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The supplier card includes a number of settings that are used to control a range of AroFlo features:

  • System access for sub-contractors.
  • Direct access to supplier catalogues via the purchase order and quote screens.
  • Direct order placement via Supplier Connect.
  • Supplier Invoice / Purchase Order email import configuration.

To access a supplier's card, go to Manage > Suppliers and click on a supplier name.

Supplier Settings

To alter system access for sub-contractors, scroll down to Settings.

System Access Allows Contractors to access AroFlo using their own credentials to access tasks that you have assigned or scheduled to them. For more information, see Contractor Access.
Scheduling AccessAllows Contractors to access AroFlo using their own credentials to access the scheduling calendar.
TypeUsed to identify the supplier as a 'Wholesaler' or 'Contractor'. Setting the type to 'Contractor' will allow you to assign tasks to the supplier.
Associated ToIf your AroFlo site has multiple business units, select the primary Business Unit this supplier is linked to.

Supplier Specific Settings

Supplier Print and Email Defaults

AroFlo allows you to set supplier specific print and email defaults.

This may be useful if you want to set a common subject line or body text in emails you send to a supplier. It can also be used to set supplier specific print layouts for your invoices or quotes.

Supplier Settings and Defaults

To control who can access documents you upload to a supplier card, and to link a supplier to their online catalogue, click Extra Settings.


Default Document Upload Filter

Allows you to set a default access filter for documents uploaded to the supplier card (Internal Only, Show Client, Show Contractor, Show All).
Supplier Catalogues Used to link the supplier to their online catalogue within the Purchase Order screen for each Business Unit.

Email import to purchase order

Email import can be configured for the purpose of importing supplier Invoices directly into AroFlo from a central email mailbox.

On the supplier card, go to Supplier Specific Settings > Email Import to Purchase Order. For more information, see Import Supplier Invoices to Purchase Orders.

If your AroFlo site has multiple business units, you can select which business units this supplier should be associated with. Alternatively, you may choose to link a supplier to all business units as shown. On the supplier card, scroll down to the Business Unit Links area.

Your Site Administrator can set up default business unit links so that all newly created suppliers will have the links you want. See Supplier Settings.


Learn about extra options using the links below.

Notes Record notes against this supplier in the same way as client notes.
Documents and Photos Upload supplier-specific documents. These are then available for selection when emailing purchase orders to this supplier.
Supplier Types Used to categorise suppliers by type. Supplier types are set up in Site Admin > Settings > Supplier Types.
Supplier Connect

Select the supplier from the list and enter your supplier account number to enable direct purchase order placement via Supplier Connect.

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Feature access

Parts of this feature are included in AroFlo Go.