Vendor Qualifications are qualities or distinctions you can apply to Vendors to distinguish them from other Vendors in your database. These are the criteria you use to qualify your Vendors on certain Projects.
An example of common Vendor Qualifications are the areas where Vendors do work. If you perform Projects in various cities or states, you may choose to set up those areas as Qualifications, then apply them to the Vendors who do work in those areas.
Qualifications can be customized according to your company's particular needs. The qualifications can be arranged into types to cover different categories as needed. Some examples of potential types and qualifications: types of projects (government, commercial, residential, retail), locations (states, counties, or regions), union/nonunion, or project sizes (under $500k, over $500k).
1. Add Vendor Qualification Type
An example of common Vendor Qualifications are the areas where Vendors do work. If you perform Projects in various cities or states, you may choose to set up those areas as Qualifications, then apply them to the Vendors who do work in those areas.
Vendor Qualifications are created in the Configuration menu, then assigned to Vendors on their profiles under the Qualifications tab.
Steps:
From Configuration, locate Vendor Qualifications (under the heading: Vendors).
Click the + icon and select Add Qualification Type.
Add the Type Name (required) and a Description if needed.
Click Save.
2. Add a Vendor Qualification
Once Qualification Types have been set up, you can add Qualifications by following the steps below.
Steps:
From Configuration, locate Vendor Qualifications (under the heading: Vendors).
Click the + icon and select Add Qualification.
Select the Qualification Type from the dropdown, enter the Name of the Qualification (required) and the Description if needed.
Click Save.
3. Remove Vendor Qualifications and Types
If a Vendor Qualification (or Qualification Type) is no longer needed, it can be deleted or deactivated to prevent it from being used as a sorting option for vendors.
If the qualification has not yet been assigned to any vendors, then you will have the option to delete it from the Configuration menu. A deleted entry will be entirely gone and cannot be recovered.
If the qualification has been assigned to a vendor, then it cannot be deleted. These qualifications can still be deactivated. A deactivated qualification cannot be added to vendors or used to filter a vendor search. The deactivated type or qualification can be reactivated later if needed.
Steps:
Go to the Configuration Menu and click Vendor Qualifications.
Click the Toolbox icon at the left of the Type or Qualification you wish to remove.
If it can be deleted, the Delete button will be enabled.
If you need to deactivate the Type or Qualification, click the Edit button.
In the Edit screen, uncheck the Active checkbox to deactivate it and click Save.
4. Add and Remove Qualifications from a Vendor
Vendor Qualifications are an optional way of organizing vendors by the type of projects they are suited for. Vendor Qualifications are qualities or distinctions you can apply to Vendors to distinguish them from other Vendors in your database. These are the criteria you use to qualify your Vendors on certain Projects. An example is Union vs. Non-Union Workers.
Vendor Qualifications can be added to a vendor through their company profile. A vendor can have multiple qualifications added at once. Qualifications can be removed later from a vendor if needed.
Steps:
Under the Companies menu, go to Vendors and select the vendor for which you want to add Qualifications.
On the Vendor profile, click the Qualifications tab on the bottom area of the profile and click +add New Qualification.
Select as many qualifications from the list, using the search box if needed. Select Finish when you are done.
If you need to remove a Qualification from a vendor, go to the Vendor Profile and click Edit.
Go to the Qualifications section, locate the Qualification you want to remove, click the Tools icon, and then Edit.
Uncheck the Active box to remove or deactivate this Qualification from this Vendor, then click Save.
Deactivating it here only removes it from this Vendor — it won't affect its configuration for other Vendors or its setup in the Configuration menu.
Make sure to click Save on the Vendor profile.
When you return to the Qualifications tab on the Vendor, you will find that the Qualification was removed from this Vendor.
