Adding Suppliers and Contractors

Site App Pro can assist you in managing your suppliers and contractors who provide you with goods or services, perform maintenance tasks, and visit your work sites.

Use the Suppliers page to keep track of your business's suppliers or contractors. Add their information, upload certificates, and approve them. This page is a convenient way to store all the necessary details in one place.

In this article: 

Adding Suppliers

You can add new suppliers from both the web console and mobile app. Add one or multiple suppliers by

  1. Log in to the Web Console
  2. Click the Orange plus button
  3. Select either a single supplier or bulk upload supplier  

Adding a Single Supplier

  1. Select a supplier type: Goods - suppliers who provide goods to your business or Services - contractors/companies that provide maintenance work etc .
  2. Capture as many details as you need. Those fields with an asterisk (*) are required.  
  3. You need to list the type of items or services that the company provides e.g. concrete, timber
  4. You can enter the supplier's or contractor's certificate, showing if they are a certified supplier. You can monitor the supplier's certificates from your Dashboard on the Administration Console, showing when their certificate expires so you can keep your records up to date. 

  6. You can also attach resources directly to a Supplier. If you want to attach a supplier certificate or other resources click the plus button by 'Resources'. If you need more help with attaching resources click here. 

Note: If you enter a phone number or email address for a Supplier then when you navigate to suppliers on the tablet you will be able to use these details to make a call or send an email to the supplier.

Using Bulk Upload

If you have many suppliers/contractors and already have a list of them in Microsoft Excel or CSV file format you may save some time by using the bulk upload feature. 

Customise Supplier Label

Based on your business you may use the Supplier page for different reasons. 
For example: 
  • Storing Service or Goods Supplier Details 
  • Storing Business Contact Details 

You can customise the name of the Supplier page based on your desired use case. 

To do this:

  1. Log in to the Admin Console (Computer login) 
  2. Go to My Business
  3. Go to Settings 
  4. Scroll down to Supplier Settings 
  5. Change the 'Supplier' text to a label that suits you 
  6. Click SAVE 

Link Supplier/Subcontractors to Users

If you want to give your Suppliers access to complete forms in Site App Pro, then you need to set them up as a User. Once you've set them up, you can then link them to their Supplier profile. 

To do this:

  1. Set up your Supplier first
  2. Go to Team & Users 
  3. Edit the Pencil icon to open the User profile (or add a new one) 
  4. Go to Supplier 
  5. Choose the relevant Supplier
  6. SAVE

Now when you use the Staff List - Select From or Multi-Select from Staff answer types in a form, you will see the Supplier name listed next to the Staff Member. 

Approve Suppliers or Contractors

When working with Suppliers/Contractors you may need to go through an approval process to ensure they are approved Suppliers/Contractors. 

To do this:

  1. Add the relevant Supplier/Contractor details 
  2. Scroll down to Resources 
  3. Click the Plus button to add any relevant documents 
  4. Click Approved to approve any relevant documents 

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