How to ask suppliers to fill in specific requirements?
Setting up a Bid Form is a great way to ask for specific requirements from a supplier. That's where you can list any documents or requests you want the bidder to confirm they have read and acknowledged.
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Managing suppliers and contracts within an asset
To manage suppliers and contracts assigned to an asset, follow the steps below. Step 1: Navigate to the Maintenance tab within the building profile. Step 2: By clicking on the "Assign suppliers" button on the right-hand side of your screen, you will ...
How to send reminders to suppliers via ticketing
Once a supplier is assigned to a ticket, a work order is created, and they are notified via email about it with a message similar to the one in the screenshot attached. If they are taking longer than expected to review and accept the work order, or ...
I can't find the suppliers to add to a bid
If you cannot find the bidders you want to invite within your contact list, you might need to create them first. There are two scenarios here: Option 1: The company already exists, but you can’t find a specific contact person - if that's the case, ...
I can't see a specific project
If you're unable to view a particular project, it’s likely because your permissions aren’t set correctly. To fix this, follow the steps below in Access Management: Option 1: Change Role Step 1: In the Access Management section, go to the Team tab. ...
I overspent on a specific project. What should I do?
If the owner has reviewed and approved the RFA, there is no issue. Once the RFA is approved, it does not impact the project itself. You will only see on Proprli that you have spent a certain percentage more than initially planned. If you have any ...