Back Office - Data Export
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      Preferred Supplier Wizard (Documentation in progress)

      Back Office - Data Export

       

      Subjects      ▲ ▼

       

      About      ▲ ▼

       

      What Is Required?      ▲ ▼

      • One or more Products must exist in Swiftpos with a Preferred (Primary) Supplier assigned.

       

      When Is It Used?      ▲ ▼

      Used to change the Preferred (Primary) Supplier from one to another for a list of selected Products.

       

      How To?      ▲ ▼

       

      How To Change From One Preferred Supplier To Another?      ▲ ▼

      Do as follows:

      • In the Preferred Supplier Wizard screen:
        • Select the select option to the right of the From Supplier field to display the Search Supplier screen.
          • Select the Supplier for the From Preferred Supplier field, from those listed.
          • Select OK.
        • Select the select option to the right of the To Supplier field to display the Search Supplier screen.
          • Select the Supplier for the To Preferred Supplier field, from those listed.
          • Select OK.
        • Select using the filters in the Header section to limit the Products listed in the grid, for which the change of Preferred Supplier will occur.
        • Select the Add Products option to ensure the grid is populated.
        • If necessary, used the Delete Row option to further remove individual Products from the grid that are not to be included as part of the change.
        • Confirm that all Products listed are correct and are those that need to be changed.
        • Select the Commit option in the Footer section to ensure the change is committed to all Products listed in the grid.
        • To be continued ...

       

      Screens      ▲ ▼

       

      Preferred Supplier Wizard Screen      ▲ ▼

       

      bo-preferred-supplier-wizard-1

       

      To access, select the Preferred Supplier Wizard menu option from the Data Export menu in Back Office. Used to assign in bulk a preferred Supplier to list of Products.

       

      Sections      ▲ ▼

       

      Header Section      ▲ ▼

      Filters

      Limit the number of Products listed in the Grid section, by selecting one or more of the following filters:

      • Groups - Displays/Select the From/To range of Product Groups to ensure only those Products are listed in the grid that are assigned to a Product Group within the range selected.
      • Family - Displays/Select the Family.
      • From Supplier - Displays/Select the Preferred Supplier to ensure only those Products are listed in the grid that are assigned to it.

       

      Other Fields/Options

      • To Supplier - Displays/Select the Preferred Supplier to which the Products are to be assigned to.
      • Add Products - Select to ensure the grid is filled with the Product based on the filters selected.
      • Reset Filters - Select to ensure all selected filters are cleared and the default values restored.

       

      Grid Section      ▲ ▼

      List the Products that are returned when the Add Products option in the header is selected. List their Product Code, Description, Product Group and Primary Supplier.

       

      Notes ...

       

      When the Commit option is selected in the Footer section, Products listed in the grid will have their Preferred Supplier changed to the To Preferred Supplier selected in the Header section.

       

      Grid Footer Section      ▲ ▼

      • Delete Row - Select to remove the selected Product (row) from the grid.

       

      Footer Section      ▲ ▼

      • Clear Grid - Select to remove all Productss listed in the grid.
      • Commit - Select to commit to the changing of the Preferred Supplier for the Products listed in the grid.
      • Close - Select to exit the screen.

       

      End of article      ▲