A guide to manually assign a supplier to a site without using the Procore automation. The supplier has to have been previously added to your company.
Table of Contents
Requirements
Requirements: You must have the Supplier already added into your 1Breadcrumb to be able to add them, see how to here.
Permissions: Company/Site Hosts with "Modify Site" permissions. If you do not have these permissions, please reach out to your 1Breadcrumb administrator.
Web Portal Instructions
Step 1:
- Navigate to Sites in the left navigation column
- Choose which site you'd like to add the supplier to. Select the Suppliers button.
Step 2:
- In the List of Site Suppliers, select + New to add a new supplier to site.
- Choose or search from the dropdown by typing in the name and click Submit .
- This will now be listed in the suppliers for this site
Mobile App Instructions
Step 1:
- Navigate to the Host Panel
- Ensure you choose the correct site you're wanting to add to
- Select the Supplier tile
Step 2:
- Use the 'Add Supplier to Site' button, select the dropdown and pick a supplier from the company list.
Tips
To add a supplier that is not on the company list, use the dropdown and select > Add new supplier to the site. To ensure there are no duplicates, check the dropdown first to make sure the supplier hasn't already been added.