Preferred suppliers view update (suppliers 'on hold')

Owned by Fiona Wilson, created
Last updated: Oct 23, 2023
1 min read

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

When selecting a contractor for a works order and the landlord has preferred suppliers set-up, those that are available and those that are ‘on hold’ are clearly displayed - an ‘on hold' supplier cannot be selected for the works order

'On hold’ supplier functionality is a configuration option introduced in version 12.155 - for more information, click here: https://reapit.atlassian.net/wiki/spaces/RW/pages/1842905089

For more information on setting up preferred suppliers, click here: https://reapit.atlassian.net/wiki/spaces/RW/pages/969146430

Add contractor to works order

From works order, Contractor panel:

  • Click Select

  • The landlord’s preferred suppliers list is displayed, any suppliers who are on hold are clearly indicated and cannot be selected

Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help