Supplier Ranking by Task

Set the order you prefer to hire suppliers in for a particular role (task), so that when you need to cross-hire, everyone can see who to go to first.

How supplier ranking works

Supplier ranking is set on each role (task), not on the supplier. Open the role, go to its Suppliers tab, and build a list of the suppliers you would consider for that role.

The position of a supplier in that list is its rank. Position 1 is your first preference, position 2 is your second, and so on. You set the order by dragging rows up and down, and Assignar renumbers them for you. There is no field to type a rank number into.

Because the ranking lives on the role, the same supplier can sit at rank 1 for one role and rank 4 for another. Ranking one role does not affect any other role.

Rank suppliers for a role 

1. Go to Resources > Roles
2. Click the role you want to rank suppliers for. The role opens with its details on the left and a set of tabs on the right.
   
3. Click the Suppliers tab.
4. Click the Add more field and start typing a supplier name, then click the supplier you want from the list.
5. Click Add Supplier(s). The supplier is added to the list below with a rank number next to it.
   
6. Repeat steps 4 and 5 for each supplier you want to rank. You can select more than one supplier in the Add more field before you click Add Supplier(s).
7. Put the list in your order of preference. Click and hold the drag handle (≡) at the start of a row, drag the row up or down, then release it. The rank numbers update as the rows move.
   
8. Click Save suppliers. A confirmation message tells you the ranks have been saved.
   
    

Change an existing ranking

1. Go to Resources > Roles (Tasks) and open the role.
2. Click the Suppliers tab.
3. Drag the rows into the new order using the ≡ handle.
4. Click Save suppliers.

Remove a supplier from a ranking

1. Open the role and click the Suppliers tab.
2. Click the red remove button at the end of the supplier's row.
3. Click Save suppliers. The remaining suppliers renumber to close the gap.
   

Things to know

• The rank is the row position, so a supplier's number changes as soon as you move it. Nothing is saved until you click Save suppliers, so if you drag rows and then close the role, the old order stays in place.
• Save suppliers only saves the Suppliers tab. It is separate from the Save and Save & Close buttons at the bottom of the role, which save the role's own details.
• Ranking a supplier here does not link that supplier's workers or assets to the role. That is done on each worker, asset, or attachment record. See Assigning resources to a supplier.
• Removing a supplier from a ranking does not archive the supplier and does not change any work already scheduled or invoiced.
• All of your active suppliers appear in the Add more field. The list is not filtered by role, and you cannot create a new supplier from this screen.
• Assets are set up and ranked the same way on the neighbouring tab. See Set up and rank assets (equipment) for a role (task).