Keep a supplier directory

The supplier directory lets you link contractors and companies to jobs and invoices.

Steps

1. Open Operations, then Suppliers.
2. Select Add supplier and enter the details you need for your team.
3. Save the supplier, then link it to relevant properties or work orders.
4. If you have many suppliers, use Download the template and the import area.

Office managers, operations managers and facilities members: open Suppliers directly from the main menu.

Figure 1. Supplier directory and add controls.

What you will see

The list shows suppliers and the properties they cover. Re-importing a supplier from the template updates its existing record rather than making a duplicate. Administrators, office managers and operations managers with facilities permission can manage suppliers; other team members may have viewing access only.

If something goes wrong

• "No suppliers yet. Add the contractors and companies you use, so their jobs and invoices can be linked to them." Start with Add supplier.
• If you cannot see Add supplier, ask an administrator to check your facilities permission.
• If an imported supplier is missing, check the template's property references and the import result before trying again.