A guide for manually creating a new Supplier in the 1Breadcrumb Supplier Directory.
💡 This guide is designed for non-Procore users. If you use Procore, you should add a Supplier in Procore and have it sync across into 1Breadcrumb automatically.
If you want to add a Supplier to one of your Sites so that you can onboard them and have their workers complete their check-ins on-site, first, you will need to create them as a Supplier. This guide will show you how to do that.
Table of Contents
Requirements 🔑
Permissions: Company/Site Host (Supplier Management) Permissions required. If you do not have access, please contact your 1Breadcrumb administrator.
Web Portal Instructions 💻
Step 1: Navigate to the Suppliers Directory
- Start by clicking on the Suppliers menu from the left-hand toolbar
- This will show a list of all companies already created in 1Breadcrumb
- Use the search bar to check if the company you want to create already exists
Step 2: Create a New Supplier
- Click on the green Add Supplier button on the top row of the screen
- Add the following details to create a Supplier:
- Supplier Name: The name the company will display as
- Email: The email that will auto-fill in the quick/full onboarding email
- Phone: The number that will auto-fill in the full onboarding email
- Contact Name: The name that will auto-fill in the quick/full onboarding email
- Once complete, select Add to save your changes
Mobile App Instructions 📱
Step 1: Navigate to the Suppliers Directory
- Start by clicking on the Host panel in the bottom right of the Mobile App
- Make sure you have "All Sites" selected, if not, click on Change Site
- Next, click on the Suppliers tile to open a list of companies in 1Breadcrumb
- Use the search bar to check if the company you want to create already exists
Step 2: Create a New Supplier
- Click on the + Add New Supplier to Company button at the top of the screen
- Add the following details to create a Supplier:
- Supplier Name: The name the company will display as
- Email: The email that will auto-fill in the quick/full onboarding email
- Phone: The number that will auto-fill in the full onboarding email
- Contact Name: The name that will auto-fill in the quick/full onboarding email
- Once complete, click the orange Add button to save your changes
You now know how to create a Supplier in 1Breadcrumb. If you would like to add them to a Site to start onboarding them, use this guide.
💡 Reminder: if you use Procore, you should be creating your Companies in Procore and automatically syncing them across into 1Breadcrumb via out integration.