1. Navigate to https://app.getflowpath.com/work-orders
2. Go to your Action Menu to access your global settings.
3. Click "Global Settings"
4. Click "Work Orders"
5. Click "Categories" in the jump to section or scroll down.
6. Click on a existing category you would like to have automatic Vendor assigments for or create a new one.
7. Click "Vendors"
8. Toggle on to automatically assign work orders to a vendor when they are created with this category.
Then go down to the "Default Assignments" drop down to selected the vendor that you want to assign.
9. If you want to add a layer of approval to this automation as well.
10. Another option is to select automatic vendor assignments based on locations.
11. First select your vendor from the drop down.
If you don't see your vendor make sure you check out our guide on how to set up a Vendor and Primary contact in the system.
12. Then select your Site or Building.
13. You can then Select All sub locations for your Building or hand select each one.
14. Be sure to click "Update" so your settings are saved.
15. Click the X and you are done setting up Vendor assignments for your category!
16. Be sure that you have a primary contact set up for your vendors so they will be notified about the work order via email.