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SUPPLIER/VENDOR NAVIGATION
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NUMBER | FUNCTIONALITY |
1 | The further options menu is where you can create and deactivate records. |
2 | The filter allows you to filter records by type (i.e. client, vendor), by company or dept. (only applicable for employees) or other attributes, such as geography. |
3 | Use the modify grid feature to group by type or remove columns not in use |
4 | Use the sidebar to access, add and edit details relating to the supplier (or other resource) that you have selected. This will open the supplier card. |
5 | The supplier/vendor card allows you to access/edit/add different attributes and sub-records. |
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