Difference between revisions of "Vendor rating"
(Created page with "<span style="color:red">Features described below will be available with the forthcoming system release.</span> You can define your own rating categories and rate how well the...") |
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| − | + | __FORCETOC__ | |
| + | You can define your own rating categories and rate vendors' performance. | ||
| − | + | Based on the job ratings, the vendors will get average ratings for each category as well as an overall rating which is displayed in their profiles. | |
| − | + | You may also watch a brief overview video of the vendor rating functionality [[File:YT client.png|40px|link=https://www.youtube.com/watch?v=fBV3pqMl4eA]] | |
| − | + | =='''Create categories'''== | |
| − | + | To create a new rating category, go to '''Vendors → Rating categories''': | |
| − | [[File: | + | [[File:Vendors - rating categories.png|border|175px]] |
| − | + | Click the '''"New category"''' button: | |
| − | [[File:Rate job completion.2.png|border|1000px]] | + | [[File:Create new vendor category.2.png|border|1000px]] |
| + | |||
| + | Specify the category name and its order in the list, then click '''"Create"''': | ||
| + | |||
| + | [[File:New rating category.1.png|border|1000px]] | ||
| + | |||
| + | Fore more info, check the '''[[Vendor_rating_categories|<U>Rating categories</U>]]''' page. | ||
| + | |||
| + | =='''Rate jobs'''== | ||
| + | |||
| + | When the job status is changed to "Completion accepted", you can rate in the predefined rating categories how well the vendor completed the job. | ||
| + | |||
| + | To do so, open the needed job page, scroll down to the '''Rating''' section, and click '''"Update"''': | ||
| + | |||
| + | [[File:Job rating section.1.png|border|1000px]] | ||
| + | |||
| + | Assess how the job was done in the predefined categories, then click '''"Update"''': | ||
| + | |||
| + | [[File:Rate job completion.1.png|border|1000px]] | ||
| + | |||
| + | Once done, the rating of the job will be displayed in the table: | ||
| + | |||
| + | [[File:Job is rated.1.png|border|1000px]] | ||
| + | |||
| + | If needed, you can always change it by clicking '''"Update"''' again. | ||
| + | |||
| + | =='''View vendor rating'''== | ||
| + | |||
| + | To view details on the vendor's rating, please click the corresponding link in the profile: | ||
| + | |||
| + | [[File:View vendor rating details.png|border|1000px]] | ||
| + | |||
| + | Here, you can see the vendor's average rating as well as the number of jobs rated in each category, and the overall rating: | ||
| + | |||
| + | [[File:Vendor rating details.png|border|1000px]] | ||
| + | |||
| + | For more info on viewing vendor's rating, please check the '''[[Vendor_view_page,_General_tab#Vendor_rating|<U>Vendor rating</U>]]''' section. | ||
| + | |||
| + | ==='''Search vendors by rating'''=== | ||
| + | |||
| + | On the '''Vendors''' page, you may filter vendors by rating using the '''"Rating range"''' filter: | ||
| + | |||
| + | [[File:Filter vendors by rating.2.png|border|1000px]] | ||
| + | |||
| + | You can also filter vendors by their rating when assigning the vendor to the job and adding vendors to the tender. | ||
Latest revision as of 10:12, 3 May 2023
You can define your own rating categories and rate vendors' performance.
Based on the job ratings, the vendors will get average ratings for each category as well as an overall rating which is displayed in their profiles.
You may also watch a brief overview video of the vendor rating functionality 
Create categories
To create a new rating category, go to Vendors → Rating categories:
Click the "New category" button:
Specify the category name and its order in the list, then click "Create":
Fore more info, check the Rating categories page.
Rate jobs
When the job status is changed to "Completion accepted", you can rate in the predefined rating categories how well the vendor completed the job.
To do so, open the needed job page, scroll down to the Rating section, and click "Update":
Assess how the job was done in the predefined categories, then click "Update":
Once done, the rating of the job will be displayed in the table:
If needed, you can always change it by clicking "Update" again.
View vendor rating
To view details on the vendor's rating, please click the corresponding link in the profile:
Here, you can see the vendor's average rating as well as the number of jobs rated in each category, and the overall rating:
For more info on viewing vendor's rating, please check the Vendor rating section.
Search vendors by rating
On the Vendors page, you may filter vendors by rating using the "Rating range" filter:
You can also filter vendors by their rating when assigning the vendor to the job and adding vendors to the tender.
