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3000user_guide:3211suppliers [2021/01/12 15:27] rajeev.ranjan |
3000user_guide:3211suppliers [2021/01/12 16:57] (current) rajeev.ranjan |
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| {{.:userg103.png|}}===== Suppliers ===== | {{.:userg103.png|}}===== Suppliers ===== | ||
| - | {{:3000user_guide:contacts686.png?600|}} | + | {{:3000user_guide:supplier.png?600|}} |
| - | The Contact Maintenance module is the place to store details of all your Customers, Suppliers and any other people you deal with. | + | The Supplier Maintenance module is the place to store details of all your Suppliers. |
| === Adding / changing Contacts === | === Adding / changing Contacts === | ||
| - | {{:3000user_guide:new_contacts686.png?600|}} | + | {{:3000user_guide:supplier_add.png?600|}} |
| - | *Select {{.:userg103.png|}} (the Contact module) from the Task Bar | + | *Select the Supplier module from the Task Bar |
| For a new contact: | For a new contact: | ||
| - | *Click {{.:userg109.gif|}} on the Contact toolbar. | + | *Click {{.:userg109.gif|}} on the Supplier toolbar. |
| - | *Enter a unique identification code in the Customer ID field. If you leave this blank TSM will automatically assign a unique Customer ID for you when you save the new entry based on the company / contact name. | + | *Enter a unique identification code in the Supplier ID field. If you leave this blank TSM will automatically assign a unique Supplier ID for you when you save the new entry based on the company / contact name. |
| - | Whether adding or changing contact details: | + | Whether adding or changing Supplier details: |
| - | *Select whether the entry is for a Customer or a Supplier or Both. If you are unsure, Select Customer. | + | *Select the entry for a Supplier.. |
| *Tab through the fields in the other contact screen pages and enter any relevant information. | *Tab through the fields in the other contact screen pages and enter any relevant information. | ||
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| - | === Searching for a Contact === | + | === Searching for a Supplier === |
| - | There are 2 ways to locate the details for a particular contact. | + | There are 2 ways to locate the details for a particular Supplier. |
| == Method 1 == | == Method 1 == | ||
| - | You can search the Customer by entering customer ID you are searching in the Customer ID Field and press Enter. If TSM finds an exact match then the selected contact will be displayed. | + | You can search the Supplier by entering supplier ID you are searching in the Supplier ID Field and press Enter. If TSM finds an exact match then the selected contact will be displayed. |
| == Method 2 == | == Method 2 == | ||
| - | You can search for a Customer ID by pressing the {{:3000user_guide:search.png?50|}}button on the tool bar, enter your search criteria into the Customer ID Field and press ENTER. If TSM finds a match then the contact will be displayed. | + | You can search for a Supplier ID by pressing the {{:3000user_guide:search.png?50|}}button on the tool bar, enter your search criteria into the Supplier ID Field and press ENTER. If TSM finds a match then the contact will be displayed. |
| - | {{:3000user_guide:search_contacts.png|}} | + | {{:3000user_guide:supplier_search.png|}} |
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| * Begins With/contains: You can search for a customer that has the search field "Begins With" or "Contains" the information you provide. | * Begins With/contains: You can search for a customer that has the search field "Begins With" or "Contains" the information you provide. | ||
| * Account status: Can restrict search to only active/overdue/hold/inactive... contacts. | * Account status: Can restrict search to only active/overdue/hold/inactive... contacts. | ||
| - | * Site Customer: Can restrict search to only site/normal customer. | + | * Supplier Type: Can restrict search to particular supplier type selected from drop down. |
| - | * Search For: Can restrict search to customer/supplier/both. | + | |
| * Service Area: Can restrict search to the contacts in certain area. | * Service Area: Can restrict search to the contacts in certain area. | ||
| * Ignore inactive: Do not search for inactive customers. | * Ignore inactive: Do not search for inactive customers. | ||
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| === Additional Contacts === | === Additional Contacts === | ||
| - | {{:3000user_guide:additional_contact686.png?600|}} | + | {{:3000user_guide:supplier_contacts.png?600|}} |
| In the Contacts tab of a Contact, the Additional Contacts page shows all the other contacts that are related to a Primary contact. Because a Primary contact can be a large company, you might communicate with more than one person from that organisation. | In the Contacts tab of a Contact, the Additional Contacts page shows all the other contacts that are related to a Primary contact. Because a Primary contact can be a large company, you might communicate with more than one person from that organisation. | ||
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| === History === | === History === | ||
| - | {{:3000user_guide:contatc_history686.png|}} | + | {{:3000user_guide:supplier_history.png|}} |
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| The History tab includes the following details: | The History tab includes the following details: | ||
| - | |Equipment under contract |Display a list of all equipment on the Customer’s Maintenance records. Press the {{.:userg123.gif|}} button to view the selected Contract and {{:3000user_guide:userg124.gif|}} to add a new Job for the selected piece of equipment.| | + | |
| - | |Job History |A list of all the jobs carried out for the selected customer. Press the {{.:userg123.gif|}} button to view the selected Job Card.| | + | |Po's |A list of all the Purchase order carried out for the selected Supplier. Press the {{.:userg123.gif|}} button to view the selected Purchase order.| |
| - | |Invoices |A list of all invoices raised against the selected customer. Press the {{.:userg123.gif|}} button to display the selected job invoice.| | + | |Invoices |A list of all invoices raised against the selected Supplier. Press the {{.:userg123.gif|}} button to display the selected PO invoice.| |
| - | |Maintenance Schedules |A list of all the Maintenance Schedules assigned to this customer’s equipment.| | + | |Emails |A list of all emails send and receive assigned by this Supplier.| |
| [[3000user_guide:3000user_guide|Return to TSM User Guide]] | [[3000user_guide:3000user_guide|Return to TSM User Guide]] | ||