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This guide has been reviewed against our global client base and classed as relevant to all regions

Preferred suppliers are set up on the landlord record and will be offered when creating works orders

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for the landlord's properties

1. Access landlord financial screen

From the landlord record, in the Financial panel:

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2. View/add preferred suppliers

Preferred suppliers are shown in the panel bottom left

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From the Preferred suppliers panel (bottom left):

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supplier
Search for the supplier (or if not found, add new), double-click when found
The supplier will be added to the Preferred suppliers list
To remove a preferred supplier from the list, select it and press delete on your keyboard

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Tip
For more information on the supplier record, click here: Add a supplier/company record

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