FF&E schedules and procurement
How products move from your library onto a project's schedule, through client approval and purchase orders, to delivery on site.
- FF&E schedules and procurementHow products move from your library onto a project's schedule, through client approval and purchase orders, to delivery on site.
- Find your way around the FF&E scheduleRead a project's procurement schedule at a glance, from the totals in the header to the columns on each row.
- Add a library product to a projectPut a product from your library onto a project's FF&E schedule, in the right room, with a quantity and the date it is needed on site.
- Change an item's status, quantity or unitUpdate where an item is in your process, how many you need and how it is measured, straight from the schedule.
- Set lead times and required-by datesTell Techstyles when each item is needed on site and how long the supplier needs, so it can work out when to order.
- Track an order, its ETA and deliveryRecord the delivery date, logistics and tracking number for an ordered item, so everyone knows when it will arrive.
- Track samplesRecord whether you have requested, received or submitted a sample for each item on the schedule.
- Search, filter and save a viewNarrow a long schedule to the items you need, by room, supplier, approval, status, dates and more, and keep the view for next time.
- Update several items at onceSelect items on the schedule and change their status, sample state, required-by date, lead time or ETA in one go.
- Move, copy, archive or remove itemsMove items between rooms, copy them into another room, archive what you no longer need, or remove items for good.
- Watch, flag or snooze an itemKeep an eye on a tricky item, mark it as blocked or bespoke, or quieten its alerts for a while.
- Use the Procurement risks panelSee which items need attention first, with a suggested next step for each, at the top of every schedule.
- How install-date risk worksHow Techstyles works out each item's order-by date and decides whether it is Blocked, At risk, Watching or fine.
- See and record a client's decision on an itemMark an item approved, rejected, back in review or client to purchase, and see how you hear about decisions made in the portal.
- Share the schedule with your clientTurn on Client access so your client can see every item in their portal, with its price and supplier, and approve or reject it.
- Add markup or hide pricesWhat prices clients and trades see, why Techstyles doesn't add a markup, and what you can do instead.
- Comment on an item, internally or with the clientDiscuss an item with your team in private, or message the client about it in a thread they can see.
- Export the schedule to ExcelDownload the FF&E schedule as an Excel file, with whatever search and filters you have applied.
- Raise a purchase order from approved itemsTurn approved FF&E items into purchase orders, one per supplier and currency, ready to check and send.
- Add more items to a draft purchase orderAdd items from the schedule to a purchase order you haven't sent yet, instead of raising a second one.
- Send a purchase order to the supplierEmail a purchase order to the supplier with its PDF attached, copying in colleagues and adding any extra files.
- Edit a purchase orderChange a purchase order's dates, delivery charge, lines, delivery address or attached supplier invoices, and choose what follows on the schedule.
- Purchase order statuses and XeroWhat Draft, Sent, Approved and Paid mean, how to move a purchase order on, and how purchase orders appear in Xero.
- Find products in your libraryBrowse, search and filter your studio's product library, and open a product to see its full specification.
- Add a product to your libraryAdd a product by hand, with its supplier, prices, images and specification, so the whole studio can use it.
- Edit or delete a library productUpdate a product's details, prices and images, and understand how the change reaches project schedules.
- Add a supplier and their trade discountCreate a supplier while adding a product, with the email, currency and trade discount that purchase orders and pricing rely on.
- Clip products from supplier websitesSave a product from a supplier's website to your library with the Clipper, and let Smart fill read the page for you.