Add, open and delete a supplier

Add a supplier

1. Open the project menu and select the Suppliers section.
2. Click new and enter the supplier’s details.
3. Click save.

Open the record

Select the supplier and click the expand button.

From the supplier window you can:

• see the details and the contacts;
• see the work phases it is linked to;
• add or remove the users linked to the supplier;
• create folders and attach documents.

In the list you can also search by name, view the history, and export the list in .csv format.

Delete a supplier

1. Select the row of the supplier.
2. Click the delete icon.

Next: link the supplier to the offices where it operates, Link a supplier to an office, and to the work phases it carries out, Link a work phase to a supplier.