Joint Vendors

Like adding multiple landlords, you can add multiple vendors to a property in a similar way.

How do I add another vendor to a property?

First, please make sure that the vendors are added to the system (Sales > Vendors > Add). 

Add the property as normal, using one of the vendors as the "main" or "lead" vendor. Once added, go to 'Property Details' on the right-hand side 'Property Menu'. You will see an option to 'Add Vendor' that will allow you to choose from a drop-down list of vendors uploaded to your system. 

There remains the option to permit the additional vendor to sign any future contracts for the property by choosing to tick or untick the box. 

How do I remove or change an additional vendor?

To delete a vendor:

- Go to 'Property Details'

- If the vendor that you wish to remove is currently the lead vendor, you will need to click 'Change' and choose an alternative from the dropdown menu. 

- After completing that step or if the vendor is already an additional vendor, click on the name of the vendor that you wish to remove > delete.

If changing, you will need to make sure that the details of the new vendor are in the system before starting. When completing the second step above, please choose the new vendor's name from the dropdown menu.

Please do not change the vendor's name via 'Vendor Details'. Any other properties owned by the vendor will also change instead of amending the details on one single property.