Allocate a supplier and request a quote
Use an active native supplier account and inspect its credential readiness before assigning work.
Before you start
Use an active native supplier account and inspect its credential readiness before assigning work.
Follow these steps
- Open Manage on the intended work order.
- Choose the Contractor and check the supplier’s readiness in the register.
- Enter a useful Job title and choose Allocate job.
- Confirm the native job and supplier appear on the work-order card.
- Ask the supplier to accept and quote through their permitted Supplier workbench, or record the quote through the staff form.
Check it worked
The selected native supplier has a job linked to the same maintenance request and property.
If something does not look right
A supplier with an expired credential marked Required is blocked from new allocation. No credential rows produces an attention warning rather than an automatic block; absence of a block is not proof of suitability.
Questions and answers
Do I create suppliers inside Flow?
Flow reuses native CRM Supplier/Suppliers accounts; maintain the supplier identity through the existing directory.
Does allocation approve a quote?
No. Quote receipt and landlord approval are separate steps.
Why does a supplier not see the job?
Check the assigned supplier client ID, active account, portal policy and native job relationship.