Suppliers
The suppliers panel in COHO can be used to keep an up to date record of all trades persons or suppliers you have dealings with. By storing the information in COHO you can ensure that all team members have access to supplier contact details. The suppliers that are entered into the Suppliers panel also feed into the Maintenance and Finance panels. See also Maintenance and Finances.
You can 'Import Suppliers' if you have already got a CSV file with all of your suppliers on it.
It is important to use our template to ensure the information is imported correctly. The CSV allows for the following columns: CompanyName, ContactForename, ContactSurname, EmailAddress, ContactNumber and Notes.
Adding a supplier can be done by clicking ‘Add supplier’.
Adding Suppliers
When you click to ‘Add new supplier’ you can then complete the fields for that supplier. This includes:
Company Name
Contact Forename
Contact Surname
Email
Contact Number
You can also toggle if the supplier is a preferred supplier.
Notes
Permissions
Here you can choose certain fields to skip the validation steps during the maintenance process. See also Maintenance. Options include; Quotes submission, invoices submission, date proposal and job completion. This will allow your organisation to have suppliers whom you automatically accept their quotes, invoices, scheduled dates, or completion reports. Without these settings the manager has to approve each step.
Specialisms
You can assign a specialism to the supplier. Builder, Cleaner, Electrician, Handyman and Plumber are entered by default but you can add your own specialisms.
Suppliers to maintenance issues
When a maintenance issue is logged on COHO on the Maintenance panel, you are able to assign that maintenance issue to a supplier. If the supplier's information has been entered in the Suppliers panel, you will be able to assign it to them using a suppliers drop down box. See also Maintenance.
Suppliers to financial items
When a financial item is logged on COHO on the Finances panel, you are able to assign that financial item and invoice to a supplier. If the supplier's information has been entered in the Suppliers panel, you will be able to assign it to them using a suppliers drop down box. See also Finances.
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