Managing Suppliers

To assist in finding previous services or to remind you about where services should take place, Suppliers can be added against scheduled and completed services.

 

To add a Supplier:

  1. On any screen that allows you to select a Supplier, click on the Supplier drop down and select Manage Suppliers.
    The Manage Suppliers List screen will appear.

  2. Enter a new supplier and click Add.
    The supplier will appear in the list.

  3. Close the Manage Suppliers List screen.

  4. The newly added supplier can now be selected.

 

To edit a Supplier:

  1. On any screen that allows you to select a Supplier, click on the Supplier drop down and select Manage Suppliers.
    The Manage Suppliers List screen will appear.

  2. Click the Edit icon for the supplier.

  3. Change the supplier name and confirm with Save.
    The changed supplier name will appear in the list.

  4. Close the Manage Suppliers List screen.
    The supplier will be listed with the new name.