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.

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


    3.      Complete the fields.

FieldDescription
LabelSelect a Label from the drop-down.
StickySwitch default set to No. 
TypeSelect applicable note types from the drop-down.
Note BodyEnter note details.



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





Editing Supplier Notes

Step     Action

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

             section.

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  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.


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          A modal Edit Note window will open.


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3.      Make required changes.

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

         successfully saved.



Deleting Supplier Notes

Step     Action

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

            section.

  2.       Select entries under Notes to be deleted by checking boxes on the left-hand side.

            All entries can be deleted by checking box to left of {New} under Notes.

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  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.