tutorial:customers_suppliers_contacts

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tutorial:customers_suppliers_contacts [2020/01/14 10:25] – table revised to give headings of each section as per screenshot loututorial: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>60}} {{indexmenu_n>60}}
-====== 3.06. Customers, suppliers and contacts ======+====== 3.06. Customers and suppliers ======
  
 ==== Adding a customer or supplier ==== ==== Adding a customer or supplier ====
  
-For this tutorial example, we will first add a new supplier, then add a new customer.+In this section of the tutorial, we will add a new supplier and a new customer.
  
 === Adding a supplier === === Adding a supplier ===
  
-From the Navigator's opening screen, click on the 2nd of the large icons, **Suppliers** tab, then on the **New Supplier** +From the top of the mSupply navigator screen, click on the 2nd of the large icons, //Suppliers//, and then click on //New Supplier// from the navigator panel. You will see this window:
- +
-You will be shown this window to enter the details:+
  
 {{ :tutorial:new_supp.png?850 }} {{ :tutorial:new_supp.png?850 }}
  
-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                   | Enter "1". Acme Pharmaceuticals does not charge any freight to us.\\ Their prices are "CIF"(Cost, Insurance & Freight to named port). This field is only used for comparing quotations from suppliers \\ - it is not used for actual invoices.                                                                                                         | | Freight factor                   | Enter "1". Acme Pharmaceuticals does not charge any freight to us.\\ Their prices are "CIF"(Cost, Insurance & Freight to named port). This field is only used for comparing quotations from suppliers \\ - it is not used for actual invoices.                                                                                                         |
 | **//Printing//**|| | **//Printing//**||
-| Print invoices                   | Ignore for now                                                                                                                                                                                                                                                                                                                                         |+| Print invoices                   | Ignore for now                                                                                                                                                                                                                                                                                                                           |
 | **//Category//** || | **//Category//** ||
 | 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                          | You can enter a brief note here (Ignore it for now)                                                                                                                                                                                                                                                                                                    | | Comment                          | You can enter a brief note here (Ignore it for now)                                                                                                                                                                                                                                                                                                    |
-| **//Main/Billing Address,  Postal Address,  Shipping Address//** || +| **//Addresses//** || 
-| Address  | You can complete these with appropriate values.                                                                                                                                                                                                                                                                                                        |+| Address, Main, Postal and Shipping address.  | You can complete these with appropriate values.                                                                                                                                                                                                                                                                                                        |
  
  
-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 navigator screen.
 ---- ----
 === Adding a customer === === Adding a customer ===
  
-From the Navigator's opening screen, click on the 1st of the large icons, // Customers//, near the top of the screen, and then click on "New Customer" from the Navigator screen that appears. You will be presented with a window similar to the //New Supplier// one above to enter the details:+From the top of the mSupply navigator screen, click on the 1st of the large icons, // Customers//, and then click on //New Customer// from the navigator panel. You will be presented with a window similar to the //New Supplier// one above to enter the customer's details.
  
 Fill in the fields as follows: Fill in the fields as follows:
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-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// ... from the Navigator's // Supplier// screen. You are presented with a window to enter as much of the Supplier name or the code as you know. +  * Choose //Show suppliers// from the navigator's //Supplier// panel. You are presented with a window to enter as much of the supplier's name or code as you know. 
  
 {{ :tutorial:show_supp.png?450 }} {{ :tutorial:show_supp.png?450 }}
  
-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:adding_and_editing#Editing a Customer, Supplier or Manufacturer]] For information on the Normal - Fuzzy slider, see [[names:adding_and_editing#Editing a Customer, Supplier or Manufacturer]]
 </WRAP> </WRAP>
  
 +For this tutorial, just click the //Find// button. You will get a list of all suppliers.
  
 \\ \\
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 {{ :tutorial:names_list.png?850 }} {{ :tutorial:names_list.png?850 }}
  
-  * Double-click the "Acme Pharmaceuticals" entry in the list. You will be shown a window the same as you used to enter "Acme Pharmaceuticals" as a new supplier.+  * Double-click "Acme Pharmaceuticals" entry in the list. You will be shown the same window the same as you used to add Acme Pharmaceuticals as a new supplier.
  
 {{ :tutorial:cust_supp_edit.png?850 }} {{ :tutorial:cust_supp_edit.png?850 }}
  
-  * Note the window has "Tabs" down the left side in the sidebar: "General","Invoices", "Backorders", "Quotes" and "Notes", etc. Let's add a note for Acme pharmaceuticals: +  * 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" tab.+  * Click on the //Notes// tab.
 {{ :tutorial:notes_tab.png?300 }} {{ :tutorial:notes_tab.png?300 }}
-  * Click on the // New Note// button. Today's date is entered automatically and highlighted. Click inside the Note Entry field. +  * Click on the //New Note// button. Today's date is entered automatically and highlighted. Click inside the Note Entry field. 
-  * Enter "This is a test note" then click the // OK// button.+  * Enter ''This is a test note'' then click the //OK// button.
 {{ :tutorial:new_note.png?500 }} {{ :tutorial:new_note.png?500 }}
   * 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/editing the supplier, then click // OK// again to exit the list of suppliers.+  * Click //OK// to exit viewing/editing the Acme Pharmaceutical supplier, then click //OK// again to exit the list of suppliers.
  
 \\ \\
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 |  //  Previous:  **[[tutorial:creating_viewing_items]]** | | Next: **[[tutorial:location]]** //  | |  //  Previous:  **[[tutorial:creating_viewing_items]]** | | Next: **[[tutorial:location]]** //  |
 ---- struct data ---- ---- struct data ----
 +pagestatus.status    : 
 ---- ----
  
  • Last modified: 2020/01/14 10:25
  • by lou