Adding Preferred Supplier to Branch Location
Jerad Flickner
11 steps
25 seconds
Skylightlending
1
Navigate to Installer Portal Homepage
2
Click "Admin"
3
Click "Branches"
4
Click the menu icon.
5
Click "Add Supplier"
6
Click Select under "Preferred Supplier Company"
7
Select Preferred Supplier for the Installer branch/location
8
Click Select under "Preferred Supplier Branch"
9
Select Preferred Supplier Branch
10
Click "Add Supplier"
11
For this installers "Main" branch, the "Houston, TX" Branch is now selected as the Preferred location for "XYZ SUPPLY HOUSE"
Adding Preferred Supplier to Branch Location
Jerad Flickner
11 steps
25 seconds
Skylightlending
1
Navigate to Installer Portal Homepage
2
Click "Admin"
3
Click "Branches"
4
Click the menu icon.
5
Click "Add Supplier"
6
Click Select under "Preferred Supplier Company"
7
Select Preferred Supplier for the Installer branch/location
8
Click Select under "Preferred Supplier Branch"
9
Select Preferred Supplier Branch
10
Click "Add Supplier"
11
For this installers "Main" branch, the "Houston, TX" Branch is now selected as the Preferred location for "XYZ SUPPLY HOUSE"
