Managing suppliers within an asset
To check or add suppliers assigned to an asset, follow the steps below.
Step 1: Navigate to the Suppliers tab within the building profile.
On the left hand-side of your screen, you can see the total number of suppliers (All) that are a part the selected asset.
Step 2: By clicking on the Supplier Management button on the right-hand side of your screen, you will have the ability to add new suppliers to the asset.
Step 3: An overview of all added suppliers should be listed in grey at the top of the Supplier Management page. If you made all necessary changes, click on the Save button at the bottom right-hand side.
Step 4: Disciplines, contact person(s) and notes can be edited for each individual asset in the Suppliers tab. If you want to edit the discipline for an asset, hover over the supplier company line and click on the pencil icon that appears in the discipline column.
Make sure to adjust the column width, so it is large enough for you to see the pencil icon.
Step 5: Once you click on the pencil icon, you should see a pop-up window with a dropdown menu containing a list of disciplines that you can select and/or deselect.
Step 6: To add contact person(s) hover over this section and click on “set contact person(s)”. Once you click on "set contact person(s)", you should see a pop-up window with a dropdown menu containing a list of contacts that you can select and/or deselect.
Step 7: To add a note, click on "set note," type the information you want to insert, and click on the Submit Note button.
Step 8: This is optional, but if you want to edit supplier's details, click on the company name, and you will be redirected to the company page, where you can edit everything that is company-related.
Changes made here will be valid for all assets the supplier is assigned to. The company's address and phone number can only be edited in the company page.
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