Add core suppliers - configuration option

Owned by Fiona Hardy, created
Last updated: Oct 23, 2023
4 min read

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

  • Tick Core

  • Click Save and Exit

 

 

 

 

If using the legacy company/supplier screen: the Core option is shown to the right of Business type of Supplier
(as shown at bottom of 1a)

1a. Changes to core supplier setting added to company/supplier journal

When adding/removing the core supplier setting on the company record, this is automatically added to the company/supplier journal

From the company/supplier record:

  • The supplier being marked as core is logged in the Activity Feed
    (if the Core setting is removed, this is also logged)

  • If these entries aren’t shown, click the filter icon (top right of Activity Feed), select Edit hidden entry types, remove Detail Change and click Accept

If using the legacy screen:

  • Click Contact details tab to view journal entries

  • If journal entries are not shown:

    • Click Contact Notes and select Choose entries to view

    • Tick Detail Change and click Accept
      Journal entries with the type of Detail Change will now be shown which includes changes to the core supplier setting

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: Power Reports

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