we check for a Location, Client company, and then Company integration to pull pricing. The first one found is used. If you have only defined Location level account numbers and add a new location, you cannot use the new location for integrated quoting until you have assigned an account number.
   	Supplier company	Select the supplier's company (e.g., Grainger). The selected supplier must be configured for auto-quoting.
   	Location / facility	If you select Location in Account level integration, you can add up to 5 locations associated with the account number. You can select addresses defined for your company.
   *	Account number	Enter the supplier account number associated with the selected locations.
   *	Client company	If you select Client company in Account level integration, select a client company.

   
   

3. Click Add.

Edit an integration

1. For an integration line, click actions and then select Edit.
   The Edit integration window displays.
   
2. Edit as needed, and then click Update.

Delete an integration

• For an integration line, click actions and then select Delete.
  The integration is deleted.