Vendor Qualifications are an optional way of organizing vendors by the type of projects they are suited for. They are created in the Configuration menu, then assigned to Vendors on their profiles under the Qualifications section.
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
Vendor Qualifications are created in the Configuration menu, then assigned to Vendors on their profiles under the Qualifications section.
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.
To create Qualifications, begin by creating a Type under which you can group Qualifications, i.e. Areas of Service, Types of Projects, etc.
Steps:
From Configuration, locate "Vendor Qualifications" (under the heading: Vendors)
2. Click the New (+) icon
3. Click "Add Qualification Type"
4. Enter a Type Name
5. (Optional) Enter a Description for the Type
6. Click "Save"
2. Add a Vendor Qualification
Vendor Qualifications are created in the Configuration menu, then assigned to Vendors on their profiles under the Qualifications section.
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.
Once Qualification Types have been set up, you can add Qualifications under the Type.
Steps:
From Configuration, locate "Vendor Qualifications" (under the heading: Vendors)
Click the New (+) icon
Click "Add Qualification"
Select the Qualification Type from the dropdown
Enter a name for the Qualification
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. 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 vendor can be reactivated later if needed.
Steps:
Go to the Configuration Menu and click Vendor Qualifications.
2. Click the Toolbox of the Type or Qualification you wish to remove.
3. If it can be deleted, the Delete will be clickable.
4. If need to deactivate the Qualification. Click the Edit button.
5. In the qualification (or type) edit box, uncheck the Active checkbox to deactivate it.
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. To remove qualifications, edit the company profile, find the qualification then edit and deactivate it.
Steps:
Open the Vendor profile from the Companies > Vendor Menu.
On the vendor profile, click the Qualifications tab on the bottom area of the profile and click "+add New Qualification"
3. Select as many qualifications from the list, using the search box if needed. Press Finish when you are done.
