Requirements
This feature must be turned on by a CalcuQuote team member
Once terminology is updated, it will only reflect on newly created bids, it is not retroactive
1. Update terminology labels in Configuration
Go to Configurations > Miscellaneous > Terminology.
Locate the original label you want to rename.
Update the terminology to the new label you want displayed in QuoteCQ/BidCQ.
Example changes shown in the Loom:
Min → MOQ
Save your changes before creating new bids.
3. Understand when the changes apply
Terminology changes are not retroactive for bids.
Any bid created before the terminology update will keep the original labels.
Any new bid created after the update will use the new terminology.
This is important for testing and for setting expectations with users.
4. Verify the terminology in Material Costing
Open an RFQ and go to Material Costing
Confirm the updated terminology appears there
It will reflect in QuoteCQ right away, but does not reflect in Bids until they are created post terminology change
5. Check reporting and Report Builder
Test the updated terminology in Material Costing reports.
Examples tested in the Loom:
All Pricing Report
Report Builder
Costed BOMs
6. Where the field reflects in Supplier Portal:
UI
Export
Import