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Use the Suppliers tab to manage suppliers if your company is purchasing items from a STRATUS-ready supplier,

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New Supplier

To add a new Supplier:

  1. Click the New Supplier button.

    1. Supplier (Required) - Select the Name of the Supplier.  Note: Suppliers must configure a Job Link in their management portal which identifies the project, billing accounts, and available branches that can be used to fulfill purchase orders. If None is the only option, it means the supplier has not yet created the Job Link. 
    2. Active
      1. Checked (Default) - When checked, the supplier can be active for all company projects. Note: In addition to being Active, a supplier must also be Approved (see below) to be available in a project.
      2. Unchecked - When unchecked, the supplier cannot be selected for any project. Note: A supplier can be deactivated at the project level. See below.
    3. Description - Add a Description to help manage suppliers. The Description does not display anywhere else in STRATUS.
    4. Report Attribute - The value entered in the Report Attribute field is a reportable field that can be referenced by Property Name = Attribute in reports where the report Item Type is Purchasing. 


    5. Supplier Status - The status of each supplier is managed by GTP Services and automatically populates this field.  Open for Business means that the supplier can accept purchase orders.
    6. Apply to all projects - For each supplier, check this option to automatically add a supplier link to ALL projects under Admin > Project Projects > Supplier Links. 
    7. Approved Business? -  When ready to do business with a supplier, click the Approved Business checkbox. Click OK at the following prompt. 

    8. Approved/Disapproved By - When the Approved Business checkbox is checked on or off, the Approve/Disapprove By value changes to the First and Last Name of the user who clicked the checkbox.
    9. Delete - Click Delete to remove the supplier from your company.
  2. To edit the Supplier, edit any field in the row. Changes will be immediately saved.