Table of Contents
Supplier
The Supplier screen is found under the Stock Module, and is used to store a list of Suppliers of various Parts and services. Functionally, it is very similar to the Customer or Site pages.
List View
To open the Supplier list, go to the Supplier option on the Nav Bar, or on the home screen. This will give you a list of all Suppliers within your database.
From the list view, you can either add a new record by clicking the 'Add New Supplier' button on the top left of this screen, or double click an existing Supplier record to load it. You can also use the search bars for each field to narrow down your results, or use the Advanced Search to select a field which isn't in the standard list.
Add New Supplier
To Add a Supplier, click the Add option from the Nav Bar, or from the Supplier list.
Once you are on the Supplier Add screen, you will have the option to either add the details manually, or use the Google Search bar to find the company details online (this may not work for all Suppliers as they may not have their details online).
View/Edit Supplier
Once you have loaded an existing, or saved a new Supplier, you'll be able to view and make changes. Most fields can be changed, with the exception of any key fields - in this case the Supplier Number.
Tabs
PO History
The PO History tab is used to show a list of any Purchase Orders which have been raised for your chosen Supplier. You can also add a new Order by clicking the 'Add Purchase Order' button.
Double click a PO line to open the Purchase Order.
Attachments
The Attachments tab is used to store files against a record. Many screens have an attachments tab, but all function in the same way.
To add a new Attachment, click the 'Add Attachment' button or drag & drop your file onto the yellow box. You can then view and download these whenever you need to using the eye and download buttons on the record.
To Edit an attachment, click on the pencil icon on the left of the list. This will open up the edit window where you can re-upload it, change the description or change it's privacy settings.
Public and Private attachments are visible or invisible to Mobile users respectively.