Supplier Types, Supplier Groups

To manage Settings for Supplier Types and Groups, go to Settings > Suppliers. Once created, these options are available from the Details tab of a Supplier account.

Supplier Types and Groups are both created, edited and deleted in the same way.

Add a Setting

To add an option select +Add from the toolbar, the New Setting window opens. Create a short Code and Name and Save.

The Code field is alpha-numeric. Lists are sorted with numeric codes positioned before codes that start with letters.

Numeric codes are treated as a word and as such, 10 goes before 2, 20 before 3 in a list and so on. To ensure numeric order, define the number range, for example 1-20 or 1-100 and use leading zeros, e.g. 01-20 or 001-100.

Edit or Delete a Setting

To Edit an option select the pencil at the end of the row to open the Setting Window. Update the details and Save.

To Delete an option, click anywhere on the row and open the Setting Window. Select the spill menu to expand menu options and select Delete.

A notification window confirms the deletion.

Referenced Settings cannot be deleted. If a setting is in use, existing records must be updated prior to deleting it.

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