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Gold Series - Start Here!

Updated over a week ago

Comments

We’ll show how to use Comments not just for communication - but for task tracking.

Use it to:

  • Collaborate internally on selections and assignments

  • Leave instructions and follow-ups for your team

  • Use as a task management system

  • Communicate with suppliers (check out the module below)

  • Comments live directly on Item IDs or Locations - so nothing gets lost in email threads

Comments

Procurement Management

We’ll set up a system to manage who is responsible for what - at every step of the way.

This includes:

  • Procurement Responsibility & Instructions

  • Supplier Information

  • Installer Information

Supplier Sharing

We’ll explore how to unlock real-time collaboration with external suppliers using Supplier Sharing, so they can help manage and assign items directly.

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