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Suppliers

Suppliers

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Adding and Managing Suppliers

  1. In the main menu, click on Suppliers.
  2. Click the New button.
  3. Enter the supplier details in the respective fields.
  4. Click Save.

Supplier Categories

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  1. In the main menu, click on Settings.
  2. Find the Supplier Category section and click +.
  3. Enter a new supplier category and click Save.

NOTE: You can add a supplier category when adding a new supplier. When you reach the Category option, a dropdown menu will open; click on New. Enter the necessary information and save the changes.

Attaching Supplier Materials

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  1. Click on the supplier's name to open the profile.
  2. Find the Materials section.
  3. Click on the file upload button in the top-right corner of the Materials section.
  4. Choose the file you want to upload and click Open.

NOTE: You can also do this when adding a supplier. At the end of the form, there is a file upload button.

Tracking Supplier Work Order Execution

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  1. In the main menu, click on Suppliers.
  2. Click on the supplier's name to open the profile.
  3. In the Work Orders section, you will find all the work orders where the supplier acted as an executor.

TIP: Use the search bar for easier navigation of suppliers. You can search by name, code, and property name.

Schedule supplier work in the work order through the calendar, updating them as needed.

  1. Click on Calendar.
  2. Add a new work order by clicking on the Work Orders button, sliding over the calendar to select the date and time, or manually enter a new work order by clicking on the corresponding date.

TIP: Filter work orders based on default details such as type, category, location, or executor to find and manage all the work orders you need.