Supplier selection

Basic Configuration

When working with the Select suppliers step under Workflow orchestration, you are able to select your desired Bid panel. By default, once your Workflow has been published, users will be able to view and select any supplier from the Bid panel you configured.

Advanced Configuration 

Filtering and Pre-Selection

Optionally, to streamline the Supplier selection process, you are able to configure two Selection options:

  1. Filtering helps streamline the Supplier selection process by only showing the relevant Suppliers while hiding irrelevant ones.
  2. Preselection helps speed up the Supplier selection process further by automatically selecting Suppliers that are matching specific requirements.

See the formula configuration page for full details

Example

Problem

The example below shows a simple bid panel with 3 suppliers and 4 distinct attributes/columns. 

Supplier Name Incumbent Regional Coverage ISO Certified Insurance Amount
ACME Yes EAST | WEST Yes 1,000,000
BOULDER No EAST | SOUTH Yes 2,000,000
COLLIDER No NORTH | WEST No 500,000

Table 1: Sample bid panel

Regional coverage is a list with | separated values.

The request is a single item request outlining some details such as the region, start and end date of a new project.

Project Name New Construction Project
Region East
Requires ISO Certification Yes
Minimum Insurance Amount 1,500,000
Start Date May 1st, 2025
End Date Dec 1st, 2025

Table 2: Sample request

The response from lookups on a request will always be a list regardless of whether or not the request is single or multi-item.

Goals

The goal is to filter the list of suppliers to only show suppliers who operate in the same region and have ISO Certification i.e. we have 2 filter criteria. In addition, we want to pre-select those that have sufficient insurance.

Filter and Pre-Select Configuration

When configuring these options, we are comparing details from the bid panel against details of the request and/or independent values. The system will evaluate each supplier in the Bid panel individually and return a True or False. Suppliers that do not satisfy the criteria will be excluded from filtering and/or pre-selection.

Filter Formula:

AND(

INTERSECTION( SUPPLIER( “Regional Coverage”), REQUEST( “Region”) ),

INTERSECTION( SUPPLIER( “ISO Certified”), REQUEST( “Requires ISO Certification”) )

)

Supplier Name Incumbent Regional Coverage ISO Certified Insurance Amount
ACME Yes EAST | WEST Yes 1,000,000
BOULDER No EAST | SOUTH Yes 2,000,000
COLLIDER No NORTH | WEST No 500,000

COLLIDER did not satisfy the filter criteria and will not be available for selection.

Pre-Selection Formula:

SUPPLIER( “Insurance Amount” ) >= REQUEST( “Minimum Insurance Amount”) 

Supplier Name Incumbent Regional Coverage ISO Certified Insurance Amount
ACME Yes EAST | WEST Yes 1,000,000
BOULDER No EAST | SOUTH Yes 2,000,000

ACME were not pre-selected but are available for manual selection if needed.