EQM Search and Connect

EQM Search and Connect is an EQM Experience Designer application designed for sales executives who need to search for equipment and connect it to equipment quotations as part of their daily quotation process. The application supports users in preparing equipment quotations by enabling them to locate relevant equipment and either add it to an existing quotation or create a new quotation based on the selected items. EQM Search and Connect works exclusively with quotations categorized as Equipment quotation (0) to ensure that users remain within the correct quotation context. By providing access to essential equipment information, including configuration, basic details, meter values, and pricing, the application helps users review data efficiently and prepare accurate quotations.

This application provides these benefits:

• Helps users quickly locate relevant equipment through searches based on a wide range of selection criteria.
• Supports efficient quotation handling by allowing users to add equipment to an existing quotation or create a new quotation directly from the search results.
• Enables users to control which equipment records are included in the search results, such as on‑hand equipment, purchase order equipment, customer order equipment, item or warehouse records, and rental equipment depending on the quotation scenario.
• Reduces manual work by enabling users to create quotation lines directly from selected equipment.
• Supports better quotation decisions by presenting essential equipment details, configuration information, meter values, and pricing in one place.