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This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAE

Where your system is set-up to require approval when adding suppliers*, from AgencyCloud 12.132 - unapproved suppliers can no longer be added to a works order

* Dependent on system configuration - for more information, see the information box at the bottom of this article


If attempting to add an unapproved supplier to a works order, this message will be displayed:

This applied wherever an unapproved supplier is added to a works order, including when:

  • Adding contractor quotes to a works order
  • Booking works orders in bulk (often done via the Property Management panel of the Organiser)



* This is dependent on system configuration - to set this up, click here to contact Reapit Support

For more information on working with unapproved suppliers, click the link below

Working with unapproved suppliers
Info
Expand
title
titleWhen supplier approval is required

When your system is set-up to require approval for suppliers and a new supplier is added:

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  • The supplier is automatically classed as Unapproved

  • Click the Supplier link and select Approve Supplier
Details
  • Detail


Info

When using the Search Companies screen to search for Suppliers, unapproved suppliers are not shown in the list (unless the Type setting is changed to All)



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