Navigate to the Admin dashboard and click "More."

Add all the details for the vendor here and click "Create Vendor."

You can also assign a vendor role to a member. To do so, click "More" and then "Members & Access."

In this case, we will assign the vendor role to "Atlas Adams." To do so, click on the member.

You can edit the details for this particular member. Click "Edit" to modify the details for this member.

Select "Maintenance Vendor" from the role drop-down menu.

You have the option to assign an existing Work Order to a maintenance vendor or create a new one and assign it accordingly. In this example, we will assign an existing Work Order to the maintenance vendor. Begin by clicking on "Work Orders" from the Maintenance section.

In the Primary Assignee field, choose "Vendor" and then search for and select the vendor's name.

Click "Submit" once all details have been entered.

You can see that the WO has been assigned to the maintenance vendor.

Now, let's take you to the Vendor's dashboard. Vendors can log in and navigate to the 'POs' or 'WOs' sections.

To view the WOs assigned to the vendors, click "Work Orders."

Click one of the work orders to open it. Here, we click "Repair HVAC."

Here, you can view all the details related to the WO assigned to the vendor. Vendors can view, edit, and update POs and WOs assigned to them. Vendors can add work logs and send WOs for review directly within the system.

Vendors can view financial details related to their own WOs.

Admins can generate reports including vendor-related information. To do so, click "Reports."

Select the vendor from the drop-down menu to view the report specific to that vendor.

Click the "Apply Filters" button to proceed.

Now you can view the final report. You have the option to export the report in PDF, CSV, and XLS formats.

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Hasklel Corp				http://www.hasklelcorp.com	Houston, Texas			25-07-2024 14:47	0	0	

Vendor Role in EZO CMMS