Difference between revisions of "ITrack/Pro/Vendor Screen"

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(Fixing internal links)
 
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:4. When you are finished entering vendor information, click the Save & Close button.
:4. When you are finished entering vendor information, click the Save & Close button.


* '''ITrack Tip: Entering the Zip Code will automatically fill out the city, state and country fields.'''
{{Tip|Entering the Zip Code will automatically fill out the city, state and country fields.}}
* '''ITrack Tip: If the Shipping Address is the same as the Billing Address clicking the Copy>> button will automatically copy the address fields.'''
{{Tip|If the Shipping Address is the same as the Billing Address clicking the Copy>> button will automatically copy the address fields.}}


==Additional Info Tab==
==Additional Info Tab==
Line 17: Line 17:
Click on the Additional Info tab located to the right of the Address Info tab. From this screen you can enter more information about the vendor such as an email address, a web page address, and other important information.
Click on the Additional Info tab located to the right of the Address Info tab. From this screen you can enter more information about the vendor such as an email address, a web page address, and other important information.


([http://wiki.isoftdata.com/index.php/Image:AdditionalInfoTab.PNG Additional Info Tab])
([[:Image:AdditionalInfoTab.png|Additional Info Tab]])


==Purchase Orders Tab==
==Purchase Orders Tab==
The Purchase Orders tab is the final tab on the Vendor Information Screen.  This tab allows you to view purchase orders you have created for this vendor.  You can see which orders have already been received and which purchase orders are still pending.
The Purchase Orders tab is the final tab on the Vendor Information Screen.  This tab allows you to view purchase orders you have created for this vendor.  You can see which orders have already been received and which purchase orders are still pending.


([http://wiki.isoftdata.com/index.php/Image:PurchaseOrdersTab.PNG Purchase Orders Tab])
([[:Image:PurchaseOrdersTab.PNG|Purchase Orders Tab]])


Clicking on the Reprint button in the lower left corner will reprint a selected item from the line items.   
Clicking on the Reprint button in the lower left corner will reprint a selected item from the line items.   
Double clicking on a purchase order will open it in the [[Purchase Orders Extension (Pro)|Purchase Orders]] Screen.  From here you can add to or edit the purchase order.
Double clicking on a purchase order will open it in the [[ITrack/Pro/Purchase Orders Screen|Purchase Orders]] Screen.  From here you can add to or edit the purchase order.


==Searching for a Vendor==
[[Category:ITrack/Pro/Extensions]]
To search for a vendor, first click on Vendor List from the Main Menu or the Open Windows list.  This will bring up the [[Vendor List Extension (Pro)|Vendor List]] Screen.
 
([http://wiki.isoftdata.com/index.php/Image:VendorListScreen.PNG Vendor Screen])
 
At the top of the screen is a drop down list which will show the default search of Smart Search.  By clicking on the down arrow in the list, you will see other search options such as Phone Number, Company Name, and City.  The vendor database can be searched using any of these criteria, so it isn't a problem if you don't remember the name of the company, so long as you remember something about the vendor.
 
([http://wiki.isoftdata.com/index.php/Image:SmartSearch.PNG Smart Search screen shot])
 
The next field allows you to specify what you want the search to find in regards to the type of search you selected.
 
([http://wiki.isoftdata.com/index.php/Image:SearchCriteria.PNG Search Criteria screen shot])
 
After deciding on your search criteria, type the keywords into the blank field located to the right of the middle of the screen. Next hit the enter key on your keyboard or click the Search button on your screen. This will bring up all of the vendors that fit your search request.
 
([http://wiki.isoftdata.com/index.php/Image:SearchResults.PNG Results of the search])
 
*'''ITrack Tip: To see even more vendor information from this screen, use the scroll bar at the bottom.'''
 
If you want to see your entire vendor database, simply click on the Show All button located to the right of the Search button. If you are viewing multiple vendors, you can sort them in a variety of ways.  By clicking on a specific field near the top of the screen, you can sort the customers by that particular type. All fields will sort alphabetically. For example, if you click the Contact field, names that start with “A” would appear towards the top. By clicking Contact again, the results will sort in reverse alphabetical order so the names that start with “A” would appear towards the bottom.
 
([http://wiki.isoftdata.com/index.php/Image:SortingSearches.PNG Sorting the search])
 
You can choose the order of your columns so that the most important information is easily viewable.  Simply click and drag and column to have it place where you want it.  ITrack will remember your column order.
 
([http://wiki.isoftdata.com/index.php/Image:OrderBefore.PNG Column Order Before])
([http://wiki.isoftdata.com/index.php/Image:OrderAfter.PNG Column Order After])
 
By highlighting a vendor, you can then choose to edit, delete or buy from that vendor by selecting the corresponding button located at the bottom of the screen. Clicking the Buy From button will bring up the [[Purchase Orders Extension (Pro)|Purchase Orders]] Screen. To learn how to use the Purchase Orders Screen, see the entry titled “[[Purchase Orders Extension (Pro)|Purchase Orders]].”
 
([http://wiki.isoftdata.com/index.php/Image:BuyFromButton.PNG Buy From Button])
 
[[Category:Pro Extensions]]

Latest revision as of 11:48, 13 April 2012

Adding a New Vendor

Adding a Vendor

To add a new vendor:

1. Click Vendor List in the Main Menu.
2. Click the Add button at the bottom of the page and the Vendor Information Screen will open.
3. Enter the address into the appropriate fields.
4. When you are finished entering vendor information, click the Save & Close button.
Tip
Entering the Zip Code will automatically fill out the city, state and country fields.
Tip
If the Shipping Address is the same as the Billing Address clicking the Copy>> button will automatically copy the address fields.

Additional Info Tab

If you want to continue adding information about your vendor, the Additional Info tab on the Vendor Information Screen is useful.

Click on the Additional Info tab located to the right of the Address Info tab. From this screen you can enter more information about the vendor such as an email address, a web page address, and other important information.

(Additional Info Tab)

Purchase Orders Tab

The Purchase Orders tab is the final tab on the Vendor Information Screen. This tab allows you to view purchase orders you have created for this vendor. You can see which orders have already been received and which purchase orders are still pending.

(Purchase Orders Tab)

Clicking on the Reprint button in the lower left corner will reprint a selected item from the line items. Double clicking on a purchase order will open it in the Purchase Orders Screen. From here you can add to or edit the purchase order.

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