Adding a preferred supplier

If a landlord has a preferred supplier whom they would like to use for certain works to be carried out at their property, their preferred supplier can be linked to the individual property record.

When creating a works order, the preferred supplier will appear at the top of the list of suppliers and are represented by a gold star.

If the landlord no longer wants to use the preferred supplier, they can be deleted from the property record.

 Note

Before you start to link the preferred supplier to a property, you must first add the supplier as a contact
For more information on Adding a supplier, click here

This article includes: 

Add a preferred supplier

  1. Click Property on the main toolbar
  2. Select the relevant property from Recent & Favourite Properties
    1. Alternatively, find the property using the Search Properties bar in the top right
  3. Click Management on the side menu
  4. Click the Suppliers top tab
  5. Click Select Supplier
  6. Click Select next to the required supplier
    1. You can search for an existing supplier using the Search and Filters options
    2. Click Add New if you need to add a new supplier
  7. The required supplier will now display as Selected. Click Confirm
  8. Add any relevant notes and click Save

To add more suppliers, repeat this process from step 5 onwards.
For more information on Adding preferred suppliers to a landlord, click here

Remove a preferred supplier

  1. Click Property on the main toolbar
  2. Select the relevant property from Recent & Favourite Properties
    1. Alternatively, find the property using the Search Properties bar in the top right
  3. Click Management on the side menu
  4. Click the Suppliers top tab
  5. Click Delete on the preferred supplier you want to remove

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