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

From AgencyCloud version 12.132, unapproved suppliers can no longer be added to a works order

If attempting to add an unapproved supplier to a works order:

  • A prompt will be displayed

    Image Modified

This applies 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)

Tip

This feature is dependent on your system being set-up to require approval when adding suppliers

For more information on supplier approval, click here:
Approve supplier and/or bank details - configuration option

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Note

Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help

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When using approval functionality for suppliers, unapproved suppliers will be prevented from being added to works orders

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