Suppliers

The Suppliers area allows users to Add, Edit, and Delete Suppliers within the system.

Once created, Suppliers can be assigned to a Client. After being linked to a Client, the Supplier can then be associated with a Build Stage, enabling the system to automatically derive the Material Costs for that Build Stage.

The Suppliers area contains a Quick Search which targets the Supplier & Phone Number columns.

To create a new Supplier, the user must select the + New button in the top-right corner of the screen.

The system will then open a new Supplier record, which automatically displays the Details page, allowing the user to enter relevant information such as Name, Address, Phone, Email & any Additional Information.

Users can edit an existing Supplier at any time by selecting the required record from the table and entering Edit mode. The necessary changes can then be made and saved.

To delete an existing Supplier, the user must have the relevant System Access permissions. To perform the action, the user must enter Edit mode and select the Delete button located in the top right corner. However, if the Supplier is in use throughout the system, the user is prohibited from deleting the Supplier, and an error message will be displayed stating that the Supplier is in use.

Deleted Supplier records appear highlighted in red within the list table to clearly indicate their status. Only users with Super User permissions can view deleted records. These records can be restored by opening the deleted record and selecting the Restore button located in the top-right corner.

Details

The Details page contains text fields where the user enters the Supplier’s information. These fields include Name, Address, Phone, Email, and Additional Information.

The Name and Address fields are mandatory and must be completed before the record can be saved.

Upon saving the record, the Supplier is successfully added to the system and will then be available for selection throughout the system.

Branches

The Branches section allows users to add Supplier Branches to a Supplier. Branches are effectively a subset of a Supplier, and each Supplier can have multiple Branches.

Lead Supplier Branches can be selected within a Client’s Build Stages, a Site’s Build Stages, or within Variations; however, selecting a Branch is not mandatory.

If a Supplier Branch is chosen, it will appear on the Purchase Order and will also be included in the automated email sent from the system.

The Branches area contains a Quick Search which targets the Name column.

To add a new Supplier Branch, the user must enter Edit mode and select the Add Branch button located above the right-hand side of the table; the system will then direct the user to a new Supplier Branch record, which automatically opens on the Details page.

Details

The Supplier Branch Details page allows the user to enter relevant information about the Branch, such as Name, Address, Postcode, and Phone Number, all of which must be entered manually. The Name field is the only mandatory field, and the system will prevent the record from being saved if it is left blank.

Once the user has saved the record the Supplier Branch will be added to the Supplier.

Emails

The Supplier Branch Emails section allows the user to add email addresses to the Branch; these emails will receive the Purchase Order if this Supplier Branch is selected.

The Supplier Branch Emails section contains a Quick Search which targets the Emails.

To add a new Supplier Branch Email, the user must enter Edit mode and select the Add Email button located above the right-hand side of the table; the system will then add a blank row to the Emails table with an editable Email field ready for entry.

Upon entering an Email and saving the record, the Supplier Branch Email will be added to the Supplier.

Users can delete existing Supplier Branch Emails at any time by entering Edit mode and selecting the Delete icon for the relevant record. The system will then prompt for confirmation, and if Yes is selected, the Email will be removed permanently; to add it back, the user would need to re-enter it manually.

Clients

The Suppliers Clients section allows the user to assign a Supplier to Clients and also view which Clients are currently associated with that Supplier.

The Clients section contains a Quick Search which targets the Name column.

To add a Client, the user must enter Edit mode and select the Add Client button located above the right-hand side of the table; the system will then direct the user to a new Supplier – Client Details page to select a Client.

The Client dropdown lists all non-deleted Clients within the system. Select a Client and save the record to associate it with the Supplier. The selected Client will appear in the list table, and the Supplier will also be displayed in the associated Client’s Suppliers section.

Users can disassociate a Supplier from a Client by selecting the relevant Client from the table, entering Edit mode, and then selecting the Delete button located in the top-right corner.

Purchase Orders

The Suppliers Purchase Orders section allows the user to view all Purchase Orders that have been created for that specific Supplier.

This section contains a Quick Search which targets the PO Number column.

If the user wishes, they can select a Purchase Order from the table, and the system will then navigate to the selected Purchase Order record.

Deleted Purchase Order records appear highlighted in red within the list table to clearly indicate their status. Only users with Super User permissions can view deleted records.