Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »

The company module consists of several configurable windows to add edit or read the following information:

  1. Company: Company Information including name, email, addresses, phone etc.
  2. Contacts: Any number of contact persons and their contact details can be registered for each company.
  3. Products: A configurable listing of all products associated with a particular Company. Columns can be added to display associated Tender. (Products are assigned to Items in the Items Overview module.)
  4. Occurrences: Configurable list of locations of instances of the product
  5. Properties: Context sensitive window with editable fields for highlighted window (ie Contact / Company / Product / Occurrence of Item)
  6. Company Ribbon: Displays as two tabs Companies and Import /Export.
    • The Companies ribbon enables users to Create a new Company, Delete a Company, Copy Company, Create and Delete Contacts, and Open Product, New Product, Copy and Delete Product.
    • The Import/ Export tab, when selected brings up a Panel to enable the import of new and update of existing Company information from a spreadsheet and to Import/ Update contacts. For more information on how to import/ update companies click here

  • No labels