Add a new office

Updated 2 years ago by Bethany W.

You may need to work with various people when shopping for a project. In My Offices, you can add details about the offices and teams you work with including office members and supplier discounts.

  1. In Direct Supplier, click your user name in the top right corner.
  2. Select My Offices.  
  3. Click Add.  
  4. Enter an office name. This will help you differentiate between offices if you work with more than one.
  5. Add office members by Xactware ID (XID) . They will be sent a verification email to confirm that they should be added to your office.
  6. Enter any supplier discounts you have worked out with the vendor. The discount should be a percentage removed from the total.
  7. Click Save.

How Did We Do?


Powered by HelpDocs