Companies/Suppliers

Add a supplier/company record

How to add & enter details for a company/supplier record

Working with relocation agents

How a relocation agent’s details should be added and used

Supplier checklist functionality - configuration option

Configuration option to provide supplier checklist functionality - the supplier checklist contains items specific to your business requirements - outstanding supplier checks can be flagged in the Organiser and also reported on

Supplier approval & supplier accreditation options

Click this link for supplier approval & accreditation related guides

'Core' and 'on hold' suppliers - configuration option

Click this link for information on setting up & using ‘core’ and ‘on hold’ suppliers

Configuration options (companies/suppliers)

Click this link for information on company/supplier-specific configuration options