Suppliers in the system are the companies that you purchase stock and materials from whether it is stock or finishing supplies.

Adding Supplier Notes

Step     Action

  1.       Select {Notes} on the right-hand side of screen to auto scroll to Notes

            section.

   2.      Select the {+} button under Notes. A New Note modal window will open.

    3.      Complete the fields.

Field	Description
Label	Select a Label from the drop-down.
Sticky	Switch default set to No.
Type	Select applicable note types from the drop-down.
Note Body	Enter note details.

  4.      Select {Save}. A results window will pop up to indicate the note saved successfully.

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Editing Supplier Notes

Step     Action

  1.      Select {Notes} on the right-hand side of screen to auto scroll to Notes

            section.

  2.      Hover mouse over the name of note to be edited. A pencil icon will appear on the

           right-hand side of the name. Select the pencil icon.

          A modal Edit Note window will open.

3.      Make required changes.

4.      Select {Save}. A results window will pop-up to indicate the note has been

         successfully saved.

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Deleting Supplier Notes

Step     Action

  1.       Select {Notes} on the right-hand side of screen to auto scroll to Notes

            section.

  2.       Hover mouse cursor over the note to be deleted.

 

  3.      Select {Delete}. A window will pop-up to confirm selected items to be deleted.

  4.      Select {OK} to delete selected items. A results window will pop-up to indicate

           the selected notes have been deleted.