Setting Up Supplier Access

CirrusFM allows you to give suppliers access so they can:

• Update quote and work order statuses

• Track outstanding work with your company

• Submit quotes directly in the system

Step 1 — Open the Supplier Tab

1. Go to Supplier in CirrusFM.

2. Under User Accounts, you will see supplier access status:

• ? Green box → Registered user exists

• ? Blue box with envelope → Invitation sent (awaiting acceptance)

• ⬜ Empty box → No user or invitation

Step 2 — Send a Supplier Invitation

1. Select the supplier company from the Suppliers tab.

2. Open the Contacts section.

3. Click the blue person icon.

➡️ This sends an invitation email to the supplier.

Step 3 — Confirm Registration

Once the supplier accepts the invitation:

• The account will show as registered.

• A red person icon will appear.

➡️ The red icon can be used to remove supplier access if required.

Logging in as a Supplier in CirrusFM

Supplier Login Instructions

After account setup, suppliers must log in using:

Correct website:
https://fm.Cirrus8.com.au/

⚠️ Important:
Password resets must also be done via this site.

❌ Do NOT use:
https://client.Cirrus8.com.au/
(The system will not recognise supplier accounts.)

Main Tabs Suppliers Use

After logging in, suppliers mainly work within:

• Quotes

• Work Orders

Responding to a Quote or Workorder

Step 1 — Open the Job

1. Click directly on the Quote or Work Order to view details.

Step 2 — Review Options

Inside the record, suppliers can:

• Use the Back button

• Download PDF

• Select Set Quotation

Step 3 — Set a Quotation

When selecting Set Quotation, suppliers can:

1. Click the edit pencil to enter a quote amount

   • ⚠️ This field is mandatory

2. Upload attachments (e.g., photos)

3. Upload files (e.g., formal quote document)

4. Add comments

   • Click ADD to save comments

Step 4 — Submit or Reject

Once all details are entered:

• Select Submit Quotation to send to client
  OR

• Select Reject if not proceeding

Client Review Process

After submission:

• The client can Approve and create a Work Order

• Or Reject the quote

If approved:

• A Work Order email is sent to the supplier.

• The supplier follows the link and chooses:

✔️ Confirm
or
❌ Reject

Updating Work Order Status

Suppliers can update progress using the original Work Order email:

• Mark as Work Started

• Mark as Completed

utomatic Work Order Closure (Optional)

CirrusFM can automatically close work orders when marked complete.

Path:

Administration → Form Settings