Simplify Your Workflow with Quick and Easy Supplier Management
Managing your suppliers efficiently is crucial for the smooth operation of any business. Alkimiis supplier feature allows you to quickly add and locate supplier details, streamlining your workflow and saving you valuable time. In this article, we will walk you through the steps to add supplier details, ensuring you have all the information you need at your fingertips for seamless supplier management. Whether you're new to the app or looking to enhance your current process, this article will provide you with the tools to optimise your supplier interactions.
This will be based on a permission basis. If you require this permission please contact our customer success team at hello@alkimii.com to find out more.
How to add a supplier?
- Using the menu, navigate to Property > Suppliers
- In the top right of the screen select "Add Supplier"
- A pop-up will prompt you to enter the supplier details including the title, category, company name, contact information and address.
- You can also add any notes into the free text field that other employees can use as references.
- If you wish to upload any attachments, simply drag and drop the files from your system into the upload box.
- Click save to create this entry.
Adding a Supplier from within the Asset Manager
- Using the menu, navigate to Property > Asset Manager
- From the headers along the top, select "Suppliers"
- In the top right of the screen select "Add Supplier"
- A pop-up will prompt you to enter the supplier details including the title, category, company name, contact information and address.
- You can also add any notes into the free text field that other employees can use as references.
- If you wish to upload any attachments, simply drag and drop the files from your system into the upload box.
- Click save to create this entry.
How do you search and filter for a specific supplier?
- Using the menu, navigate to Property > Suppliers
- On the left, you will see "Filters", select the dropdown.
- To enable a filter, tick the checkbox, this will populate the option along the top navigation bar. To disable a filter, simply untick the checkbox and this will disappear from the top navigation bar.
- Once the filter has been enabled, you can select it and choose the items from the dropdown menus.