Add core suppliers - configuration option
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:
If using the legacy company/supplier screen: the Core option is shown to the right of Business type of Supplier | |
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:
If using the legacy screen:
| |
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:
| |
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:
For more information on running Power Reports, click here: Power Reports |
Related articles