Preferred Suppliers
Preferred Suppliers are the contractors and service providers that your agency has approved for use across your managed OMCs. This list acts as a curated directory of trusted suppliers — plumbers, electricians, landscapers, security firms and others — that your team can draw on when creating service requests.
Each supplier record holds contact details, bank account information for payment, VAT number, and a transaction history. Suppliers can be shared across multiple OMCs or kept specific to a single development.
List View
Section titled “List View”
| Column | Type | Description |
|---|---|---|
| Name | text | The supplier company or individual's trading name. |
| Shared | boolean | Whether this supplier is shared across multiple OMCs managed by the same agent. |
| Contact Person | text | The primary contact person at this supplier. |
| Telephone | phone | Main telephone number for this supplier. |
| Primary email address for this supplier. | ||
| OMC | text | The OMC this supplier is primarily associated with. |
| Web URL | url | The supplier's website URL. |
Detail View
Section titled “Detail View”
| Field | Type | Description |
|---|---|---|
| Name | text | The supplier company or individual's trading name. |
| Shared | boolean | Whether this supplier is shared across multiple OMCs managed by the same agent. |
| Contact Person | text | The primary contact person at this supplier. |
| Address | longText | The supplier's business address. |
| Telephone | phone | Main telephone number for this supplier. |
| Primary email address for this supplier. | ||
| Emergency Number | phone | Out-of-hours or emergency contact number for this supplier. |
| Email Accounts | Email address for sending invoices to the supplier's accounts department. | |
| OMC | text | The OMC this supplier is primarily associated with. |
| Web URL | url | The supplier's website URL. |
| VAT | text | The supplier's VAT registration number. |
| Code | text | Internal reference code used to identify this supplier. |
| BIC | text | Bank Identifier Code (SWIFT code) for the supplier's bank. |
| IBAN | text | International Bank Account Number for making payments to this supplier. |
| Bank Account Name | text | The account holder name for the supplier's bank account. |
| Notes | longText | Internal notes about this supplier. |
| Bank Name & Address | longText | The name and address of the supplier's bank. |
| Transactions | grid | Transaction history with this supplier, including purchase invoices and payments. |
| Ref | link | Reference number linking to the transaction detail. |
| Reference | text | Descriptive reference for this transaction. |
| Type | picklist | The type of transaction. |
| Date | date | The date of this transaction. |
| Credit | number | Credit amount (payment made to supplier). |
| Debit | number | Debit amount (invoice from supplier). |
| Outstanding | number | Outstanding balance on this transaction. |
| Approved | icon | Whether this transaction has been approved. |
| From | date | Start of the service period covered. |
| To | date | End of the service period covered. |
| Notes | longText | Notes on this transaction. |
| Template Transaction | grid | Default transaction lines used when creating purchase invoices for this supplier. |
| Account | picklist | The budget code to allocate this recurring expense to. |
| Schedule | picklist | The lease schedule this expense applies to. |
| Notes | longText | Description for this template line. |