The Supplier File is a Workflow module which serves as a document manager where you can store - and easily access - Supplier documentation and information.

Supplier File Data Grid

Navigation

Main Menu > Workspace > Supplier File > View

1. Search - This allows you to sort and view records by module, record number or Supplier with the module search, number search and text search fields.
2. Data filter - This allows you to view Supplier File by Date, Supplier and Status.
3. Data grid - This grid allows you to sort Supplier Files in the business by Date, User, Supplier and Type.

Supplier File Interface

Navigation

Main Menu > Workspace > Supplier File > View > Double-click on record to Edit or click New

1. Data filter - This allows you to link the Supplier File to Supplier, Contact, Status and Type.
2. Items - This shows the Actions that are linked to the Supplier File.
3. Add - This button has functionality to add documents, as well as any other Action that was specified during Setup.
4. Reminders - This allows you to set Reminders in order to drive a process forward.
5. Menu - The Menu button provides the same additional functionality as the Workflow module except for the following:
   • Edit Supplier - This allows you to edit the Supplier. When you select this function the linked Supplier's Setups will open.
   • Add new Supplier - This allows you to Add a new Supplier.