The Supplier button on the main menu allows users to search for a supplier and then navigate to the supplier enquiry for the selected supplier. A search can be performed by entering a supplier code or keyword/s to search for. Users can then tap on the relevant supplier and navigate to the Supplier Enquiry screen for the selected supplier.
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The Supplier Enquiry has multiple tabs, Addresses, Contacts, CRM Custom Fields, Outstanding Purchase Orders, Outstanding Tasks, Notes & Attachments, Tasks History, Quote History and Order History with each tab described below. Please note: Some tabs within this section will only display approximately 100 of the most recent results, a search box is provided to allow users to filter records to view more items matching the search criteria.
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Tapping the Contacts tab will display a list of contacts for the selected supplier. Tapping on the phone or mobile hyperlink will initiate a telephone call to the selected contact and tapping the email address hyperlink will initiate an email to the selected contact (where an email account has been setup on the device).
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Tapping the Outstanding Purchase Orders tab will display a list of outstanding purchase orders for the selected supplier.
The purchase order number is displayed. Order Date - Displays the date the purchase order was created. ETA - Displays the ETA of the purchase order. Ordered By - Displays the Sales Rep on the purchase order. Order Type - Displays the order type of the purchase order. WH - Displays the Warehouse on the purchase order. Status - Displays the status of the purchase order. DD/EBI Customer - Where the order type is a Direct Delivery or Exclusive Buy-In, the customer code and name will be displayed. Tapping the hyperlink will navigate users to the Customer Enquiry for the customer. DD/EBI Sales Order - Where the order type is a Direct Delivery or Exclusive Buy-In, the sales order number will be displayed. Tapping the hyperlink will allow users to view the PDF of the sales order.
Tapping the PDF icon will allow users to view the purchase order on the device. |
Tapping the Outstanding Tasks tab will display a list of outstanding tasks for the selected supplier.
The task number is displayed. Attached To - Displays if the task is attached to a contact or the supplier. Category - Displays the task category. Priority - Displays the priority of the task. Created By - Displays the name of the operator who created the task. Task For - Displays the name of the Sales Rep the task was created for. Created - Displays the date the task was created. Start Date - Displays the start date for the selected task. Date Due - Displays the due date for the selected task. The due date text will display red if the date is past due, blue if it is due today and black when the due date is in the future. Displays the detail of the selected task.
Tapping the Pencil icon will navigate users to the Edit Task screen. Please refer to Edit Task for more information. Tapping the Tick icon will navigate users to the Complete Task screen. Please refer to Complete Task for more information. Tapping the Rubbish Bin icon will allow users to cancel the selected task. Please refer to Cancel Task for more information. |
Tapping the Notes & Attachments tab will display a list of notes and attachments for the selected supplier. Users can enter keyword/s to search for a specific note/attachment. Keywords used need to be visible on the screen for the note.
The note number is displayed. Attached To - Displays who the note is attached to. Category - Displays the note category. User - Displays the operator name who created the note. Date - Displays the date and time the note was created. Displays the detail of the selected note and attachment Attachments - Displays the location path of the attachment (if applicable). Tapping on the open folder icon will allow users to view the attachment.
Tapping the Pencil icon will navigate users to the Edit Note screen. Please refer to Edit Note for more information. Tapping the Rubbish Bin icon will allow users to delete the selected note. Please refer to Delete Note for more information. |
Tapping the Order History tab will display a list of purchase orders for the selected supplier. Users can enter keyword/s to search for a purchase order. Keywords used need to be visible on the screen for the order.
The purchase order number is displayed. Order Date - Displays the date the purchase order was created. ETA - Displays the ETA of the purchase order. Ordered By - Displays the Sales Rep on the purchase order. Order Type - Displays the order type of the purchase order. WH - Displays the Warehouse on the purchase order. Status - Displays the status of the purchase order. Value - Displays the value of the purchase order. DD/EBI Customer - Where the order type is a Direct Delivery or Exclusive Buy-In, the customer code and name will be displayed. Tapping the hyperlink will navigate users to the Customer Enquiry for the customer. DD/EBI Sales Order - Where the order type is a Direct Delivery or Exclusive Buy-In, the sales order number will be displayed. Tapping the hyperlink will allow users to view the PDF of the sales order. |
