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 the screen. Fill in the required details for the new company:

1. Name: Enter the company's name (e.g., Facebook).
   
2. Type: Select Supplier from the dropdown menu to specify the company type.
   
3. Website: Enter the company's website URL.
   
4. Phone number: Enter the phone number for the company.
   
5. Address: Fill in the company's address.
   
6. City: Enter the city where the company is located.
   
7. State: Enter the state.
   
8. Postal code: Enter the postal code for the company's address.
   
9. Country: Select the country from the dropdown menu.
   

​

Step 3: After creating the company, you can link contacts to it. Click on the Link contacts button on the right side of the company details page.

​

​

Step 4: You can either link existing contacts or create a new contact:

1. To link an existing contact, select the contact from the list.
   
2. To create a new contact, fill in the contact's details, including email, first name, last name, and phone number, then click Create.
   

Step 5: The newly added contact should now appear under the company's linked contacts. You can verify this by checking the contact list.

If you have any questions, please contact our Support team.

• Related Articles

• Create a new ticket

  To create a ticket, follow the steps below. Step 1: Click on the New Ticket button on the top right-hand side of the screen. Step 2: A pop-up will appear, where you can select the building you want to create a report about, and click on Continue. ...

• Supplier is unable to see the bid

  If the supplier is unable to see the bid, follow the steps below to fix that issue: Step 1: Go to the project for which you want to access the bid. Step 2: Select the bid room within the tab Manage Bids. Step 3: There, you will see an overview of all ...

• How to change the contact person/supplier assigned to a ticket

  In case you need to change the supplier contact person after they were already assigned to a ticket, follow the steps below. Please note that this can only be done if the status of the ticket is "Pending Supplier Confirmation." Step 1: Access the ...

• What notifications does the supplier receive when invited to provide a quote via Bid Room?

  A supplier receives notifications via email and within the Proprli platform. In this article, you will learn more about the supplier's experience when invited to participate in the bidding for a project. If you want to know more about their ...

• Create a new contact person

  When creating a new bid room and requesting a new quote, if you need to add a contact while in a new tender or contract, follow the steps below: Option 1: Creating a new contact person Step 1: Click on "+ Create a new contact." Step 2: Add the new ...