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 | ++++

When creating or editing a contractor:

• Give datas
• We give commercial contact data
• We can define a list of contact persons (see Contact person)
• In the „Other” we canspecify the number of copies of documents for this customer

++++ Screen: Contact data| ++++ ++++ Screen: Commercial data| ++++ ++++ Screen: Contact persons| ++++ ++++ Screen: Other| ++++

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| ++++

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

See video presentation!
(imports contractors, facilities, parts and inventory)

In order to import objects:

1. The CRM module select counterparties
2. Click Import
3. Specify the file location
4. When selected will be supplemented by field The spreadsheet
5. 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.
6. 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.
7. 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.
8. Click Import
9. Appears result of imports
10. Click Finish.

The system allows recording of information concerning the contact persons of individual contractors.

To add a contact person:

1. The CRM module select Contractors.
2. Choose the contractor you want a contact person.
3. Go to the Contact Persons .
4. Click Add
5. Fill in the necessary data.

++++ Screen: Adding contact person| ++++

The tab allows you to add and edit delivery addresses.

To add an address:

1. The CRM module select Contractors.
2. Choose the contractor, with the card you want to add an address.
3. Go to the Addresses .
4. Click Add
5. Enter the necessary data.

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

To add an attachment:

1. The CRM module select Contractors.
2. Choose the contractor, with the card you want to add an attachment.
3. Go to the tab Attachments .
4. Click Add
5. Select the location in which the file to be attached.

++++ Screen: Add an attachment | ++++

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