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 Company Settings: Option 1: Change Role Step 1: In the Company Settings section, go to the Team or ...
Create a new supplier
To manage your Suppliers, hover over General on the left-hand side of your screen and select Companies. Step 1: Add a new supplier by clicking on Add New Company on the right-hand side of your screen. Step 2: A form will appear on the right side of ...