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tutorial:customers_suppliers_contacts [2020/01/14 10:17] – minor revision of table to match up with screenshot lou | tutorial:customers_suppliers_contacts [2020/08/27 23:51] (current) – Minor style changes. No changes to the tables or screenshots rowena | ||
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{{indexmenu_n> | {{indexmenu_n> | ||
- | ====== 3.06. Customers, suppliers | + | ====== 3.06. Customers and suppliers |
==== Adding a customer or supplier ==== | ==== Adding a customer or supplier ==== | ||
- | For this tutorial | + | In this section of the tutorial, we will add a new supplier |
=== Adding a supplier === | === Adding a supplier === | ||
- | From the Navigator' | + | From the top of the mSupply navigator |
- | + | ||
- | You will be shown this window | + | |
{{ : | {{ : | ||
- | You can now enter the details for your new Supplier. | + | You can enter the details for your new supplier in this window. |
^ Field ^ What to do.... | ^ Field ^ What to do.... | ||
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| Freight factor | | Freight factor | ||
| **// | | **// | ||
- | | Print invoices | + | | Print invoices |
| **// | | **// | ||
| Customer check box | Leave this box unchecked, as we are entering a new Supplier.| | | Customer check box | Leave this box unchecked, as we are entering a new Supplier.| | ||
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| Flag | Ignore for now | | | Flag | Ignore for now | | ||
| Comment | | Comment | ||
- | | **//Main/ | + | | **//Addresses//** || |
- | | Address | + | | Address, Main, Postal and Shipping address. |
- | If you are satisfied with the details, click **OK** . You will be returned to the mSupply(r) startup | + | If you are satisfied with the details, click //OK//. You will be returned to the mSupply |
---- | ---- | ||
=== Adding a customer === | === Adding a customer === | ||
- | From the Navigator' | + | From the top of the mSupply navigator |
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 | | ||
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| Comment | | Comment | ||
| Print invoices | | Print invoices | ||
- | | Addresses | + | ^**//Addresses//**|| |
| Address, Main, Postal and Shipping address. | | Address, Main, Postal and Shipping address. | ||
- | Click the // OK// button to save the details and exit the window. | + | Click the //OK// button to save the details and exit the window. |
==== Editing a customer or supplier ==== | ==== Editing a customer or supplier ==== | ||
- | Let's now look up "Acme Pharmaceuticals" | + | Let's now look up Acme Pharmaceuticals. |
- | * Choose // Show suppliers// | + | * Choose //Show suppliers// from the navigator's // |
{{ : | {{ : | ||
- | For this tutorial, just click the //Find// button - you will get a full list of all suppliers. | ||
\\ | \\ | ||
- | <WRAP center round help 90%> | + | <WRAP center round help 550px> |
For information on the Normal - Fuzzy slider, see [[names: | For information on the Normal - Fuzzy slider, see [[names: | ||
</ | </ | ||
+ | For this tutorial, just click the //Find// button. You will get a list of all suppliers. | ||
\\ | \\ | ||
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{{ : | {{ : | ||
- | * Double-click | + | * Double-click "Acme Pharmaceuticals" |
{{ : | {{ : | ||
- | * Note the window has "Tabs" | + | * Note the window has Tabs down the left side in the sidebar: General, Invoices, Backorders, Quotes, Notes, etc. Let's add a note for Acme pharmaceuticals: |
- | * Click on the "Notes" | + | * Click on the //Notes// tab. |
{{ : | {{ : | ||
- | * Click on the // New Note// button. Today' | + | * Click on the //New Note// button. Today' |
- | * Enter "This is a test note" | + | * Enter '' |
{{ : | {{ : | ||
* The first line of your note text will appear in the list of notes. | * The first line of your note text will appear in the list of notes. | ||
- | * Click // OK// to exit viewing/ | + | * Click //OK// to exit viewing/ |
\\ | \\ | ||
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| // Previous: | | // Previous: | ||
---- struct data ---- | ---- struct data ---- | ||
+ | pagestatus.status | ||
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