TaskRox Help & User Manual

The Business Register is the workspace company directory. It is separate from project Contacts: Contacts track people on a project, while the Business Register tracks companies and their profile history across the workspace.

Supplier Enquiries are designed for lightweight procurement and package follow-up. They are useful for RFQs, availability checks, quote requests, capability checks and clarification trails before or during delivery.

This is not a full tendering, purchase order, contract award or accounts payable system. Those workflows remain outside this phase.

Business profiles centralise company details, category, status, contact information and linked people.

The Business Register includes an enquiry count so commercial and delivery teams can see which businesses have active or historical Supplier Enquiries without opening every profile.

Supplier Enquiries can be created from a Business Profile or from a project Supplier Enquiries page.

Project-scoped enquiries appear at /project/[projectId]/supplier-enquiry and can be filtered by supplier, status, enquiry type, follow-up state and search text. Typical statuses are draft, sent, follow-up required, responded, quoted, declined, not suitable, no response and closed.

Each enquiry stores the title, scope summary, enquiry type, status, source channel, sent/response dates, supplier contact, lead time, install/availability flags, quote amount, response summary, follow-up date, close reason and notes.

Project Supplier Enquiries use the supplier_enquiry permission key. Users need the relevant project access to view or edit project-scoped enquiries.

Workspace-level business profile enquiries are limited to users with the appropriate workspace-level access. Archived projects are read-only.

Document and correspondence links are stored through dedicated tenant-safe link tables so a project-scoped enquiry cannot attach records from another workspace or project.