Differences
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Both sides previous revision Previous revision Next revision | Previous revisionLast revisionBoth sides next revision | ||
tutorial:customers_suppliers_contacts [2020/01/13 08:14] – [Editing a customer or supplier] lou | tutorial:customers_suppliers_contacts [2020/01/14 10:26] – [Adding a supplier] lou | ||
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Line 17: | Line 17: | ||
^ Field ^ What to do.... | ^ Field ^ What to do.... | ||
+ | ^// | ||
| Code | Enter " | | Code | Enter " | ||
- | | Charge to | Enter " | + | | Charge to | Enter " |
- | | Name | Enter "Acme Pharmaceuticals" | + | | Name | Enter "Acme Pharmaceuticals" |
| Master ID | Ignore for now | | | Master ID | Ignore for now | | ||
- | | Category | + | | **//Contact//**|| |
- | | Customer check box | Leave this box unchecked, as we are entering a new Supplier. | + | | Email, Web site etc. | Fill in with the appropriate details| |
- | | Supplier check box | As you chose "new supplier" | + | | **//Status//**|| |
- | | Manufacturer | + | | Hold checkbox |
- | | Benchmark | + | | Preferred checkbox |
- | | Contact | + | | **//Price Category// |
- | | Email, Web site etc. | Fill in with the appropriate details | + | | Price Category |
- | | Status | + | | **// |
- | | Hold checkbox | + | |
- | | Preferred checkbox | + | |
- | | Price Category | + | |
- | | Supplier details | + | |
| Currency | | Currency | ||
- | | Margin | + | | **// |
+ | | Margin | ||
| Freight factor | | Freight factor | ||
- | | Other || | + | | **// |
+ | | Print invoices | ||
+ | | **// | ||
+ | | Customer check box | Leave this box unchecked, as we are entering a new Supplier.| | ||
+ | | Supplier check box | As you chose "new supplier" | ||
+ | | Manufacturer | ||
+ | | Benchmark | ||
+ | | **//Other//**|| | ||
| Category 1-6 | Ignore for now | | | Category 1-6 | Ignore for now | | ||
| Custom 1-3 | Ignore for now | | | Custom 1-3 | Ignore for now | | ||
| Flag | Ignore for now | | | Flag | Ignore for now | | ||
| Comment | | Comment | ||
- | | Print invoices | + | | **// |
- | | Address | + | | Address, Main, Postal |
- | | Address, Main & Postal address. | + | |
If you are satisfied with the details, click **OK** . You will be returned to the mSupply(r) startup screen. | If you are satisfied with the details, click **OK** . You will be returned to the mSupply(r) startup screen. | ||
+ | ---- | ||
=== Adding a customer === | === Adding a customer === | ||
Line 53: | Line 58: | ||
Fill in the fields as follows: | Fill in the fields as follows: | ||
^ Field | ^ Field | ||
+ | ^**// | ||
| Code | Enter " | | Code | Enter " | ||
| Charge to | Enter " | | Charge to | Enter " | ||
| Name | Enter "Blue Cross Hospital" | | Name | Enter "Blue Cross Hospital" | ||
| Master ID | Ignore for now | | | Master ID | Ignore for now | | ||
- | | Category | + | ^**// |
+ | | email, web site, etc. | You can complete these with appropriate values.| | ||
+ | ^**// | ||
+ | | Hold checkbox | ||
+ | ^**//Price Category// | ||
+ | | Price Category | ||
+ | ^**//Category//**|| | ||
| Customer check box | As you chose "new customer" | | Customer check box | As you chose "new customer" | ||
| Supplier check box | Leave this box unchecked, as we are not entering a new Supplier. | | Supplier check box | Leave this box unchecked, as we are not entering a new Supplier. | ||
| Manufacturer, | | Manufacturer, | ||
- | | Status | + | ^**//Other//**|| |
- | | Hold checkbox | + | |
- | | | | | + | |
- | | Price Category | + | |
- | | Contact | + | |
- | | email, web site, etc. | You can complete these with appropriate values. | + | |
- | | Other || | + | |
| Category 1-6 | Ignore for now | | | Category 1-6 | Ignore for now | | ||
| Custom 1-3 | Ignore for now | | | Custom 1-3 | Ignore for now | | ||
Line 73: | Line 79: | ||
| Comment | | Comment | ||
| Print invoices | | Print invoices | ||
- | | Addresses | + | ^**//Addresses//**|| |
| Address, Main, Postal and Shipping address. | | Address, Main, Postal and Shipping address. | ||