V. Select vendors

By selecting vendors, you assign them to appropriate jobs. For example, a translator from or to the German language should be assigned to a German translation, an editor with a medical specialization - to a medical article, etc. Every task consists of one or several jobs, and if you have several language combinations in the projects, you’ll have to assign vendors to every job in each of those combinations.

Assigning a vendor to a job is a mandatory step in the process of creating a project in the Home Portal. In the following scenario, you will assign a vendor manually, which means that you have already contacted your vendor, and they have agreed to do the offered job.

To assign a vendor to a job in your project, perform the following steps:

1. In the Project menu, select the task and click the icon to edit the task.

2. Go to the Workflow Graph tab.

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3. Click the Select Vendor button in the job box. The Job pop-up window appears.

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   Start typing the desired vendor’s name, and if this vendor matches the task criteria (job type, language combination, specialization), their name will appear on the Job pop-up.

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4. Click the Select Vendor button. The Select Vendor pop-up window appears with Job Type, Source Language, Target Language, and Specialization filters pre-selected according to the job details. You can change the default view according to your needs or switch to the Vendor Workload view. To learn more about views, see the https://help.xtm.cloud/xtrf/home-portal/overview/en/smart-views.html article.

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   1. Use the filters on the top to narrow down the list.

   2. Check the Recalculate Rates after Selection to change the payables according to the selected vendor’s rates. To change the default setting of this checkbox, go to the Configuration menu → Projects and Quotes → Settings → Finance tab.

   3. Double-click on the selected vendor or click on the vendor and then click the Select Vendor button.

      This pop-up shows the vendor’s different price profiles. To display the vendor’s rates, in the Calculation Unit filter, select the calculation unit set in vendors' price profiles. To learn more about price profiles, see the Vendor profile - Competencies and rates tab article.

5. The selected vendor details appear in the Job pop-up.

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6. (Optional) Set the Deadline.

7. Click the Save button. The pop-up window closes. Now the job has a vendor assigned, and its status is set to Accepted.

8. Click the Save button and proceed with other jobs in the workflow.