References
Here you register your contact person at the supplier, using max 30 characters. You can enter several references for each supplier, but the first one you enter will be used as the default reference during purchase order registration etc. However, you can temporarily select one of the other references or even enter a reference that has not been registered. Here you enter:
- Reference name - here you enter the name of the reference person using a maximum of 30 characters.
- Comments - here you can enter an optional text regarding this reference (max 80 characters).
- Phone - here you enter the reference person's phone number.
- Mobile phone - here you enter the reference person's mobile phone number.
- E-mail - here you enter the reference person's e-mail address. This address will be loaded by default on for example a new order, and it will be used as the e-mail address recipient when sending orders via e-mail. This is also used when sending group e-mail.
- Comment (C) - here you can write comments about the reference person. These comments can then be seen in the Supplier Info procedure.
- The Document Viewer button - if you have installed the supplement Document Viewing you can link documents to the reference by using this button. These documents can then be seen in the Supplier Info procedure.
- Fax - here you enter the reference person's fax number. This fax number will be loaded by default on for example a new order, and it will be used as the recipient number when sending orders via fax (supplement).
- Reference Category - enter a category for this reference using a maximum of 10 characters. You can use both digits and letters. In the Print Supplier Label procedure you can send e-mails and you can then select by reference category. This can be useful if you enter all the sellers in the same category, if only those references should receive the same printout.
It is possible to activate category management for different types of categories in the system. In the Category Management procedure in the Global Settings module it is then possible to enter more advanced help texts for categories. There you can divide the category field into different sections, enter a descriptive text for the category components and also create selection lists with valid values for each category component. These will then become selectable in the drop-down which will be displayed in this field.
- Extra 1-3 - three fields for optional use on the supplier reference. Can be used to enter any optional information about a reference. You can change the field headings by using the Property Management. This information can also be seen in the Supplier Info procedure.
When you open the Info menu by right-clicking, you can choose the option Export business card (vCard)... to create an electronic business card (.vcf-fil) for the selected reference. You can also switch positions for the references by using Move up (Shift + arrow up) or Move down (Shift + arrow down).
If you double-click on the e-mail address on the current row, a new e-mail will be created for that address in the e-mail program. Double-click on the mobile phone number in order to create a new SMS. For this you are required to have a subscription with an SMS operator. The SMS settings are configured under SMS under the System tab in the Settings procedure.