QCQ Configuration
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      QuoteCQ: How to Assigning suppliers to companies

      If you are working with multiple sites or companies, it's important to ensure that the correct supplier and pricing is being connected to the correct site or company. Within Calcuquote, this can be done by assigning the supplier API or supplier.

      Assigning Supplier Contacts

      When sending a bid sheet, the supplier contact can be assigned to one or many companies. You can control which company or companies the supplier contact is connected to by going to their contact record and editing the 'companies' field.

      You can get to the contact record as follows from the configuration screen:

      1. Supplier Data

      2. Open the '+' menu for the supplier

      3. Select the contact you would like to edit

      4. The 'companies' field will be at the top of the contact record

      Assigning Supplier APIs

      Similarly, an API may be assigned to one or many companies. You can control this from the Supplier API Card and editing the 'companies' field.

      You can get to the contact record as follows from the configuration screen.

      1. Integrations

      2. Select '3rd Party APIs'

      3. Select the API you would like to edit

      4. The 'companies' field will be near the top of the contact record

      If you have any further questions - don't hesitate to reach out to your account manager or contact us via in-app chat!