Supplier Management
How to Print Supplier Quotes
Follow the below process to Print Supplier Quotes Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Supplier Quotes Click on the button for More Options and select Print You can choose Print as a list to ...
How to Export Supplier Quote
Follow the below steps to Export Supplier Quote Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Supplier Quotes Click on the button for More Options and select Export Chose the format of the File You can ...
How to Decline Supplier Quote
Follow the below process to Decline Supplier Quote Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Supplier Quotes Click on the check box of the Supplier Quote Entry Then click on the Decline button from ...
How to Approve Supplier Quote
The configuration for the number of approvals required to approve a Supplier Quote can be adjusted through the "Number of Supplier Quote Approvals Required" option within the Supplier Quote section of the Purchase Settings. Follow the below process ...
How to Delete Supplier Quote
Follow the below process to delete the Supplier Quote Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Supplier Quotes Click on the check box of the Supplier Quote Entry Then click on the Delete button ...
How to Edit Supplier Quote
Follow the Process to Edit Supplier Quotes Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Supplier Quotes Click on the 3 dot option and select Edit Alternatively, you can right-click on the entry and ...
How to Create Supplier Quotes
Follow the Process to Create Supplier Quotes Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Supplier Quotes Click on "Add a New Record" or use the "+" sign to initiate the creation of a new Supplier ...
How to Import the Supplier List
This article explains how to import the Supplier List Navigate to the Web Portal and login On the left-hand main menu, select Contacts->Suppliers Click on the button Click on Import Data Choose Excel as your File Type Click on Browse and find your ...
How to Export Supplier List
This article will help you to Export the Supplier List Please follow the below steps to Export Supplier List Navigate to the 3PM Construction Web Portal and login On the left-hand main menu, select Contacts> Supplier Click on the Menu bar and select ...
How to Search a Supplier
This article will help you to Search for a Supplier Please follow the below steps to Search for a Supplier Navigate to the 3PM Construction Web Portal and login On the left-hand main menu, select Contacts> Supplier Click on the Search button Click on ...
How to Edit Supplier details
This article will help you to Edit supplier details Please follow the below steps to Edit supplier details Navigate to the 3PM Construction Web Portal and login On the left-hand main menu, select Contacts> Supplier Select the Supplier details you ...
How to Create a Supplier
It's important to note that if the Xero Integration is enabled under Company Settings, the Supplier list will be automatically updated from Xero if available Please follow the below steps to create a new Supplier Navigate to the 3PM Construction Web ...
How to view Supplier Spreadsheet and create a new Supplier
This article will help you to set up the Supplier Spreadsheet Please follow the below steps to set up the new Supplier Details Navigate to the 3PM Construction Web Portal and login On the left-hand main menu, select Contacts> Contact Settings The ...