Every item on a project needs to be sourced from somewhere and installed by someone. efficiently gives you a structured way to manage this from the top down — set your defaults once at the organisation level, override them at the project level, and manage the detail at the item level. The result is a clean, accurate procurement picture across every project.
Set Your Organisation Defaults
Navigate to Admin Console → Org Settings
Set default suppliers and installers at a division level (e.g. plumbing, furniture)
Defaults automatically apply to every new project you create
They do not apply retroactively to existing projects
Override at the Project Level
Navigate to Project Settings → Default Suppliers
Your org defaults are pre-populated
Change them for any project that uses different suppliers or installers
Manage at the Item Level
Select any item in the Item Schedule → Supplier & Installer tab
Change or remove the supplier for any item
Change or remove the installer for any item
Set the procurement type (e.g. Contractor Furnished / Contractor Installed)
Dependent items can have their own separate supplier while sharing the same installer as the parent item
Procurement Output
Quick PDF — Filter by supplier in the Item Schedule → click Create PDF
Select Procurement Book to generate a formal supplier-grouped output ready for bidding