--- title: How to Create a New Supplier description: Create suppliers in FMI Works to assign work and manage their accreditations --- [Skip to content](https://help.fmiworks.com/knowledge/how-to-create-a-new-supplier#main-content) English Show submenu for translations [Log a Ticket](https://help.fmiworks.com/knowledge/kb-tickets/new?hsLang=en) [Go to Customer Portal](https://help.fmiworks.com/support?hsLang=en) [![Logo.svg\]](https://help.fmiworks.com/hubfs/Logo.svg)](https://www.fmiworks.com/) Open main navigation Close main navigation - English Show submenu for translations - [Log a Ticket](https://help.fmiworks.com/knowledge/kb-tickets/new) - [Go to Customer Portal](https://help.fmiworks.com/support) Get expert help, any time you need it - There are no suggestions because the search field is empty. 1. [Help Centre](https://help.fmiworks.com/knowledge?hsLang=en) 2. [Facility Teams](https://help.fmiworks.com/knowledge/facility-teams?hsLang=en) 3. [Supplier Management](https://help.fmiworks.com/knowledge/facility-teams?hsLang=en#supplier-management) # How to Create a New Supplier ## Create suppliers in FMI Works to assign work and manage their accreditations This article is for FMI Works users who have been given the permission of Works Manager ### **What is a supplier?** In FMI Works, a supplier is an organisation that performs maintenance tasks as an external contractor. Each suppliers' record contains information about their contact details, what trades they perform, and their accreditations. Supplier employees can be invited to FMI Works so they can log into the [Contractor Portal](https://help.fmiworks.com/knowledge/using-the-contractor-portal?hsLang=en) where they can view jobs assigned to them, complete work orders, and manage their accreditations. ### Getting started Go to the *Services* module and select *Suppliers \> New Supplier*. ![](https://help.fmiworks.com/hubfs/image-png-Aug-08-2023-02-03-54-9311-AM.png) ### Entering company details Starting in the *Details* tab, enter all relevant information about the supplier including the following mandatory fields. - Company Name - Company Phone - Address - Suburb - Postcode - State Once you have entered the mandatory information, select the *Save* button. Note: A primary contact must be added to a supplier record in order for suppliers to receive their assigned work orders. For instructions, see [How to Create a Supplier Employee](https://help.fmiworks.com/knowledge/how-to-create-a-supplier-employee?hsLang=en). ### Adding sites Go to the *Sites* tab on the *Edit Supplier* page. Sites must be added so that work orders can be assigned for those sites. If sites are missing, the supplier will not be available to select when assigning a work order for those sites. Check the box of the relevant sites in the *Available Sites* list. Select the \> button to move them across into the *Selected Sites* list. Select *Save*. ![](https://help.fmiworks.com/hubfs/image-png-Aug-08-2023-02-05-42-3138-AM.png) ### Adding employees Go to the *Employees* tab on the *Edit Supplier* page and follow the instructions in [How to Create a Supplier Employee](https://help.fmiworks.com/knowledge/how-to-create-a-supplier-employee?hsLang=en). Employees must be added if work orders are to be assigned to specific employees. ![](https://help.fmiworks.com/hubfs/image-png-Aug-08-2023-02-06-53-2752-AM.png) To edit an employee’s details, select the employee by clicking on their name. This will open the *Edit Supplier Employee* page. The following information can be edited.  > **Details** > > - Name > - Phone > - Mobile > - Email > - Set them as 'Active - Primary contact', 'Active - Secondary contact', 'Active', or 'Inactive'. > > **Applicable Sites** > > - Allows you to select which sites this employee can service. > - If the employee does not have a site set, they will not be available to select when assigning a work order for that site. > > **Employee Accreditations** > > - Add or remove accreditations for supplier employees. > - Alternatively, the employee can update their accreditations (e.g., certificates, tickets, Working With Children) from the [Contractor Portal.](https://help.fmiworks.com/knowledge/using-the-contractor-portal?hsLang=en) ### Adding Types & Trades Go to the *Types & Trades* tab on the *Edit Supplier* page. Trades can be added to a supplier to assist with filtering when assigning a work order. This makes it quicker and easier to assign the right supplier to a work order. Add a Trade to the [Standard Request](https://help.fmiworks.com/knowledge/how-to-set-up-standard-requests?hsLang=en), so that when a work order is created, the trade is pre-populated on the work order, ready for assignment. ![](https://help.fmiworks.com/hubfs/image-png-Aug-08-2023-02-09-17-8914-AM.png) ### Adding Accreditations Go to the *Accreditations* tab on the *Edit Supplier* page and follow the instructions in [How to Manager Supplier Accreditations](https://help.fmiworks.com/knowledge/how-to-manage-supplier-accreditations?hsLang=en). ### Adding Work Rates Go to the *Details* tab and select the *Work Rate* button. Work rates for each supplier can be created for cost tracking purposes. For more information on how cost tracking works, see [How to Add Costs to a Work Order](https://help.fmiworks.com/knowledge/how-to-add-costs-to-a-work-order?hsLang=en). ![](https://help.fmiworks.com/hubfs/image-png-Aug-08-2023-02-12-08-3087-AM.png) On the *Define Work Rates* page, select the *Add Work Rate* button. ![](https://help.fmiworks.com/hubfs/image-png-Aug-08-2023-02-12-29-6298-AM.png) Enter in the *Description* of the work rate.  In *Unit of Measure, add '*Hours'. Add the relevant rates and minimum units. Select *Save* when complete. ![](https://help.fmiworks.com/hubfs/undefined-Aug-11-2023-12-15-28-4169-AM.png) If this particular supplier is assigned to a work order, these Work Rates will be selectable when [adding costs to the work order](https://help.fmiworks.com/knowledge/how-to-add-costs-to-a-work-order?hsLang=en). - [Resources](https://help.fmiworks.com/knowledge/resources?hsLang=en#main-content) - [Getting Support](https://help.fmiworks.com/knowledge/resources?hsLang=en#getting-support) - [Overviews](https://help.fmiworks.com/knowledge/resources?hsLang=en#overviews) - [Set Up](https://help.fmiworks.com/knowledge/resources?hsLang=en#set-up) - [Advanced Set Up](https://help.fmiworks.com/knowledge/resources?hsLang=en#advanced-set-up) - [Product Updates](https://help.fmiworks.com/knowledge/product-updates?hsLang=en#main-content) - [FMI Works Product Updates](https://help.fmiworks.com/knowledge/product-updates?hsLang=en#fmi-works-product-updates) - [Pulse Product Updates](https://help.fmiworks.com/knowledge/product-updates?hsLang=en#pulse-product-updates) - [Technical & Security](https://help.fmiworks.com/knowledge/technical-security?hsLang=en#main-content) - [Application Programmer Interface (API)](https://help.fmiworks.com/knowledge/technical-security?hsLang=en#application-programmer-interface-api) - [Cloud Specifications](https://help.fmiworks.com/knowledge/technical-security?hsLang=en#cloud-specifications) - [Operational Requirements](https://help.fmiworks.com/knowledge/technical-security?hsLang=en#operational-requirements) - [Security Policies](https://help.fmiworks.com/knowledge/technical-security?hsLang=en#security-policies) - [Security Updates](https://help.fmiworks.com/knowledge/technical-security?hsLang=en#security-updates) - [Facility Teams](https://help.fmiworks.com/knowledge/facility-teams?hsLang=en#main-content) - [Assets](https://help.fmiworks.com/knowledge/facility-teams?hsLang=en#assets) - [Dashboards & Reporting](https://help.fmiworks.com/knowledge/facility-teams?hsLang=en#dashboards-reporting) - [Financial](https://help.fmiworks.com/knowledge/facility-teams?hsLang=en#financial) - [Locations](https://help.fmiworks.com/knowledge/facility-teams?hsLang=en#locations) - [Planned Maintenance](https://help.fmiworks.com/knowledge/facility-teams?hsLang=en#planned-maintenance) - [Standard Requests](https://help.fmiworks.com/knowledge/facility-teams?hsLang=en#standard-requests) - [Supplier Management](https://help.fmiworks.com/knowledge/facility-teams?hsLang=en#supplier-management) - [User Management](https://help.fmiworks.com/knowledge/facility-teams?hsLang=en#user-management) - [Work Orders](https://help.fmiworks.com/knowledge/facility-teams?hsLang=en#work-orders) - [Attachments](https://help.fmiworks.com/knowledge/facility-teams?hsLang=en#attachments) - [Requesters](https://help.fmiworks.com/knowledge/requesters?hsLang=en#main-content) - [Accessing FMI](https://help.fmiworks.com/knowledge/requesters?hsLang=en#accessing-fmi) - [Requests](https://help.fmiworks.com/knowledge/requesters?hsLang=en#requests) - [Contractors](https://help.fmiworks.com/knowledge/contractors?hsLang=en#main-content) - [Accessing FMI](https://help.fmiworks.com/knowledge/contractors?hsLang=en#accessing-fmi) - [Accreditations & Inductions](https://help.fmiworks.com/knowledge/contractors?hsLang=en#accreditations-inductions) - [Quotes](https://help.fmiworks.com/knowledge/contractors?hsLang=en#quotes) - [Work Orders](https://help.fmiworks.com/knowledge/contractors?hsLang=en#work-orders) [![FMI](https://help.fmiworks.com/hs-fs/hubfs/FMI%20Logo%20Orange-1.png?width=99&height=33&name=FMI%20Logo%20Orange-1.png "FMI")](https://www.fmiworks.com/) Copyright © 2026, FMI Software Pty Ltd trading as FMI Works