Add core suppliers - configuration option

1. Set supplier as a core supplier

From company/supplier:

• Ensure Business type is set to Supplier
  
  

• Tick Core
  
  

• Click Save and Exit

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

Open

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