In order to update a supplier's contact details, or other additional details, click Options > Update on the supplier overview.
Contact details
You can update this supplier's contact details.
- Supplier type
- Name
- Address
- Phone number(s)
- Email address(es)
Additional details
Trade
Choose the appropriate trade for this supplier. You cannot add your own custom trades; you must choose from the pre-defined list which cover all the main supplier types. Options are:
- Advertising
- Alarms and security
- Cleaning
- Electrical
- EPC and Property Services
- Financial, Legal and Professional
- Furniture and Appliances
- Gardening
- Gas and Fire Safety
- General Maintenance
- Installation and Repair
- Joinery and Roofing
- Other
- Painting and Decorating
- Plumbing, Heating and Drainage
- Utilities
Agency Discount
Your agency may have negotiated an ongoing discount with the supplier, e.g. for repeat business, or prompt payment. This discount will be applied to the supplier's account, but the cost of the original invoice will be passed in full to the landlord. Enter the discount as a percentage.
Job Email Alert
Set this to Yes to automatically send an email to the supplier when a job is assigned to them. Obviously this only works if the primary email address is specified in the supplier's contact details.
Job SMS Alert
Set this to Yes to automatically send an SMS text message to the supplier when a job is assigned to them. Obviously this only works if a mobile number is specified in the supplier's contact details.
Email Copy to User
Set this to Yes to automatically send a copy of supplier emails to the current user also.
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