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The Supplier
window lists all of the relevant information for a single supplier,
spread across the several tabs at the top of the window.
Details Tab
Supplier
Type - There are two types of supplier - companies and
individuals. The choice determines which features are available. For
example, the program will not ask for additional information on the
other contacts if the supplier is an individual.
Supplier Status - Suppliers can be marked as inactive to make
it easier to search through supplier lists.
Supplier Number - Each supplier may have a number, although
it is not required. The program does allow the use of duplicate
numbers.
Communication - Each supplier may have several different
methods of contact, which are grouped together in the Communication
section - you may use one, all or none. To enter a communication
method, first choose the method (1).
Secondly, enter the way in which the contact is made, be it a
telephone number, e-mail address, or whatever is appropriate for the
communication method (2).
Groups
Tab
This
feature is only available to purchasers of the Contact Management
add-on package.
Every supplier can belong to one or more groups - a group being a
collection of suppliers and/or suppliers. The Groups tab
lists all groups that the supplier, whose details are displayed, is
a member of.
Main
Contact Tab
The Main
Contact tab has a slightly different meaning, depending on if
the supplier is a company or an individual. For companies, the main
contact is provides an area to enter the details of the main contact
of a company. For individuals, it provides an alternative address
for the individual.
Other
Contacts Tab
Up to
five additional contacts can be recorded for a company, along with a
indication of if they are still active.
Contact
Journal Tab
This
feature is only available to purchasers of the Contact Management
add-on package, and lists all contacts with this supplier that have
been made through contact management. To add a new contact for
this supplier, click the Add Entry button.
Sorting
Lists
On the Groups and Contact Journal tabs, the top of
each column has two arrowheads beside the column name. These are
sort arrows, and allow you to alphanumerically re-order the list
based on that column. The upward arrowhead orders the column from a
to z. The downward arrowhead orders the column from z to a. When you
click on an arrowhead, the other arrowheads disappear to indicate
that you are sorting the list based on the order in that column. To
un-sort the list, click on the arrowhead again, and all the
arrowheads will reappear.
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