Requesting Prequalifications

How to create a new prequalification criteria

Learn how to create new prequalification criteria for your organization

Individual prequalification criteria allow you to set different passing and failing requirements for your vendors.

To create a new prequalification criteria, navigate to the "Prequal Criteria" section using the navigation bar at the top of your Trestle dashboard

Top navigation bar

From the Prequal Criteria page, use the "+" button next to the prequalification criteria drop down menu to create a new criteria

Add new prequalification criteria button

A pop up window will appear after your click on the "+" button. Enter the name of your new criteria here. If you make a mistake, simply delete the newly created criteria and try again

New criteria creation pop up window

Once you've named your new criteria, simply press the "Save" button and you're all set!

You'll be taken directly to the newly created criteria to begin setup and customization.

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