Supplier Presets
Supplier Presets |
What Are Supplier Presets?
Supplier Presets are pre-configured templates that make setting up new suppliers quick and consistent. They include default settings such as job number requirements, integrations, and other preferences.
New Burdi customers (from July 2025) will already have 4 Supplier Presets available for use. These can be used as-is or edited to suit your business needs.
Selecting a Supplier Preset When Creating a New Supplier
When you create a new supplier in Burdi, you have the option to select a Supplier Preset. This ensures the correct settings are automatically applied without manual setup.
Creating a New Supplier Preset
If you need a preset that doesn’t exist, you can create a new one:
Important Notes
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You can edit and create Supplier Presets, but you cannot delete them.
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New Burdi customers will have 4 pre-configured Supplier Presets ready to use from day one.
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Editing a preset will affect future suppliers created using that preset, but will not retroactively change existing suppliers.
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