The directory is used to manage all information related to partners.
Location of the directory: - - .
The directory window contains a tree list of partner groups and partners themselves. Only partner groups can be root elements of the list. However, both partner groups and individual partners can be child elements of the list.
The data grid of the directory displays only partner attributes and names of partner groups. You can view the attributes of partner groups in the directory.
Data grid columns:
Name is the name of a partner or a partner group.
Description is a brief description of a partner.
Personal profile is the link on the personal profile of a partner representative.
Usually, the surname and the initials are displayed here.
Company is a partner company.
Document prefix is a prefix that can automatically be added to document numbers processed when making a store transaction with a partner.
TIN is the tax identification number (TIN) of the partner.
Security level is the security level assigned to the partner.
System – system objects tag.
The context menu of the directory contains the following commands:
(Ins) – adding information about a new partner to the directory.
(Alt+Ins) – adding a new group of partners.
(F2) – editing partner attributes and partner groups.
(Del) – removing partners and partner groups from the directory to the .
– opening window to view the list of stock-in records for selected partners.
– opening window to view the list of stock-out records for selected partners.
– menu with the commands to export files into an external file or update package.
– menu with the commands to operate the clipboard.
(Ctrl+P) – generates print layouts.
– menu with the commands to manage summary functions of the data grid.
– menu with the commands to operate the data grid.
To add information about new partners to the directory, please use the and entry windows. To edit partner attributes, use the or editor windows.
To add new partner groups to the directory, please use the and entry windows. To edit the attributes of partner groups, use the or editor windows.
When deleting partners and partner groups from the directory, a confirm delete prompt is used.
To select directory elements from other directory windows, please use the window. To select partner groups, use the window.
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