Add a Smart vendor selection rule

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

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

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

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3. Provide a name for the new rule.

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

5. In the Main Data card:

   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.

6. In the Filters card, you can add and configure filters to include only the appropriate vendors.

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

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

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

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

    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.

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

    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 icon. A new Sort by drop-down menu will appear. Select the next sorting rule.