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Vendor selection rule is a set of specific criteria used to automatically create a list of recipients for job offers.

To add a Smart vendor selection rule, perform the following steps:

1. Go to the (blue star) Configuration menu > Projects and Quotes > Vendor Selection Rules (Smart).

Vendor selection1.png

  1. Click the Add Rule button in the top right-hand corner. You will be directed to the Add Rule page.

    Vendor selection2.png

  2. Provide a namefor the new rule.

  3. Click the Add Rule button. You will be directed to the newly created rule page.

  4. In the Main Data card:

    Vendor selection3.png

    1. Decide whether the rule should be Active and thus selectable.

    2. Decide whether the rule should be marked as Preferred Item and thus appear on top of the drop-down lists.

  5. In the Filters card, you can add and configure filters to include only the appropriate vendors.
    (info) The vendors are automatically prefiltered to match the job type, specialization, source, and target language.

    Vendor selection4.png

    1. To add a new filter, click the Add Filter button or the (blue star) icon. The drop-down list of available filters will appear.

    2. Check the boxes next to the desired filters and click the Add Selected Filters button. The newly selected filters will appear on the card.

      Vendor selection5.png

    3. Set the default values for the filters. To learn more about smart filters, see the Smart views article.

  6. In the Cascades card, you can manage how the offers are sent to vendors:

    Vendor selection6.png

    1. From the Number of Cascades drop-down list, select how many sets of vendors will be considered while sending job offers.

    2. From the Vendors in Cascade drop-down list, select how many vendors will be in each cascade.

    3. From the Interval drop-down list, select the time between sending the subsequent cascades.

  7. In the Sorting card, decide how to sort the vendors selected for job offers.

    Vendorselection7.png

    1. Select a sorting rule from the Sort by drop-down menu:

      • By Estimated Cost

      • By Overall Vendor Evaluation

      • By Specific Vendor Evaluation.

    2. To add a sorting rule, click the Add Sorting button or the (blue star) icon. A new Sort by drop-down menu will appear. Select the next sorting rule.
      (blue star) The order of applying sorting rules goes from left to right.

Info

Changes in vendor selection rules are saved automatically.