Supplier - Revision history

Gelo at 07:19, 12 April 2022

2022-04-12T07:19:46Z

Show changes

Gelo: Changed categories.

2022-04-07T03:38:27Z

Changed categories.

Gelo at 06:11, 24 March 2022

2022-03-24T06:11:55Z

Gelo at 04:25, 17 March 2022

2022-03-17T04:25:29Z

Gelo at 04:14, 2 February 2022

2022-02-02T04:14:55Z

Gelo at 06:17, 28 January 2022

2022-01-28T06:17:32Z

Gelo at 06:12, 28 January 2022

2022-01-28T06:12:12Z

Gelo at 04:11, 17 December 2021

2021-12-17T04:11:01Z

Gelo at 03:50, 17 December 2021

2021-12-17T03:50:45Z

Show changes

Gelo at 05:37, 19 April 2021

2021-04-19T05:37:00Z

← Older revision		Revision as of 03:38, 7 April 2022
Line 306:		Line 306:
	\|[[Purchase Return]]		\|[[Purchase Return]]
	\|}		\|}
		+	[[Category:Maintenance]]

@@ Line 24: / Line 24: @@
 =====Adding Supplier=====
-#Go to Maintenance then click [[Supplier]]
+#Click [[Supplier]] under Maintenance Menu
-#Click '''Add Supplier''' Button
+#Under Supplier Menu Screen, Click '''Add Supplier''' Button
-#Fill up the necessary fields. Please make sure that all tabs are filled out then click '''Save.'''
+#Fill out the necessary fields then click Save. Note: Fields with * are require fields
 [[File:Maintenance - Supplier - Add.png|border|center|1500x1500px]]
@@ Line 82: / Line 82: @@
 =====Viewing Supplier=====
-#Go to Maintenance then click [[Supplier]]
+#Click [[Supplier]] under Maintenance Menu
 #Select a Supplier that needs to view its details. Click the drop-down arrow then click View.
 #The user has an option to edit the Supplier record upon viewing it.
@@ Line 90: / Line 90: @@
 =====Editing Supplier=====
-#Go to Maintenance then click [[Supplier]]
+#Click [[Supplier]] under Maintenance Menu
-#Click '''Add Supplier''' Button
+#Select a Supplier that needs to update its details. Click the drop-down arrow then click Edit.
-#Fill up the necessary fields. Please make sure that all tabs are filled out then click '''Save.'''
+#Update the necessary fields then click Save.
 [[File:Maintenance - Supplier - Edit.png|border|center|1500x1500px]]
@@ Line 151: / Line 151: @@
 *When Importing the records, the user should follow the following steps provided in the Importing Supplier Screen such as
 [[File:Maintenance - Supplier - Import.png|border|center|1500x1500px]]

← Older revision		Revision as of 04:25, 17 March 2022
Line 80:		Line 80:
	*Code is a required unique field on Supplier Module. This cannot be edited once created.		*Code is a required unique field on Supplier Module. This cannot be edited once created.

		+	=====Viewing Supplier=====
		+
		+	#Go to Maintenance then click [[Supplier]]
		+	#Select a Supplier that needs to view its details. Click the drop-down arrow then click View.
		+	#The user has an option to edit the Supplier record upon viewing it.
		+
		+	[[File:Maintenance - Supplier - View.png\|border\|center\|1500x1500px]]
		+	<br />
	=====Editing Supplier=====		=====Editing Supplier=====

@@ Line 239: / Line 239: @@
 =====<span class="mw-headline" id="Activating_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Chart_of_Account_Record" style="box-sizing: inherit;">Activating Supplier Record</span></span></span></span></span>=====
-Tax can be Activated in two ways:
+Supplier can be Activated in two ways:
 *Using drop-down arrow of a record can be used in single record Activation
@@ Line 251: / Line 251: @@
 <br />
 =====<span class="mw-headline" id="Deactivating_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Chart_of_Account_Record" style="box-sizing: inherit;">Deactivating Supplier Record</span></span></span></span></span>=====
-Tax can be deactivated in two ways:
+Supplier can be deactivated in two ways:
 *Using drop-down arrow of a record can be used in single record deactivation
@@ Line 263: / Line 263: @@
 <br />
 =====<span class="mw-headline" id="Deleting_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Chart_of_Account_Record" style="box-sizing: inherit;">Deleting Supplier Record</span></span></span></span></span>=====
-Tax can be deleted in two ways:
+Supplier can be deleted in two ways:
 *Using drop-down arrow of a record can be used in single record deletion

@@ Line 238: / Line 238: @@
 |}
-===== <span class="mw-headline" id="Activating_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Chart_of_Account_Record" style="box-sizing: inherit;">Activating Supplier Record</span></span></span></span></span> =====
+=====<span class="mw-headline" id="Activating_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Chart_of_Account_Record" style="box-sizing: inherit;">Activating Supplier Record</span></span></span></span></span>=====
 Tax can be Activated in two ways:
-* Using drop-down arrow of a record can be used in single record Activation
+*Using drop-down arrow of a record can be used in single record Activation
-* Using Activate Button for activating multiple record
+[[File:Maintenance - Supplier - Activate1.png|border|center|1500x1500px]]
-===== <span class="mw-headline" id="Deactivating_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Chart_of_Account_Record" style="box-sizing: inherit;">Deactivating Supplier Record</span></span></span></span></span> =====
+*Using Activate Button for activating multiple record
 Tax can be deactivated in two ways:
-* Using drop-down arrow of a record can be used in single record deactivation
+*Using drop-down arrow of a record can be used in single record deactivation
-* Using Deactivate Button for deactivating multiple record
+[[File:Maintenance - Supplier - Deactivate1.png|border|center|1500x1500px]]
-===== <span class="mw-headline" id="Deleting_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Chart_of_Account_Record" style="box-sizing: inherit;">Deleting Supplier Record</span></span></span></span></span> =====
+*Using Deactivate Button for deactivating multiple record
 Tax can be deleted in two ways:
-* Using drop-down arrow of a record can be used in single record deletion
+*Using drop-down arrow of a record can be used in single record deletion
-* Using Delete Button for deleting multiple record
+*Using Delete Button for deleting multiple record
 =====Supplier Record Option=====
 Notes:

@@ Line 6: / Line 6: @@
 =====Supplier Record List=====
 Notes:
@@ Line 25: / Line 28: @@
 #Fill up the necessary fields. Please make sure that all tabs are filled out then click '''Save.'''
 {| class="wikitable" style="margin: auto;"
 !Field
@@ Line 81: / Line 86: @@
 #Fill up the necessary fields. Please make sure that all tabs are filled out then click '''Save.'''
 {| class="wikitable" style="margin: auto;"
 !Field
@@ Line 131: / Line 138: @@
 *When Exporting the records, the user may also use the filter options through tabs for precise searching and exporting of records.
 *When Importing the records, the user should follow the following steps provided in the Importing Supplier Screen such as
 **Downloading the template link provided under Step 1.
@@ Line 136: / Line 147: @@
 **Uploading the updated Template
 {| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: auto; border: 1px solid rgb(162, 169, 177); font-family: &quot;Open Sans&quot;, Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"
 |+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Customer Import Details
@@ Line 224: / Line 237: @@
 | style="vertical-align:middle;text-align:center;" |No
 |}
 =====Supplier Record Option=====
@@ Line 230: / Line 264: @@
 *The user is allowed to edit the details when viewing the record.
 *'''INACTIVE''' suppliers cannot be used in the transactions but can still be used if it is present in the past transactions
 *Activating/Deactivating and Deleting of Records can be done in two ways.
 **For single records, the user may use the drop down arrow then the action that need to perform.

@@ Line 123: / Line 123: @@
 |}Notes:
-* Code cannot be edited once created.
+*Code cannot be edited once created.
 =====Importing and Exporting Supplier Option=====
@@ Line 130: / Line 130: @@
 . Under Options, The user may Export or Import The Record
-* When Exporting the records, the user may also use the filter options through tabs for precise searching and exporting of records.
+*When Exporting the records, the user may also use the filter options through tabs for precise searching and exporting of records.
-* When Importing the records, the user should follow the following steps provided in the Importing Supplier Screen such as
+*When Importing the records, the user should follow the following steps provided in the Importing Supplier Screen such as
-** Downloading the template link provided under Step 1.
+**Downloading the template link provided under Step 1.
-** Filling up the information needed for each columns of the template
+**Filling up the information needed for each columns of the template
-** Uploading the updated Template
+**Uploading the updated Template
 {| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: auto; border: 1px solid rgb(162, 169, 177); font-family: &quot;Open Sans&quot;, Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"
@@ Line 221: / Line 221: @@
 | style="" |*Numeric
 | style="" |*Up to 12 characters
 <nowiki>*</nowiki>Any inputs except numbers
 | style="vertical-align:middle;text-align:center;" |No
@@ Line 238: / Line 231: @@
 *'''INACTIVE''' suppliers cannot be used in the transactions but can still be used if it is present in the past transactions
 *Activating/Deactivating and Deleting of Records can be done in two ways.
-** For single records, the user may use the drop down arrow then the action that need to perform.
+**For single records, the user may use the drop down arrow then the action that need to perform.
-** For multiple records, the user may tick the records then click the action button that need to perform
+**For multiple records, the user may tick the records then click the action button that need to perform
-*** Click the Yes in the confirmation to proceed on the action taken.
+***Click the Yes in the confirmation to proceed on the action taken.
 {| class="wikitable" style="margin: auto;"

@@ Line 1: / Line 1: @@
 <div style="text-align: center;">
-[[Maintenance]] | [[Supplier]]
+[[Maintenance]] | [[Supplier Aids]]
-</div><br />
+</div>
 ==Supplier==
 This maintenance screen allows the user to configure and add Supplier to be assigned when purchasing transactions