Supplier Contracts

This screen allows you to define multiple contacts and their details at a Supplier site.  The Supplier Contacts screen is accessed from the Supplier’s screen where you select the ‘Related’ button.  The contact(s) are specific to the current selected Supplier.   This function is also fully supported under the CRM Menu where you can maintain contacts across Customers, Suppliers, Prospects, Others.

 

List Tab

 

This displays the current list of Suppliers.

 

Display fields

 

The displayed fields are taken from the Supplier Details.  The selection of which fields to display here is at the user’s discretion.  To select the fields to display simply ‘right mouse’ in the main panel and select ‘Customize List Fields’.   On the displayed panel you can:

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Click on the ‘Show field’ checkbox to display the field

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Amend the column heading by changing the content of ‘Display Label’

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Define the sort sequence of the records by going to the lower panel and dragging the field from ‘Available Fields’ to ‘Sort By’.

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Click the ‘Save’ Button when done.

 

Data Display Options

 

Field Position - On the List screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.

 

Filtering and Sorting - If you ‘check’ the checkbox then the displayed data is available for filtering and sorting:

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To sort the data in a selected column simply click on the column heading.  Clicking against will sort in descending order.

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Click on the black ‘down arrow’ to the right of your selected column heading and you can either select a specific entry to display all records containing that entry, or you can select (Custom…) to enter detailed selection criteria.

 

Searching - If you enter some text into the ‘Search’ field and click on the ‘binoculars’ Icon then all records will be interrogated and those records that contain the entered text will be displayed.  To revert back to displaying all records click on the ‘Eraser’ Icon

 

Buttons

 

Close: This will close the Supplier Contacts screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

 

Add: This will bring up the ‘Detail’ tab for entry of Supplier Contacts.

 

Save: Not applicable to the List panel

 

Cancel: Not applicable to the List panel

 

Delete: Not applicable to the List panel

 

 

Detail Tab

 

Entry and Display fields

 

Contact Name: This is only accessible during an ‘Add’ transaction.   Enter the name of the Contact.  No checks are made on the entry an duplicates are not rejected.

 

Contact Type: Display only field showing the Contact Type ‘Supplier’

 

Company Name: Display only field showing the current selected Supplier

 

Title: Enter the tile (Mr, Mrs, Ms, etc) that applies to the Contact.  No validation checks will be carried out on this entry

 

First Name: Enter the First or Forename of the Contact.  No validation checks will be carried out on this entry

 

Last Name: Enter the Last or Surname of the Contact.  No validation checks will be carried out on this entry

 

Position: Enter the current position being held by the Contact.  No validation checks will be carried out on this entry

 

Phone: Enter the telephone number of the Contact.  No validation checks will be carried out on this entry

 

Fax: Enter the Facsimile Number of the Contact.  No validation checks will be carried out on this entry

 

Mobile: Enter the Mobile Telephone Number of the Contact.  No validation checks will be carried out on this entry

 

Email: Enter the Email address of the Contact.  No validation checks will be carried out on this entry

 

Notes: You can enter unlimited amount of Notes that are related to this Contact.  These notes will be available wherever the Employee record is accessed.  Whenever you click on this field an icon will appear in the top-right.  By clicking on this Icon you can bring up the Frequently Used Text table.   Select the text to be copied and either press the OK Button in that screen or double-click the selected record.

 

Buttons

 

Close: This will close the Supplier Contact screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

 

Add: Moves the cursor to the lower panel for creation of a new Supplier Contact record.

 

Save: This will save the current data without exiting the screen

 

Cancel: Any changes made to the current Supplier Contact record or the last time the ‘Save’ Button was pressed will be lost.

 

Delete: This enables you to delete the selected Supplier Contact record.

 

Outlook: Filter the Contacts 'List' screen to display those records that you wish to add to your Outlook contacts then click the 'Outlook' Button.  Upon confirmation that you wish to add these displayed contacts Ostendo will add them to your Outlook Contacts list.