Suppliers

Adding a Resource Allocation to a supplier
To add a resource to a supplier, you can navigate to Resources, then click on detail of the specific trade/supplier. Once you navigate to resource alloca...
Mon, 11 Aug, 2014 at 12:29 PM
Updating Supplier info
To update any supplier information:  Please go to Resource codes on the header bar in ClickHome (Displayed in the screen shot) ...
Mon, 1 Dec, 2014 at 8:01 AM
Trade Allocation
The Trade Allocation tool allows you to visualize resource utilization across groups of tasks and jobs to see that your best trades are being kept bus...
Mon, 24 Aug, 2015 at 9:26 AM
How to set up Supplier Branches
Setting up branches against a supplier allows your supervisors to select the local branch and keep your estimating raising purchases orders against the h...
Tue, 1 Nov, 2016 at 1:52 PM
How to Unlock a Supplier
Sometimes in the web application you will be reassigning a supplier, it will revert back to the original supplier allocation. This is likely due to ...
Mon, 29 Aug, 2016 at 11:05 AM
Configuring a Supplier to show up on all tasks.
For some vendors there is a requirement to show up against all tasks, eg. 'jack of all trades' that does Maintenance rectification work. To reduc...
Mon, 20 Feb, 2017 at 3:01 PM
Special Suppliers and Types
Special Suppliers and Types Special Suppliers can be linked to a contract - for example Settlement, Lawyer, Real Estate Agent, Finance company etc ...
Fri, 3 Nov, 2017 at 4:04 PM