Supplier: Difference between revisions
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== Introduction == | == Introduction == | ||
Each Supplier will have a supplier record, from where you can manage and interact with them | |||
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:* [[Supplier Manager]] | :* [[Supplier Manager]] | ||
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==Supplier Information and Actions== | |||
The title bar will display the supplier name, and a banner to indicate the supplier status - '''Active Supplier''' for example. | |||
There are several icons associated to each supplier: | |||
* '''Favourite Supplier''' - Mark suppliers as being favourites. This will allow you to filter suppliers on the supplier catalog, by those marked as favourites | |||
* '''Lock Supplier''' - By default suppliers are marked as '''Open''' i.e they can be viewed by all users who have the '''Supplier User''' role. As an owner of a supplier you can mark a supplier as '''Locked''' and then you can manage and control which users have visibility of such suppliers and what rights they are granted to interact with the supplier record. | |||
* '''Status''' - The status of the supplier | |||
* '''Custom Buttons''' - Any configured and available custom buttons will be available here | |||
* '''Archive Supplier''' - Use this option to archive the supplier | |||
==Action Bar== | |||
The action bar provides you with options to interact with the supplier record: | |||
* '''Update''' - Add a post to the supplier record, this will be visible on the supplier timeline to other users who have the rights to view the supplier. | |||
* '''Document''' - If '''Document Manager''' is installed, you will have the option to search for and link documents to the supplier record | |||
* '''Attach''' - Upload attachments to the supplier record | |||
* '''Board''' - If '''Board Manager''' is installed, you will have the option to add the supplier to boards which are owned or shared with you | |||
* '''Asset''' - If '''Service Manager''' is installed, toy will have the option to search for and associate assets to the supplier record | |||
* '''Contract''' - Create Contracts which are provided by the supplier | |||
* '''Contact''' - Add Supplier Contacts | |||
* '''Link''' - Add links to the Supplier record, for example supplier website or support portal | |||
* '''Review''' - Add a review of the supplier | |||
* '''Audit Trail''' - View all additions, changes and deletions from the supplier record, who performed them and when. | |||
==Details== | |||
==Owner== | |||
==Email== | |||
==Tags== | |||
==Activities== | |||
==Members== | |||
==Timeline== | |||
==Plugins== | |||
[[Category:Supplier Manager]] | [[Category:Supplier Manager]] | ||
Revision as of 07:44, 12 July 2019
| Home > Applications > Supplier Manager > Supplier | Index |
IntroductionEach Supplier will have a supplier record, from where you can manage and interact with them |
Related Articles |
Supplier Information and Actions
The title bar will display the supplier name, and a banner to indicate the supplier status - Active Supplier for example.
There are several icons associated to each supplier:
- Favourite Supplier - Mark suppliers as being favourites. This will allow you to filter suppliers on the supplier catalog, by those marked as favourites
- Lock Supplier - By default suppliers are marked as Open i.e they can be viewed by all users who have the Supplier User role. As an owner of a supplier you can mark a supplier as Locked and then you can manage and control which users have visibility of such suppliers and what rights they are granted to interact with the supplier record.
- Status - The status of the supplier
- Custom Buttons - Any configured and available custom buttons will be available here
- Archive Supplier - Use this option to archive the supplier
Action Bar
The action bar provides you with options to interact with the supplier record:
- Update - Add a post to the supplier record, this will be visible on the supplier timeline to other users who have the rights to view the supplier.
- Document - If Document Manager is installed, you will have the option to search for and link documents to the supplier record
- Attach - Upload attachments to the supplier record
- Board - If Board Manager is installed, you will have the option to add the supplier to boards which are owned or shared with you
- Asset - If Service Manager is installed, toy will have the option to search for and associate assets to the supplier record
- Contract - Create Contracts which are provided by the supplier
- Contact - Add Supplier Contacts
- Link - Add links to the Supplier record, for example supplier website or support portal
- Review - Add a review of the supplier
- Audit Trail - View all additions, changes and deletions from the supplier record, who performed them and when.