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.
This article covers where to find information about your vendors so you can manage work and orders you share with them in Limble.
Table of Contents
Manage Vendors
The Manage Vendors page is where all vendor information is organized.
To view the vendor information tab, click the vendor name to enter the vendor card.
Vendor Information 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 more.
Vendor Shared Tasks Tab
You can start a work order for the vendor to complete from the Shared Tasks tab. This tab will also show any tasks that the vendor is currently working on.
(Note: you can also share existing tasks with vendors.)
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.
Parts Tab
The Parts tab shows a list of parts that the vendor provides.
Log Tab
The Log tab shows a history of all of the work that the vendor has completed. It is also possible to add entries to the log.
PO Tab
The PO tab shows open POs associated with the vendor.
Related Articles
Still don’t see what you’re looking for? Check out our YouTube channel for more tips and tricks! You can also reach out to us anytime at support@limblecmms.com.