Supplier Chat

Introducing Supplier Chat: Your Direct Line to Thousands of Suppliers!

What if you could streamline your supplier communications and keep your entire team in the loop? Many businesses currently rely on texting or emailing suppliers, which can result in crucial messages being hidden from the rest of the team and scattered across various platforms. This makes it challenging to track discussions and maintain a clear record of interactions. Supplier Chat addresses this issue by providing a centralized communication platform for businesses in the United States where all conversations with suppliers are stored in one accessible location, ensuring that your entire team can easily track discussions and stay informed.

Use Supplier Chat to

• Streamline your purchase order management by sending purchase orders created in FieldPulse via Supplier Chat to your suppliers. This functionality is available on our web and mobile app!

• Ask suppliers a variety of questions including but not limited to the following: inventory, pricing, order status, and more.

Please Note: This feature is currently only available for users in the United States.

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Industries

The following are industries you can chat with via Supplier Chat:

• Appliances

• Carpet / Flooring

• Doors

• Electric

• Equipment

• Fastener

• Fencing

• Fire & Fabrication

• Glass

• Home Furnishing

• HVAC

• Insulation

• Irrigation

• Locks and Keys

• Lumber

• Other

• Paint

• Plumbing

• Pool

• Rental

• Retail Hardware

• Roofing / Building Supplies

• Specialty Construction

• Steel / Metal

• Stone & Concrete

• Water Softening

• Waterworks

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How to Enable Supplier Chat

Start by clicking on Company Settings from the menu on the left hand side of your screenand selecting Features & Plugins. Navigate to Supplier Chat and select Enable.

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Permissions

Permissions to Create Supplier Messages

This means the user can create a brand new message and reply to messages.

Permissions to Access All Messages

This means the user can view all threads and every message.

If the user has permission to both Create and Access, that means they can view and send messages in all message threads.

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Begin Chatting

To initiate a chat with a supplier, click the truck icon from the navigation menu near the top right of your screen.

A chat window will now appear in the bottom right-hand corner of your screen. Before filling out any of the fields below, you will be able to view any existing chats you have.

Enter your zip code, desired mile radius, and industry to find a relevant supplier near you.

Once you send a message in the chat, it operates like a text thread. The truck icon shown above in the navigation menu at the top of your screen will indicate any unread messages specifically for you. If you read a message, it will still appear as unread for other users in the chat, similar to how group text messages function. Notifications will be sent to all users who participated in the chat, ensuring everyone stays informed. However, if you’ve been browsing and only reading through the threads without sending a message, you won’t receive any notifications.

Unread messages will be displayed like this:

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Send Purchase Orders Via Supplier Chat - Web App

If your supplier uses our Supplier Chat feature, you can send them the purchase orders you create in FieldPulse directly through Supplier Chat.

Once you have created your purchase order, simply click the Send via Supplier Chat button to send it to them.

Your purchase order will be automatically attached. You will need to select who will receive it. You can choose to send it by:

• Attaching it to an existing chat with a supplier.

• Searching for a new supplier and starting a chat with them.

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Supplier Chat on Mobile App

Our Supplier Chat feature, designed to streamline communications with your suppliers and keep your entire team informed, is also available on our mobile app!

Note: Access to this feature is based on the user permissions set up within your Company Settings.

To use Supplier Chat on the mobile app, follow these steps:

1. Open the app and go to Full Menu.

2. Select the Management tab.

3. Tap on Supplier Chat to get started!

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Send Purchase Orders Via Supplier Chat - Mobile App

If your supplier uses our Supplier Chat feature, you can send them the purchase orders you create in FieldPulse directly through Supplier Chat.

Once you have created your purchase order, simply click the Actions button. From here, select the Send via Supplier Chat button.

Your purchase order will be automatically attached. You will need to select who will receive it. You can choose to send it by:

• Attaching it to an existing chat with a supplier.

• Searching for a new supplier and starting a chat with them.

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Have additional questions?

Contact us at [e-mail] or use the chat feature in the bottom right corner of your screen.