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

Unapproved suppliers can no longer be added to a works order

This feature is dependent on your system being set-up to require approval when adding suppliers - for further details on this, see section at the bottom of this article

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

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)

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

  • The supplier is automatically classed as Unapproved

  • Click the Supplier link and select Approve Supplier Detail
    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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