Add Vendor(s) to a Selection Choice

Improve selection sheet visibility by assigning internal or external vendors to an individual Selection Choice.

BACKGROUND

With ConstructionOnline's Client Selections, construction companies can build powerful, detailed selection sheets for clients to view & approve. ConstructionOnline™ Company Users can also assign recommended vendors to Selection Choices––making it easy to track which subcontractor, vendor, or supplier will provide the selected supplies or products. For maximum visibility, Company Users can add internal vendors from their Company Contact List as well as external vendors without a ConstructionOnline account.

PREREQUISITES

• An internal vendor must be added as a Contact in ConstructionOnline before they can be added to a Selection Choice. 

STEPS TO ADD VENDOR(S) TO A SELECTION CHOICE

1. Navigate to the desired Project via the Left Sidebar. 
2. Select the Financials tab, then choose the Client Selections category. 
3. Scroll down to the Selections Details dashboard and locate the desired Selection Choice.
4. Right-click the Selection Choice, then select the Edit Selection Choice option. 
5. Under the Details tab, select the Name & Description option and locate the corresponding vendor text boxes.
   
   
   
   1. To add an internal vendor that has a ConstructionOnline Account:
      1. Click inside the text box labeled "Vendor(s) - from your Contact List".
      2. Locate the desired contact(s) by scrolling through the list or directly searching their name/email address.
   2. To add an external vendor that does not have a ConstructionOnline Account:
      1. Click inside the text box labeled "Vendor(s) - External".
      2. Enter the desired vendor(s).
6. Click the blue Save button to finish adding vendor(s) to the Selection Choice. 

ADDITIONAL INFORMATION

• Vendors can only be assigned at the Selection Choice level––not the Category or Selection levels.
• Vendors can be added to Selection Choices set as "Pending" or "Approved". 
• Permissions: Only Company Users with Client Selections permissions set as “Can Create, Edit, & Delete” can add vendor(s) to a Selection Choice. 
• ClientLink Access: If company-wide ClientLink™ Settings for Client Selections are set as "Can View Selections", ClientLink™ Users will be able to view any internal or external vendors added to Selection Choices.
• TeamLink Access: If company-wide TeamLink™ Settings for Client Selections are set as "Can View Selections" AND "Only Show Selections to Recommended Vendors", TeamLink™ Users will only be able to view Selection Choices that they have been assigned to as an internal vendor. 
• Purchase Orders for Selections can be filtered by internal vendor(s) before creation.
• Mobile App: Company Users can add vendors to Selection Choices using the ConstructionOnline™ Mobile App. 

HAVE MORE QUESTIONS?

• Frequently asked questions (FAQ) about Client Selections can be found in the article FAQ: Client Selections. 
• If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA support page for additional options.