Assigning resources to a supplier

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Link a worker, asset, or attachment to the supplier you hire it from, so you can track your cross-hired resources and apply the charge rates you pay for them.

Before you start

The supplier must already exist in Assignar. If it does not, add the supplier first.

Decide which workers, assets, and attachments you regularly cross-hire from each supplier so you know what to link.

Where the Suppliers field lives

Every worker, asset, and attachment record has its own Suppliers field on its details panel. You assign a supplier by opening the record, choosing the supplier in that field, and saving. A single resource can be linked to more than one supplier.

Assign a supplier to an asset

  1. Go to Resources > Assets / Attachments and open the Assets tab.
  2. Select the asset you want to link to open its Details page.
  3. Scroll to the Suppliers field.
  4. Click Add Suppliers and choose the supplier from the list.
  5. Click Save.

 

Assign a supplier to a worker

  1. Go to Resources > Users and open the Workers tab.
  2. Select the worker to open their Details panel.
  3. Scroll to the Suppliers field, below Tags.
  4. Click the field and choose the supplier from the list.
  5. Click Save.

     

Assign a supplier to an attachment

  1. Go to Resources > Assets / Attachments and open the Attachments tab.
  2. Select the attachment to open its details panel.
  3. Find the Suppliers field.
  4. Click Add Suppliers and choose the supplier from the list.
  5. Click Save.

 

Remove a supplier from a resource

  1. Open the worker, asset, or attachment record.
  2. In the Suppliers field, click the x next to the supplier you want to remove.
  3. Click Save.

Where assigned suppliers appear

Once a resource is linked to a supplier, the supplier shows on that resource's overview. When you build a schedule, you can search and filter workers and equipment by their supplier in the Scheduler, which makes it quick to pull up everything you cross-hire from a particular company.
 

Things to know

  • A worker, asset, or attachment can be linked to more than one supplier at a time.
  • Suppliers must be created before you can link them. You cannot create a new supplier from the Suppliers field.
  • Removing a supplier from a resource does not delete the supplier or change past allocations.
  • Charge rates for cross-hire are set on the supplier record, not on the resource. See Advanced: Adding pay rates to a supplier.

 

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