Viewing and Selecting Vendors

When a submission is being created, you can choose the vendors who are eligible to claim or quote on a submission.

To assign a vendor to a new submission:

  1. Open the Project Director dashboard (Active folder) and select a submission.
  2. Click Select Vendors under the manage tab as shown in the screenshot below.

    The Select Vendors dialog box appears.

      Note:

    The language tabs in red do not have vendors assigned, while the tabs in green do have vendors assigned. The available vendors are project specific, therefore, submissions for the same project will have the same vendor selection.

  3. Use the arrows to move the chosen vendors from the Available Vendors to the Selected Vendors list.
  4. Click Apply.
  5. Complete the Vendor selection for each language by selecting the corresponding tab.
  6. Click OK, once all vendors are selected.
  7. Click Start Submission to start the submission.

    A new submission is created in the Active folder.

      Note:

    If the project includes the quote step, the chosen vendors can now view the file(s), instructions and reference material, and proceed to create a quote for the submission. The vendor can claim the submission only after the submitter approves the quote. If the project does not include the quote step, vendors can proceed to claim the submission for translation. Selecting a vendor does not assign the job to that vendor; it only makes them eligible to claim the job from their Available folder.

Parent topic: Managing Submissions