Assign a vendor

Pick a qualified vendor for an active order using the platform's suggestions, and understand reassignment.

An active order in Order Unassigned16 needs a vendor. OmniValVMS suggests qualified vendors so you (or the system) can assign the best fit, after which the order moves to Order Assigned1 and the vendor is notified.

How vendors are suggested

The suggested-vendor list is built from the same qualification factors covered in Panels, coverage & products:

  • Geographic coverage — the vendor works the order's location
  • Product compatibility — the vendor is configured for the product
  • Capacity — the vendor isn't overloaded
  • Pricing — a contract fee exists for the product

Retrieve the suggestions for an order:

Assigning

A vendor can be assigned automatically during activation (if pre-selected) or chosen from the suggestions. Once assigned, the order:

  • has its vendor and assignment date stamped,
  • moves to Order Assigned1, and
  • triggers notifications (email + push) to the vendor and client.
Assignment starts a response window

After assignment, the vendor is expected to accept or decline within your configured SLA. If they don't respond in time, the order surfaces for reassignment. See Accept, decline & conditions.

Reassignment

If a vendor declines or doesn't respond, the order returns to Order Unassigned16 and can be assigned to another vendor. The platform tracks how many times an order has been reassigned, so repeated declines are visible to operations.

Rush and complex orders

For rush or complex orders, operations often assign manually from the suggestions rather than relying on auto-assignment, to make sure the strongest vendor gets it the first time.

What's next