Components & suppliers
Add, edit or delete a supplier
Create, update or remove a company from the suppliers directory.
- Audience
- All members
- Screen
- Suppliers → dialog
- Verified version
- App 1.0.0
Goal
Keep the suppliers directory up to date: add a company, edit its details, or delete it.
Audience
All members of the building can manage suppliers.
Prerequisites
- Access to the Suppliers section.
Steps
-
Add: click "Add a supplier". Fill in Company name (required), Contact name, Phone, Email, Service type, RBQ number, Status and Notes, then "Save".
-
Edit: click a table row to open "Edit supplier"; adjust the fields and "Save".
-
Delete: in the dialog, click "Delete". A confirmation appears: "Do you really want to delete this supplier? This action cannot be undone.".
RBQ number
The RBQ number identifies a licensed contractor in Québec, useful to check that a company is in good standing.
Tips and common errors
- Name required: without a company name, saving is blocked.
- "Avoid" status: rather than deleting a bad supplier, set it to "Avoid" to keep the record.