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Vendor Selection Rules (Classic)

In this section, you can create and configure how the vendors are selected for job offers in Classic projects and quotes.

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By default, you see a list of all selection rules with two filters on the left and information about each rule's status in columns.

Edit the view or create a new one in the View dropdown menu. For details, see the Classic views article.

  • To add a set of vendor selection rules, click the Add button above the Vendor Filtering Rules for Availability Requests table.

    For details, see the Add vendor selection rules for availability requests (Classic) guide.

  • Click on a rule to open it. Click the Edit.png icon to open it in edit mode.

  • To delete a rule, click the Bin.png icon next to it.