VENDORS - Access / List Functionality

 

• • Access in one of 3 ways:
    
    • Text Menu
    • Module List
    • Web Access - Tools > Server Admin (with basic functionality) 👇

                 

• • Refresh to load any Vendors that may have been posted since last refresh and that may not be displaying on this list 
  • Vendor List Functionality:
    
    • Filters - create a filter for this list 
      • click Filters
      • choose Any or All selector
      • select from the list of fields to set the criteria
      • select from the operators ie: ‘is’, ‘is not’, ‘ is greater than’, etc - this operators list changes based on the field selected in the previous step
      • enter the criteria information, ie: ‘USD’
      • if desired click to add a line of criteria
      • to remove the line, click
      • make any column adjustments - see Column Customization
      • select Filters for Save options:

                                    

• • • • • Save as default - this filter will be active whenever viewing Vendors
        • Remove default to remove the previously set default Filter
        • Save filter if you are making changes to a previously saved filter
        • Save filter as… will allow you to name the Filter with the following settings:                                             

• • • • • • give this filter a name

                                                    

• • • • • • select User to save for you only
          • select Company to save for all users
          • Show in module list to display beneath the module name
          • Save column state if you have removed or added columns and to save your column sort
          • click OK
          • the new Filter is also accessible in the Filter menu:

                                                 

• • • • • click on the Filters button to release the current filter to see entire list or start a new filter
      • Icon Menu Customization  
        • hover over the Icon Group handle  until you see 
        • drag the Icon Group to where you want it
      • Column Customization
        • drag and drop columns for desired positioning
        • right-click on any column heading to identify which columns you wish to see in the grid
      •  Column Sort / Search - click on any column heading to sort the list by that column
        • further narrow your search by just typing (you will see the typed letters in green) and the list will highlight the closest match, in currently sorted column

• - type any character(s) into this field and the list will narrow to only records containing the character(s) typed, somewhere in the details
•  open a Vendor record and use the Navigate buttons to page through Vendors in the list, filtered or not filtered, in order of the current column sort

•  Vendor List Context Menu - right-click on any line(s) in the list to display

         

 Export the list of Vendors - see Vendors - Export
 Add / Edit / Delete Vendor - see Vendors - Add / Edit / Delete

 Print reports / forms on the selected Vendor(s), see Vendors - Reports

 Email the selected Vendor(s) - see Vendors - Email