Introduction
The Prism Bid Management module provides a way for a system Admin to turn off its vendor auto-select features, including those selected from the Building Engines network. Only users with the “Admin” permission may use this feature. Changes are effective for the entire account. For a brief video walkthrough see: “Turning Off/On Vendor Auto-Select”
Figure 1: The Vendor Auto-Select feature is toggled off by default
Admin Setting
To navigate to the Admin setting for “Vendor Auto-Select”:
- Go to the “Admin” Menu in the Prism navbar
- Select “My Account” from the top menu tab
- Select the “Bid Management Settings” accordion to expand the settings
- Select “Edit” by the “Vendor Auto Select” toggle
- Toggle the slider and click “Save” to disable automatic vendor selection
Vendor Auto Selection Features When Disabled
When vendor auto-select features are turned off, Bid Management will require the user to use “Manual Invite Only”, meaning that each individual vendor must be selected only from valid vendors in the “My Companies” module of Prism. Note that, in this state, when a certain number of bids are required in response, validation has been added to ensure that the appropriate number of vendors have been selected manually.
Figure 2: When auto-select features are toggled off, bids are set to manual invite only