Add vendor selection rules for availability requests (Classic)

Owned by Oksana Vishchuk
Last updated: Apr 18, 2024 by Damian Rozmiarkowski
2 min read

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

To add a set of Classic vendor selection rules for availability requests, perform the following steps:

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

    VSCl.png

  2. Click the Add button on top of the Vendor Filtering Rules for Availability Requests table. You will be directed to the Add vendor selection rules for availability requests page.

    VSCl1.png

  3. Provide a name for the new rule.

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

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

  6. Decide whether the rule should be a Default one.

  7. In the Filter Settings section, you can add and configure filters to include only the appropriate vendors.

    1. Set the default values for the available filters.

Each filter consists of at least two drop-down lists. Firstly, select whether the filtering should be dynamic (Bind to property) or fixed (Select using:).

b. Next, select the desired values.

  1. To add a new filter, click on the Choose filter from list… drop-down list, then click on the desired filter.

To locate a specific filter, start typing its name in the search field.

  1. From the Sort by drop-down list, select the desired sorting principle.

  2. If you want the sorting order to be ascending instead of descending, check the Ascending Sort box.

  3. In the Vendors Limit field, provide the maximum number of vendors to whom the requests will be sent.

  4. Click the Save button.

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