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erp-manual:cloud:relation:supplier
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This shows you the differences between two versions of the page.
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erp-manual:cloud:relation:supplier [2024/04/08 05:22] Varun Nagrecha |
erp-manual:cloud:relation:supplier [2024/04/29 04:52] (current) Varun Nagrecha |
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| ===== Header ===== | ===== Header ===== | ||
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| + | {{popup> | ||
| **Step 1:** Click edit button. System will open a popup to edit the information of the header. following information is required: | **Step 1:** Click edit button. System will open a popup to edit the information of the header. following information is required: | ||
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| * **Is Company**: Click this button if it is a company and not an individual. | * **Is Company**: Click this button if it is a company and not an individual. | ||
| * **Comments**: | * **Comments**: | ||
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| + | {{popup> | ||
| **Step 2**: After the information that is required is keyed in, click on the Confirm button to close the popup. | **Step 2**: After the information that is required is keyed in, click on the Confirm button to close the popup. | ||
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| * Select Contact Type, Title of the person. Provide First Name, Middle Name, Last Name, Remarks of the contact person. | * Select Contact Type, Title of the person. Provide First Name, Middle Name, Last Name, Remarks of the contact person. | ||
| * Provide Landline number(s), Mobile Numbers(s) and Email(s) as required. | * Provide Landline number(s), Mobile Numbers(s) and Email(s) as required. | ||
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| + | {{popup> | ||
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| * Click on Confirm button to close popup. | * Click on Confirm button to close popup. | ||
| * Repeat the above steps to add multiple contacts | * Repeat the above steps to add multiple contacts | ||
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| - **Add Address**: To add address for the supplier, follow the below steps: | - **Add Address**: To add address for the supplier, follow the below steps: | ||
| * Click on the + button in Address section. A popup will open. | * Click on the + button in Address section. A popup will open. | ||
| * Select Address Type, for eg. Billing Address, Shipping Address, Home Address etc. | * Select Address Type, for eg. Billing Address, Shipping Address, Home Address etc. | ||
| * Provide the Address by filling these columns as required - Street Address, City/Town, State, Country, Postal Code, Landmark | * Provide the Address by filling these columns as required - Street Address, City/Town, State, Country, Postal Code, Landmark | ||
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| + | {{popup> | ||
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| * Click on Confirm button to close popup. | * Click on Confirm button to close popup. | ||
| * Repeat the above steps to add multiple address | * Repeat the above steps to add multiple address | ||
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| ===== Profile ===== | ===== Profile ===== | ||
| Provide additional profile details such as Birth Date, Marriage Date, Nationality and Gender. | Provide additional profile details such as Birth Date, Marriage Date, Nationality and Gender. | ||
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| + | {{popup> | ||
| **Note: ** This section is optional. You can use this section to provide additional information about the supplier. | **Note: ** This section is optional. You can use this section to provide additional information about the supplier. | ||
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| ===== Tax / Terms ===== | ===== Tax / Terms ===== | ||
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| + | {{popup> | ||
| - **Payment Terms**: Click edit button in Payment Terms section. System will open a popup to edit the information of the terms. following information is required: | - **Payment Terms**: Click edit button in Payment Terms section. System will open a popup to edit the information of the terms. following information is required: | ||
| * Payment date, Credit Days, Payment Terms and Mode of Payment | * Payment date, Credit Days, Payment Terms and Mode of Payment | ||
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| + | {{popup> | ||
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| * After editing is done, click **Confirm** to close the popup. | * After editing is done, click **Confirm** to close the popup. | ||
| - **Tax Information**: | - **Tax Information**: | ||
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| * In the Details section, click on + button. A popup will open. | * In the Details section, click on + button. A popup will open. | ||
| * Provide Account Number, Account Name, Bank Name, Bank City, Bank Branch, Bank Address, Check Favouring and Remarks. | * Provide Account Number, Account Name, Bank Name, Bank City, Bank Branch, Bank Address, Check Favouring and Remarks. | ||
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| + | {{popup> | ||
| + | |||
| * Click on Confirm button to close popup. | * Click on Confirm button to close popup. | ||
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| Users can select the file to attach or drag and drop the file on the popup | Users can select the file to attach or drag and drop the file on the popup | ||
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| + | {{popup> | ||
| **Step 2:** Click confirm to close the popup | **Step 2:** Click confirm to close the popup | ||
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| Users can select the file to attach or drag and drop the file on the popup | Users can select the file to attach or drag and drop the file on the popup | ||
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| + | {{popup> | ||
| **Step 2:** Click confirm to close the popup | **Step 2:** Click confirm to close the popup | ||
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| To add comment click on Add button and provide the comment in the popup. | To add comment click on Add button and provide the comment in the popup. | ||
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| + | {{popup> | ||
| Note: User can edit only their own comment, eg: User A cannot change comment of User B | Note: User can edit only their own comment, eg: User A cannot change comment of User B | ||
erp-manual/cloud/relation/supplier.1712553740.txt.gz · Last modified: 2024/04/08 05:22 by Varun Nagrecha
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