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Sending a supplier price list
If you can’t wait for your supplier to come onboard, you can send us your supplier price list in .csv format and we can upload your products for you. Please include the following information: Product Name Brand Summary Category Variants Width cm ...
Linking to a Proposal/Project
When clocking in and clocking out, you can link to a specific Proposal/Project. To learn more about this, click here. This means that you can easily see how much time was spent working on a job by everyone in your company. To view timesheets within a ...
Link your Suppliers with your Xero Account - from within a Project for a Purchase Order
Within the ‘Projects & Proposals’ tab click into your projects Select the project you want to create a purchase order for Scroll to the bottom and select the ‘Purchase orders’ tab This will open the purchase order related to the specific project you ...
Link your Suppliers with your Xero account - from within the Suppliers tab
Within the ‘Suppliers’ tab on the left hand menu, click ‘My suppliers’ This will open a page showing all of the suppliers that you are linked to On the supplier you want to link, click ‘settings’ A window will appear, on this click the button ‘link ...
Inviting Suppliers
To invite suppliers to the platform, Click on the ‘Suppliers’ tab in the left hand menu, this will bring up a list of the suppliers that are already on the platform On the right, click the button ‘invite your suppliers’ A form will open giving you ...