Suppliers

From the 'Supplier Menu', you may:

•  Store your supplier details (contact details, supplier type, email and web site details)

•  Look up supplier details alphabetically or by supplier type (e.g. electrician)

•  Produce supplier payment reports (can be limited to a supplier, expense type or time period)

•  Record your suppliers performance

•  Customise supplier types (e.g. you may wish to add a garden maintenance supplier type)

•  Record quotations from your suppliers allowing for comparison between suppliers

Note: The Supplier Menu is accessed through the Property Maintenance Menu

We have included a number of screen shots to give you an idea of how the features work.

From the 'Supplier Menu', select the option you require:

Add New Supplier

To add a new supplier to your records, simply fill in as much detail as you wish to store.

To Review a Suppliers details, simply select the required supplier from the drop down supplier list, as per below:

Two supplier listings are provided, similar to the example below, that lists the suppliers by name (in alphabetical order) or by supplier type (e.g. electrician) and town - so you can identify the electricians in London.   These can be further sorted or exported to Microsoft Excel.

Supplier Transaction Reports

Supplier transaction reports may be produced that show the transaction history sorted in chronological order. 

These reports may be limited to a time period, supplier or expense type through the screen illustrated below.