What is a Preferred Supplier Relationship Request?

Klerky allows Customers to request a Preferred Supplier Relationship with you, the supplier. The intention for Preferred Supplier Relationship is an ongoing working relationship between you and a given customer.

Customers can request a Preferred Supplier Relationship, by clicking the handshake icon on your supplier profile. (As a supplier, you won't see this option when editing your profile)

When you receive the request, you will be able to accept this from either your Dashboard, or Customers page.

You will then be prompted to follow the on screen instructions to be able to accept the Preferred Supplier Relationship request.

This will include:

• Choosing Standard or Custom Rate Cards
• Choosing Standard or Custom Service Level Agreements
• Choosing the invoice settings for that customer

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The above will allow you to tailor the terms of the relationship so you can continue working how you always have.

Related Articles:

• How can I set custom rates per customer
• How can I set custom Service Level Agreements per customer
• How can I set custom invoicing requirements per customer