---
title: "Qualification Criteria tab"
canonical: "https://support.mercell.com/space/MKB/196280334947/Qualification%20Criteria%20tab"
format: markdown
---
> ℹ️ Only visible if ESPD is not used in the previous tab

Qualification criteria are essential for ensuring that only suitable suppliers participate in your sourcing event. These criteria establish a baseline that suppliers must meet, and unlike other evaluation factors, they are not scored; they are simply a pass or fail.

## Introductory information

You can choose an introduction from pre-saved texts for the qualification criteria or by entering the introduction in the text field.

- *Note: If you want to save this as a pre-saved text, check the box marked Save and enter a name for the text. Once you click save on the overall tab, this text will be saved a pre-saved text for future use.*

## Add Qualification criteria

Create a new qualification criteria by writing the requirement in the *new requirement* field  

Select the type of requirement by clicking the dropdown menu *Select type*. You can select one of the following types of requirements:

- **Numerical  **
  - The bidder must enter numerical information
  - Minimum and/or maximum values ​​can be defined
  - The number of decimal places in the value entered by the bidder can be limited
  - This can be made mandatory to respond to by checking the box labelled "Entry is required"
- **For Your Information**
  - Text for the information of the bidder, no reply is required in this option

- **Uploadable**
  - The bidder must upload the file
  - This can be made mandatory by checking the box labelled *Uploading is required*

- **Text**
  - The bidder can enter free text
  - A maximum length for the answer can be defined in characters (eg. X characters)
  - The bidder’s answer can be defined as:
    - single line
    - multi-line
  - This can be made mandatory to respond to by checking the box labelled *Entry is required*
- **Menu**
  - This is a drop-down menu from which the bidder can choose the option he wants
  - Name the menu by entering text in the field
  - Define the restrictions for the menu by clicking on *Menu definition*. The options for the restrictions are:
    - Selection not restricted
      - There is no limitation in the choice of options for the bidder. They can choose as many options as they want
    - Choose not more than one
      - The bidder can choose one option or leave the question unanswered
    - Choose at least one
      - Thebidder must choose one or more options (the question is then mandatory)
    - Choose one
      - The bidder must choose only one option (the question is then mandatory)
  - Enter the items for the menu in the fields labelled *New selection row*. A new selection row will add automatically.
- **Yes/No**
  - The bidder answers yes or no
  - The question can be defined as “Optional” or “Selection is required”
    - A yes or no answer can be defined as mandatory
  - Conditional criteria can be assigned for the criterion
    - If the box marked "Yes" option involves additional criteria" is selected, a new question can be defined for the bidder if they answer "Yes" to the original question
    - If the box marked " "No" option involves additional criteria" is selected, a new question can be defined for the bidder if they answer “No” to the original question

- **Record**
  - Prepare the desired battery of questions, which the bidder must answer x times (e.g. references)
    - Create the questions/criteria under "Record criteria"
  - It is possible to define the minimum and/or maximum number of answers the bidder must or can submit
    - The question is optional if the values ​​are left undefined

- **Subheading**
  - Subheadings structure and clarify requirements. This qualification criterion requires no response from the bidder

## Edit qualification criteria

- Deleted selected requirements together
  - Select the criteria you want to remove by checking the empty box next to each line
  - Click the red delete button at the top of the box
- Export the selected criteria as a group
  - Select the criteria you want to save as a group in the criteria library (See criteria library instructions  <u>[here](http://sourcingsupport.cloudia.fi/fi/support/solutions/articles/6000233091-kriteerikirjasto)</u> )
  - Click on the export cloud button at the top of the box (located to the right of the delete button)
- The criteria library can be accessed from the book icon
  - From the criteria library, you can import a ready-made group of qualification criteria for the sourcing in question

## Edit individual requirements

- The criterion can be removed from the red cross icon
- The order of the suitability requirements can be edited by grabbing the desired criterion and dragging (drag and drop) it to the desired place.

## Criteria Functions

- The functions menu to the right of each criterion allows for the editing of each individial criterion
- “Close criterion”
  - Hides the qualification criterion details (only shows the qualification criterion title)
  - To edit an qualification criterion again, you must first open it from the icon “Open all requirements”

- “Move or copy a criterion”
  - You can move the qualification criterion to another location or copy it
  - You can then select "New requirement" and the requirement in question will be copied as a new requirement
  - If you are moving a criterion of a Yes/no type, then a list of which functions can be used to move or copy criteria requirements opens in a pop-up window
    - Move or copy the requirement as a conditional criterion of the Yes/No criterion
      - Add to the "Yes" option
      - Add to the "No" option

## Preview qualification criteria

Click on the eye icon at the top right hand corner to open a preview of the suitability requirements in a new window

<span style="color: #97a0af">*Article Ref: 080820251108*</span>