Vendor management
8 guides
Vendor Management overview: from bid request to paidSend bid requests, award the best bid, track the order and pay the bill, all from the job.
→Add vendors and request their documentsAdd your subs and suppliers, then keep their insurance and licence documents up to date.
→Managing Subcontractors and Vendors in BolsterGo to Jobs > Subs and vendors for an overview of your subs and suppliers, then double-click one to open their profile.
Video→Send a bid request (RFQ) to your vendorsFrom your estimate, go to Production > Bid requests, pick the items, add the vendors who should bid, set a deadline and send. You can then track the status and send reminders.
Video→Award a bid and create a purchase orderCompare the bids that come back, award the work and send the purchase order.
→Track your vendor ordersEvery purchase order and work order in one list, filtered the way you need.
→Review and pay a vendor billCheck the vendor's invoice against the purchase order, accept it and pay it from Bolster Wallet.
→How vendor costs show up in your job budgetSee where every vendor dollar stands, from budgeted to committed, billed and paid.
→Purchase orders
4 guides
How to Create an Itemized Purchase Order (PO) for a ProjectOpen a project's Vendor orders page, pick a vendor, check the line items you need, and save or send the order.
Video · 0:59→How to Create and Send a Lump-Sum Purchase Order (PO)Create a vendor order with a single lump-sum price and send it to your vendor.
Video · 0:46→How to Create Purchase Orders or Work Orders from the Vendor Orders TabThis article explains how to create purchase orders (POs) or work orders (WOs) from the Vendor Orders tab in Production, as well as from the Budget tab using itemized budget items with estimate pricing and manual cost overrides.
Video · 0:53→How to Add Vendor Terms and Conditions to OrdersAdd your default vendor and subcontractor terms and conditions once in Estimating settings, and they are attached to all of your vendor orders.
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