Suppliers integrate with the MOS. If you enter in a new solicitor in the MOS, they will automatically be added to suppliers.
If you are entering in the details of a solicitor which is already in your list of suppliers, you will be able to select them from a drop down list which will in turn auto populate the fields in either the sales chain or the MOS.
Let's take a look at how to add solicitors in to the MOS.
Too add in a new company from the MOS, search for a company and at the bottom of the search results select 'can't find a company?'
Then Fill out the details of the new company, and click save.
Once you have added a new company, you will need to add a new employee. To do this, search for an employee and click the 'can't find an employee' option just under the search results:
Then enter in the new employees details.
Then your solicitor details will look like this:
If the company already exists in your suppliers, then just search the firm name, and select the firm.
Once you have added the company, you can choose whether you would like to add a new employee (a solicitor at that firm who you haven't worked with before/ isn't in the suppliers database) Or you can simply search the employee name from that company and select the employee/solicitor.
Let's take a look at how to add solicitors in your operations.
You can also add a new company and employee from your operations >> suppliers section:
Select the type of supplier category you want to add a company to:
Select 'add new company' and then fill in the details.
To add an employee, the company needs to exist. You'll click the 3 dots and then detail:
Then select the pink 'add new employee' button and fill in the details: