After you've created a booking that you would like to outsource, you can link it to one of your suppliers to be completed. Each booking can only be connected to one supplier. Once linked to your supplier, it can be sent to them to accept or reject. If your supplier cannot complete the booking and rejects the booking request, you can change the supplier.
How to set a supplier to a singular booking
Navigate to Bookings
Select the booking that you want to send to a supplier and open the details to the Overview tab
In the Supplier Box, You'll select the supplier from the drop-down menu.
Save
How to set a supplier for multiple bookings
Navigate to Bookings
Click on the Bookings Board tab
Select the Set Supplier button on the top right-hand corner of the bookings board.
Choose the Supplier in the top drop-down menu.
Tick the bookings you want to apply to the supplier or click the Select All button.
Press Set Supplier
Once a supplier has been set for a booking, they will be hidden by default from the set supplier section. They will now be viewable in the supplier booking Tab. Setting a supplier does not send the booking to them yet.
How to change a supplier on a booking
Navigate to Bookings
Click on the Supplier Bookings tab on the top tab bar
Select the booking that the supplier rejected
Select a new supplier from the drop-down menu
Save
Related Articles
Send a booking to a Supplier
Client and Supplier Booking Statuses
Procurement