Manage Vendors
How to Share Tasks and Manage Outside Vendors in Limble
Cynthia Blanco avatar
Written by Cynthia Blanco
Updated over a week ago

Overview

Limble can help simplify the process for work that needs to be outsourced to an Outside Vendor. You can share Tasks with Vendors you work with and manage Vendor Work History.

Manage Vendors

The "Manage Vendors" tab is where all Vendor information is organized. Each vendor has 5 tabs, each with different information:

Vendor Info Tab

By default there are fields to write in the contact info for your vendors. In addition you can create as many new fields as you'd like. For example, you can add contracts, pricing sheets, and address.

Vendor Shared Tasks Tab

You can start a Work Order for the vendor to complete from this tab. (Click here to read an article that shows how to share an existing task with a vendor.) This tab will also show any tasks that the vendor is currently working on. 

Vendor Assets Tab

The "Assets" tab shows a list of the assets the vendor has worked on in the past. Assets will be added to this tab automatically when a task that has been shared with a vendor has an assigned asset to it. Assets that have been added by this method will have a magic wand icon to the far right of the asset. It is also possible to manually associate an asset with the vendor by using the "Associate Assets" button. 

Vendor Parts Tab

This tab shows a list of parts that the Vendor provides.

Vendor Log Tab

This tab shows a history of all of the work that the Vendor has completed. It is also possible to add entries to the log.

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