You can add supplier and installer information directly to individual items in your item schedule. This information is needed when generating Procurement and Installation Books.
Add a Supplier or Installer to an Item
In the Item Schedules tab, open the item you want to update.
In the fly-in panel, select the Suppliers/Installer tab.
Choose Add Supplier or Add Installer.
Follow the prompts to add the supplier or installer.
You can also add specific contacts if needed.
Once a supplier is added, you can generate a Procurement Book. Once an installer is added, you can generate an Installation Book.
For adding supplier and installer defaults at the org or project level, refer to the video provided.