Focus recommendations on the parts you pursue 🎯
Shared by Mitt • Choose the stock numbers and manufacturer part numbers you want to pursue in your Capture Profile, and exclude those you do not.
We've added Product Match Preferences to your Capture Profile. Choose the stock numbers and manufacturer part numbers you want to pursue, and exclude those you don't. If your company supplies parts to the government, your recommendations can now reflect the products you actually want to bid on.
What's New
Product Match Preferences lets you choose which stock and manufacturer part numbers shape your recommendations. The lists come from your company's own catalog, the parts linked to your CAGE code, so you pick from products you are already recorded as supplying rather than typing numbers from memory.
How It Works
- Open Capture Profile → Company Details → Stock and part numbers.
- Choose National Stock Numbers (NSNs), manufacturer part numbers, or both from your company's catalog.
- Set each list independently to Only these or All except. Exclusions take priority.
- Changes save automatically. Empty lists add no restriction.
Find the right parts quickly
- Each list shows how many parts are in your catalog, and you can search it to find a specific number.
- A badge next to each list shows its current setting: Open to all, Only a set number of parts, or All except a set number of parts.
- Use Only these when you want recommendations limited to a short list of core products.
- Use All except to drop a few parts you no longer supply while keeping everything else.
No CAGE code yet?
Your catalog loads from your CAGE code. If the section asks for one, add it in Company Information or use Import from UEI, then come back to choose your parts.
Why It Matters
Spend less time reviewing parts you no longer supply. Keep recommendations focused on the products your team wants to pursue.
Get Started
Open your Capture Profile and choose the parts you want to pursue under Stock and part numbers.
Happy hunting! 🎯