The Order Groups feature within Client Groups allows specific Order Groups
that have been configured for your fee panel to be identified as groups of
eligible or ineligible vendors. If no groups are identified as either eligible
or ineligible, all vendors on your fee panel will be considered for orders
originated from the client.
Here's how to set an Order Group as eligible or ineligible for a Client
Group:
- First, you'll need to create one or more groups of vendors using the Order
Groups feature in your Fee Panel. Click here to
learn how to create Order Groups.
- Edit a Client Group and select the Order Groups tab. In
the Available groups section on the left, you'll see the list of
Order Groups in your fee panel.
- To include an Order Group for this Client Group: Select
any Order Group in the Available groups section on the left which
should be included when assigning orders for this Client Group. Then, click
the right arrow (between Available groups and
Eligible vendors) to move that Order Group to the Eligible
vendors section on the top-right. To remove an Order Group from the
Eligible vendors section, select the group, then click the
left arrow to move it back to the Available groups.
- To exclude an Order Group for this Client Group: Select
any Order Group in the Available groups section on the left which
should be excluded when assigning orders for this Client Group. Then, click
the right arrow (between Available groups and
Ineligible vendors) to move that Order Group to the Ineligible
vendors section on the bottom-right. To remove an Order Group from the
Ineligible vendors section, select the group, then click the
left arrow to move it back to the Available groups.
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Vendors can be in more than one Order Group. If a vendor
appears in a group marked as 'eligible' as well as a group
marked 'ineligible', the vendor will be ineligible to receive
orders for that particular client. In other words, a vendor's
ineligibility always takes precedence. | |
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