Auto-Select Deep Dive: Maximize Pricing Selection

Auto-select is one of the most-used buttons in CalcuQuote, and one of the least understood. A strong AutoSelect configuration should price most lines on the first pass, often around 80% or more. If it does not, the Review Screen can help show what needs attention.  

In this session, Remi Leland and Mike Turner explain how preset buttons work, how filters and preferences affect results, and how to review what AutoSelect selected or skipped.

The goal is simple: price more lines on the first pass, reduce manual review, and keep control over the final quote. 

Headshot Remington Leland_250x250px
Remi Leland
Account Manager, CalcuQuote
Headshot Mike Turner_250x250px
Mike Turner
Product Manager, CalcuQuote

Remi Leland and Mike Turner break down how auto-select actually works under the hood. The focus is on understanding configuration versus data quality, how filters and preferences influence results, and how to audit and improve your setup so first-pass pricing coverage improves without manual rework.

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Key Takeaways

Filters can skip good options if they are too strict

Filters decide which pricing options are allowed. If a result does not pass the filters, AutoSelect skips it. Preferences only choose between the options that pass. 

  • Tight filters give you more control

  • Loose filters give you more options

  • Preferences only matter after a result passes the filters

Know what your preset buttons do

Time Sensitive and Price Sensitive look simple, but they are still based on saved criteria. If users do not know what those buttons are set to pull, they should review them. 

  • Each company sets its own preset criteria
  • The order controls how the criteria run 
  • Review criteria when buying priorities change

Pick the configuration that matches the job

Different quotes need different AutoSelect criteria. Start by asking what matters most for this job. 

  • Need it fast?
  • Need the lowest cost, and excess is okay?
  • Need the lowest cost, but want to reduce excess?
  • Each maps to a different filter-and-preference combination

Use Cross Score correctly

Cross Score compares part numbers. It is not AI. It helps catch small differences like dashes, suffixes, and packaging variations. 

  • An MPN with a dash and an MPN without one score "high" but not "exact"
  • CalcuQuote’s top recommendation: run with cross-score greater than or equal to high, which allows for packaging variation
  • Run exact only if you need strict matching

Check the Review Screen after every run

The Review Screen shows what AutoSelect did. If fewer than 80% of lines are priced on the first pass, the Review Screen helps users see what needs attention. 

  • You set the rules for each of the three passes
  • Healthy result: 80%+ of your lines priced after the first pass
  • Watch for excess material or lead time risk

Merge AML tabs before running AutoSelect

If the BOM and AML are on separate tabs, bring the data into one workbook before pricing. AutoSelect works better when the right part data is already connected. 

  • Put the BOM structure and AML list in the same Excel workbook 
  • Find a common identifier (customer part number, internal part number)
  • Use the merge spreadsheet option in the top right of import