Suppliers

Printable version

The Supplier Maintenance module is the place to store details of all your Suppliers and any other people you deal with.

The New, Save, Cancel and Delete buttons allow you to manage the Supplier records, with the Arrow buttons used for navigation between records.

The Supplier Search allows for advanced searching of Supplier records using ID and many other fields. The search can be run for Supplier and Contact records, and filtered to display only site customers and customers with a specific Account Status.



In all cases you can specify whether the field you are searching begins the search string you have entered, or contains the string at any point.

The Print button will allow you to print any of the detailed contact reports found in the Contact Reports section for the current customer.

The Contact Toolbar has 2 unique options in addition to the standard buttons:

The primary fields used to identify the supplier are set in the top section. The are:

Each contact is identified by a unique Supplier ID. The Supplierr ID is used throughout TSM to identify that particular contact's details. You can supply your own unique Supplier ID if you wish otherwise TSM will provide one for you. You can also configure the length of the Supplier ID up to a maximum of 50 characters. See the Updating ID page for details on changing the Supplier ID and merging customer records.

When not in edit mode, you can use this field to quickly jump to a different Supplier card. Simply type the first few letters of the Supplier ID you are looking for and hit enter or tab to navigate to the first match for that ID.

If this is a company, enter its name here. Leave this blank where the entry is for an individual.

Enter the first, middle and last name of the individual or primary contact of the contact record. Note if you make any changes to these fields a new record on the Contacts tab will be created.

Note: A message will be displayed, warning you if duplicate company name, address, phone or fax number is entered when adding a new contact.