Create Supplier groups
To create a dynamic supplier group, go to Suppliers > Supplier groups > Add group:
You are requested to fill-in group details before being able to select the filters to apply. Details include:
The group name: you can for instance create a group per translation domain, client, etc.
The job type = the type of task to be performed by suppliers like translation, revision, proofreading, layout, etc.
The type of group: select 'Dynamic group'.
Strict languages: Optionally tick this option If you want the system to only send job notifications to suppliers for which the languages match perfectly with the job languages (of a given project). This option is useful if you work with language locales and wish to make sure that the right suppliers have been assigned to the jobs.
Document names: Optionally restrict the group to specific documents. This group is not automatically assigned to a job if the job document names do not contain any of the strings above. Case differences are ignored. Type one string per line.
Once the group details are configured, click on the 'Save' button.
Supplier filter list
A list of filters appears after you have saved the configuration form. The filters are divided into 3 categories:
Services
Once external suppliers or inhouse workers are preselected from the filters below, you can optionally filter the price list services that shall be retained in this group.
External suppliers
Restrict which external suppliers shall be selected. These filters apply to company-level fields including custom fields and labels.
Inhouse workers
Optionally delimit the inhouse workers to select. These filters apply to person-level fields including custom fields and labels.
Client workers (New)
Now you can include users with profile "External client and worker" to dynamic supplier groups, exactly the same way you do with internal users. When is this useful?
Managers use labels to define the skills level of the client workers. The new option allows them to automatically assign job assignments to the suppliers that are part of the dynamic groups.
The system prioritizes the services as follows:
Priority is first given to services that match languages exactly, then to services with the highest rating.
The system selects a single service per supplier or worker. If there are more eligible services, the system will select the "best" according to the priorities.
For a given job and language combination, the system selects a maximum of external and inhouse suppliers (as specified above). The highest priority services will be selected.