Your account will be pre-loaded with suppliers during your onboarding meetings.
If you don’t see any suppliers or need to get onboarded, please contact us at support@roof.link.
From your company suppliers page, you can edit the following information:
✅ Basic Supplier Information (Name, Abbreviations, Primary company contact, and QuickBooks settings)
✅ Products
✅ Users
✅ Locations
✅ Status (if the supplier is active or not)
Create Supplier
2. Click on the Create button.
4. Complete and submit the form.
Add Users
Inside users, you should add the contact information from the company supplier representative that you frequently get in contact with.
2. Click on the user link inside the row of the company supplier you want to modify.
3. Click on create
4. Complete and submit the form.
Add Location
Requirements to add the supplier locations:
Steps to add a location
2. Click on the location link inside the row of the company supplier you want to modify.
3. Click on create
4. Complete and submit the form.
Basic Information
We highly recommend adding the users for that supplier company before editing the basic information. Otherwise, you won’t be able to add the primary supplier contact.
2. Click on the Name link inside the row of the company supplier you want to modify.
3. Complete and submit the form.