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

A configuration option is available to provide an agent with the ability to identify their own core suppliers - this is in addition (and separate) to the landlord preferred suppliers list identified on each landlord record

When carrying out an action that requires a supplier to be selected - such as when selecting a contractor on a works order or when booking certificates in bulk - a filter to show only core suppliers will be enabled on the company/supplier search

Core suppliers can be reported on via Power Reports

To enable this configuration option, click here to contact Reapit Support

1. Set supplier as a core supplier

From company/supplier:

  • Ensure Business type is set to Supplier

  • To the right of Business type, tick Core

  • Click Save and Exit

2. Viewing/using core suppliers in supplier searches

When carrying out an action that requires a supplier to be selected, a filter to show only core suppliers will be enabled on the company/supplier search

Example - when selecting a supplier for a Works Order:

  • In Contractor panel, click Select

  • Where set, the landlord’s preferred suppliers are shown first - select Other and click Accept

  • The company search screen is displayed - automatically filtered to show Suppliers and
    Only core suppliers (bottom left)

3. Power Reports

When carrying out company reports, it is possible to report on core suppliers and/or view information on whether the supplier is a core supplier in the report results grid

From Power Reports screen:

  • Select Company as the report type and click Show more

  • In Company section, Core Supplier can be selected as a report criteria option

  • To return just core suppliers in your report, leave Core Supplier set to is true

  • After running a company report, the results grid includes a column titled Core which indicates whether a supplier is a core supplier

  • Grid functions can be used to sort or group/filter the list according to whether they are a core supplier

    • Click the column heading to sort

    • Click to the right of the column heading for group/filter options

For more information on running Power Reports, click here

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