Essendant Market Xpert YouTube Video Series
Video 8: Bid Wizard – Advanced Matching
- This guide covers how to fine tune Bid Wizard matching to get the best match results for your Bid.
- Watch the video
Before we talk about advanced matching, it’s helpful to
understand why this is necessary. We have approximately two million unique
items in our database. For each of these two million items, we could have an
item number, a UPC number, a manufacturer item number, a chain store item number
and so on. When we add up all the possible item numbers, we end up with an
average of five different item numbers for each of the two million items.
Doing the math, that is over ten million indexes, or
cross-references, just to account for all the possible ways an item can be
referenced or "matched."
Every time you enter an item number into Market Xpert item
search, the computers behind the scenes are looking through ten million
cross-references for matches.
But, there is a problem when it comes to duplicates. There
are currently 43 different items in our database all with the item number of
100. There are 276 different items with an item number of 1.
The problem is how do we know which one of those 276
different items, all with a number of 1, you want?
The answer is simple in Market Xpert Item Search, you pick
the one you are looking for from the displayed list.
But how do we decide which item to pick when you are
uploading an Excel file and the matching is automatic? This is where Advanced
Matching comes in. Using Advanced Matching you can specify exactly where you
want us to look for matches and in what order.
Advanced Matching is especially helpful when you
are uploading a file containing 6-digit item numbers
Staples, Office Depot, Costco and Sam’s Club all
use 6-digit item numbers
Advanced Matching allows you to select a
matching preference if you know your source Excel file originated from one of
The default matching is Match Anywhere: look at
all ten million records for a match to each item in your Excel file
If duplicate matches are found for one of your
items, as in the case of those 276 different item number 1s, then the most
popular one is chosen as the match
This default of looking everywhere and selecting
the most popular item in case of a duplicate match works well for most files
Where this default can go wrong most often is
when you have a large number of 6-digit item numbers in your Excel file
If you are uploading an Excel file that you know
contains Staples item numbers, then you can choose "Match Any Staples Item"
instead of "Match Anywhere"
Notice when you change the Match Anywhere, the
Match Anywhere moves down the list
This is intentional and added as a catch-all. If
there is no match on a Staples item in our example, then matching continues
You can change this default behavior by
selecting the "Stop Matching" instead
This way, only if the item is available from
Staples will a match be made
You can select the same "Match Any" for Depot,
Quill and Max. Staples Canada is also included
Individual chains are also listed in case you
only want to match items that are available from specific chains
At the bottom of the list are the wholesalers
Some files you receive may contain items that
are only available from the chains and not available from any wholesaler. Those
are Non-Stocked items
Selecting "Essendant" and then selecting
"Stop Matching" would only match items in your file that are available from
You may have to experiment with different
settings on this page to get your best matching results
You can re-match your bid with new options any
time by selecting your bid from the Bid Wizard list
Click the Edit Functions in the Bid Wizard Menu
Click Matching under the Edit Functions
You then have the choice to apply the new
matching options to New Matches Only (the default) or Re-Match All Items