\\ **>> Go to: [[en:podrecznik:utrzymanie_ruchu:rozpoczecie_pracy|START WORK WITH THE SYSTEM]]**\\
**>> Go to: [[en:podrecznik:utrzymanie_ruchu:start|MODUS EAM-CMMS]]**\\


====== Contractors ======
The program has been equipped with a mechanism for managing contractors. It allows you to define and record any number of contractors.

In the panel "Details" we have access to the contact persons, addresses and attachments of the selected contractor.

++++ Screen: Contractors |
{{:podrecznik:utrzymanie_ruchu:kotrahenci_cmms.png|Ekran: Kontrahenci }}
++++

===== Add / Edit contractors =====

When creating or editing a contractor:

  * Give datas
  * We give commercial contact data
  * We can define a list of contact persons (see [[en:podrecznik:utrzymanie_ruchu:osoby_kontaktowe|Contact person]])
  * In the "Other" we canspecify the number of copies of documents for this customer

++++ Screen: Contact data|
{{:podrecznik:utrzymanie_ruchu:dane_teleadresowe.png|Ekran: Dane teleadresowe  }}
++++
++++ Screen: Commercial data|
{{:podrecznik:utrzymanie_ruchu:dane_handlowe.png|Ekran: Dane handlowe}}
++++
++++ Screen: Contact persons|
{{:podrecznik:utrzymanie_ruchu:os_kontaktowe.png|Ekran: Osoby kontaktowe}}
++++
++++ Screen: Other|
{{:podrecznik:utrzymanie_ruchu:k_inne.png|Ekran: Inne}}
++++


**Adresses** - tab allows you to define delivery addresses for a given counterparty. After entering the delivery address to the card counterparty when creating a document will be a prompt for the address of delivery. Information about the delivery address will be automatically copied to the documents derivatives.

++++ Screen: Adresses|
{{:podrecznik:utrzymanie_ruchu:k_adresy.png|Ekran: Adresy}}
++++

===== Import =====
Import function enables automatic introduction of the system files of contractors on the basis of information contained in properly prepared spreadsheet file (xls).

**See [[http://youtu.be/eH92RIFz8Tk?autoplay=1|video presentation! ]]**\\ (imports contractors, facilities, parts and inventory)\\

<note warning>It may happen that when you export data from the system to xls file in the preview import data will be invisible. In this case, select all the data in the worksheet that file, copy it and paste it into a new xls file. Save the file and import into the program during MESO indicate a new file. </note>

** In order to import objects: **
  - The ** CRM module ** ** select counterparties **
  - Click ** Import **
  - Specify the file location
  - When selected will be supplemented by field ** The spreadsheet **
  - In the **Import Configuration ** clicking on each line in the column ** columns in Excel Excel ** columns, assign columns Modus, so as to correspond to columns in excel columns in Modus.
  - After enrollment, you can save the system by entering a name in the Save As and click Save. In the future, for a file system identical columns instead of assigning the columns will be able to load a list.
  - Click ** Validate ** to get information or file to import has been properly prepared and that the data will be imported. For example, if in one field introduces too many characters, the tab will result proper information. In such a situation the import window can be closed, and the file to edit. You can also select Trim your text boxes to their maximum length to allow imports.
  - Click ** Import **
  - Appears result of imports
  - Click Finish.

===== Aditional functions=====
===Contact persons===
The system allows recording of information concerning the contact persons of individual contractors.

To add a contact person:
   - The ** CRM module ** select ** Contractors**.
   - Choose the contractor you want a contact person.
   - Go to the **Contact Persons **.
   - Click ** Add **
   - Fill in the necessary data.

++++ Screen: Adding contact person|
{{:podrecznik:utrzymanie_ruchu:dod_os_kon.png|Dodawanie osoby kontaktowej }}
++++ 

<note tip>Contact person can also be entered or edited by adding or editing a record Contractor.</note>


===Adresses===
The tab allows you to add and edit delivery addresses.

To add an address:
   - The ** CRM module** select **Contractors**.
   - Choose the contractor, with the card you want to add an address.
   - Go to the ** Addresses **.
   - Click ** Add **
   - Enter the necessary data.

===Attachements===
The system allows you to add attachments to records such contractors. Agreements in the form of files in any format.

To add an attachment:
   - The **CRM module** select **Contractors**.
   - Choose the contractor, with the card you want to add an attachment.
   - Go to the tab ** Attachments **.
   - Click ** Add **
   - Select the location in which the file to be attached.
++++ Screen: Add an attachment |
{{:podrecznik:utrzymanie_ruchu:dod_zalacznik.png|Dodawanie załącznika }}
++++ 

**>> Return to: [[en:podrecznik:utrzymanie_ruchu:start_crm|CRM MODULE INTRODUCTION]]**\\
**>> Return to: [[en:podrecznik:utrzymanie_ruchu:start|CMMS]]**