Vendor Module - Revision history

N.paul: /* Creating a contact for a vendor */

2022-12-23T06:45:55Z

Creating a contact for a vendor

← Older revision		Revision as of 08:45, 23 December 2022
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	= Creating a contact for a vendor =		= Creating a contact for a vendor =
	Contacts hold a very important place in the creation and management of vendors. The vendors can be associated with big companies and corporations. Hence, to keep a better connection with the vendors the users need to keep the contact information of one or two specific persons to contact the third party in the time of necessity without having to face much issues. For creating a contact the users need to visit the option of '''new contact'''. All the important criterion need to be filled effectively fir creating a new contact. The users need to choose the vendor, for whom they are creating a contact as well. With each progress of the of the purchase order an email will be sent to the vendor contact.		Contacts hold a very important place in the creation and management of vendors. The vendors can be associated with big companies and corporations. Hence, to keep a better connection with the vendors the users need to keep the contact information of one or two specific persons to contact the third party in the time of necessity without having to face much issues. For creating a contact the users need to visit the option of '''new contact'''. All the important criterion need to be filled effectively fir creating a new contact. The users need to choose the vendor, for whom they are creating a contact as well. With each progress of the of the purchase order an email will be sent to the vendor contact.

			If your vendor orders are in the need of a contact, then you can easily add contacts to your supplier orders. These contacts will represent the individuals who are directly handling the orders. For adding contacts to the orders, you need to follow a few steps, which are,
			Commerce -> purchase orders -> list -> choose the concerned order -> contacts/addresses tab -> choose your preferred contact by clicking on the drop-down arrow. The contacts for the purchase order or supplier order will be updated easily.

	= Modification of a contact =		= Modification of a contact =

N.paul: /* Setup */

2022-11-21T07:51:40Z

Setup

← Older revision		Revision as of 09:51, 21 November 2022
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	There is no need of installing this module, as it is already included within Tactic services.		There is no need of installing this module, as it is already included within Tactic services.
	= Setup =		= Setup =
	For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: '''Home –> Setup – > Module'''. The users then need to click on '''Activate'''. The modules will be activated after completing this step. The settings icon {{#fas:cog}} will be visible at the end of the module box, the users can click in that to access setup.		For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: '''Home –> Setup – > Module'''. The users then need to click on '''Activate'''. The modules will be activated after completing this step. The settings icon {{#fas:cog}} will be visible at the end of the module box, the users can click in that to access further setup for this module to access the functionalities in a better way.

	= Creation of a new vendor =		= Creation of a new vendor =

N.paul: /* Creating a contact for a vendor */

2022-11-17T06:32:37Z

Creating a contact for a vendor

← Older revision		Revision as of 08:32, 17 November 2022
Line 26:		Line 26:

	= Creating a contact for a vendor =		= Creating a contact for a vendor =
	Contacts hold a very important place in the creation and management of vendors. The vendors can be associated with big companies and corporations. Hence, to keep a better connection with the vendors the users need to keep the contact information of one or two specific persons to contact the third party in the time of necessity without having to face much issues. For creating a contact the users need to visit the option of '''new contact'''. All the important criterion need to be filled effectively fir creating a new contact. The users need to choose the vendor, for whom they are creating a contact as well.		Contacts hold a very important place in the creation and management of vendors. The vendors can be associated with big companies and corporations. Hence, to keep a better connection with the vendors the users need to keep the contact information of one or two specific persons to contact the third party in the time of necessity without having to face much issues. For creating a contact the users need to visit the option of '''new contact'''. All the important criterion need to be filled effectively fir creating a new contact. The users need to choose the vendor, for whom they are creating a contact as well. With each progress of the of the purchase order an email will be sent to the vendor contact.

	= Modification of a contact =		= Modification of a contact =
	A contact can easily be modified without having to go through a complicated process. For modifying a contact the users need to go to the contact card and choose the option of '''modify''' to modify a contact or to update the information or the details. For saving the modification the users need to click on '''save'''.		A contact can easily be modified without having to go through a complicated process. For modifying a contact the users need to go to the contact card and choose the option of '''modify''' to modify a contact or to update the information or the details. For saving the modification the users need to click on '''save'''.

N.paul at 10:21, 1 July 2022

2022-07-01T10:21:12Z

← Older revision		Revision as of 12:21, 1 July 2022
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	[[File:Vendor_1.PNG\|center]]		[[File:Vendor_1.PNG\|center\|link=]]

	= Modification of a vendor =		= Modification of a vendor =
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	[[File:Vendor_2.PNG\|center]]		[[File:Vendor_2.PNG\|center\|link=]]

	= Deleting a vendor =		= Deleting a vendor =
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	[[File:Vendor_3.PNG\|center]]		[[File:Vendor_3.PNG\|center\|link=]]

	= Creating a contact for a vendor =		= Creating a contact for a vendor =

Admin: /* Deleting a vendor */

2022-04-19T07:47:48Z

Deleting a vendor

← Older revision		Revision as of 09:47, 19 April 2022
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	[[File:~~Vendor_2~~.PNG\|center]]		[[File:Vendor_3.PNG\|center]]

	= Creating a contact for a vendor =		= Creating a contact for a vendor =

Admin: /* Deleting a vendor */

2022-04-18T10:34:42Z

Deleting a vendor

← Older revision		Revision as of 12:34, 18 April 2022
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	= Deleting a vendor =		= Deleting a vendor =
	Clicking on the '''Delete''' option is enough to delete the customer/ vendor/ prospect. However, a customer/ vendor/ prospect cannot be deleted if it has documents linked with it.		Clicking on the '''Delete''' option is enough to delete the customer/ vendor/ prospect. However, a customer/ vendor/ prospect cannot be deleted if it has documents linked with it.


			[[File:Vendor_2.PNG\|center]]

	= Creating a contact for a vendor =		= Creating a contact for a vendor =
	Contacts hold a very important place in the creation and management of vendors. The vendors can be associated with big companies and corporations. Hence, to keep a better connection with the vendors the users need to keep the contact information of one or two specific persons to contact the third party in the time of necessity without having to face much issues. For creating a contact the users need to visit the option of '''new contact'''. All the important criterion need to be filled effectively fir creating a new contact. The users need to choose the vendor, for whom they are creating a contact as well.		Contacts hold a very important place in the creation and management of vendors. The vendors can be associated with big companies and corporations. Hence, to keep a better connection with the vendors the users need to keep the contact information of one or two specific persons to contact the third party in the time of necessity without having to face much issues. For creating a contact the users need to visit the option of '''new contact'''. All the important criterion need to be filled effectively fir creating a new contact. The users need to choose the vendor, for whom they are creating a contact as well.

Admin: /* Modification of a vendor */

2022-04-18T10:34:26Z

Modification of a vendor

← Older revision		Revision as of 12:34, 18 April 2022
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	= Modification of a vendor =		= Modification of a vendor =
	The user need to click '''Modify''' and type all the changes and at last press '''Save'''.		The user need to click '''Modify''' and type all the changes and at last press '''Save'''.


			[[File:Vendor_2.PNG\|center]]

	= Deleting a vendor =		= Deleting a vendor =
	Clicking on the '''Delete''' option is enough to delete the customer/ vendor/ prospect. However, a customer/ vendor/ prospect cannot be deleted if it has documents linked with it.		Clicking on the '''Delete''' option is enough to delete the customer/ vendor/ prospect. However, a customer/ vendor/ prospect cannot be deleted if it has documents linked with it.

Admin: /* Creation of a new vendor */

2022-04-18T10:33:56Z

Creation of a new vendor

← Older revision		Revision as of 12:33, 18 April 2022
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	For the creation of a new vendor the users need to click the tab '''Third parties''' then under the menus '''Third party''', the option of '''New vendor''' need to be chosen. All the fields must me filled for better user experience. After creation of third party the user can add and link files and other important documents within the tab.		For the creation of a new vendor the users need to click the tab '''Third parties''' then under the menus '''Third party''', the option of '''New vendor''' need to be chosen. All the fields must me filled for better user experience. After creation of third party the user can add and link files and other important documents within the tab.

	~~[[File:Vendor_1.PNG\|center]]~~


	[[File:~~Vendor_2~~.PNG\|center]]		[[File:Vendor_1.PNG\|center]]

	= Modification of a vendor =		= Modification of a vendor =

Admin: /* Creation of a new vendor */

2022-04-18T10:30:35Z

Creation of a new vendor

← Older revision		Revision as of 12:30, 18 April 2022
Line 7:		Line 7:

	= Creation of a new vendor =		= Creation of a new vendor =
	For the creation of a new vendor the users need to click the tab '''Third parties''' then under the menus '''Third party''', the option of '''New vendor''' need to be chosen. All the fields must me filled for better user experience. After creation of third party the user can add and link files and other important documents within the tab.		For the creation of a new vendor the users need to click the tab '''Third parties''' then under the menus '''Third party''', the option of '''New vendor''' need to be chosen. All the fields must me filled for better user experience. After creation of third party the user can add and link files and other important documents within the tab.

			[[File:Vendor_1.PNG\|center]]


			[[File:Vendor_2.PNG\|center]]

	= Modification of a vendor =		= Modification of a vendor =
	The user need to click '''Modify''' and type all the changes and at last press '''Save'''.		The user need to click '''Modify''' and type all the changes and at last press '''Save'''.

Admin: /* Setup */

2022-04-15T10:34:02Z

Setup

← Older revision		Revision as of 12:34, 15 April 2022
Line 4:		Line 4:
	There is no need of installing this module, as it is already included within Tactic services.		There is no need of installing this module, as it is already included within Tactic services.
	= Setup =		= Setup =
	For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: '''Home –> Setup –> Module'''. The users then need to click on '''Activate'''. The modules will be activated after completing this step. The settings icon will be visible at the end of the module box, the users can click in that to access setup.		For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: '''Home –> Setup – > Module'''. The users then need to click on '''Activate'''. The modules will be activated after completing this step. The settings icon {{#fas:cog}} will be visible at the end of the module box, the users can click in that to access setup.

	= Creation of a new vendor =		= Creation of a new vendor =