Office Users have the ability to select which of their vendors are available for use on each of their jobs.
How to Use this Feature:
Creation of Approved Vendors.
Select “Jobs” from the menu
Select the Job you would like to set up job-approved vendors for
Click on the "Vendors" tab
If you use the drop-down to select “Use organization-wide vendors” (selected by default) then All active vendors are listed below with checkboxes checked, and The list of vendors and checkboxes are all read only when “org-wide” is selected.
5. If you use the drop-down to select "Use job-specific vendors", then all checkboxes are initially checked but you can now select which vendors you would like approved for this job.
6. You can use the Save Changes and Undo buttons to now save or undo your changes!
7. Org level Vendors list
Please keep in mind that if a vendor is made inactive at the organization level it will not be selectable across all jobs, even those where it was previously approved.
If you have any questions, please reach out directly to your CSM or to our Support Team at support@usekojo.com