When a landlord has been set up as a Contact, you can select a preferred supplier for them. This may be a supplier that is a chosen favourite to complete works or maintenance on their behalf, whether that be for individual preference, or, location based factors.
To add a preferred supplier:
- Click Contacts on the main toolbar
- Select the relevant landlord from Recent & Favourite Contacts
- Alternatively, find the landlord using the Search Contacts bar in the top right
- Click Management on the side menu
- Click the Suppliers top tab
- Click Select Supplier
- Click Select next to the required supplier
- You can search for an existing supplier using the Search and Filters options
- Click Add New if you need to add a new supplier
For more information on Adding a supplier, click here
- The required supplier will now display as Selected. Click Confirm
- Add any relevant notes and click Save
- Click Yes when prompted to Update all Properties for this landlord
- As suppliers are now available to the landlord, the option to add these suppliers to the landlords properties is now available
Note
You can only select one Supplier at a time. To add more suppliers, repeat the process from step 6 onwards
For more information on Adding a preferred supplier, click here