© Tillypad 2008-2014
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 indicates the name of the partner or partner group.
Description is a brief description of the partner.
Personal profile is a link to the personal profile of a partner representative.
Usually, the representative's surname and initials are displayed here.
Company denotes the partner company.
Document prefix is a prefix that can automatically be added to the numbers of documents that are formulated for store transactions with partners.
TIN is the tax identification number (TIN) of the partner.
Security level denotes the security level assigned to the partner.
System is a tag identifying system objects.
The context menu of the directory contains the following commands:
(Ins) – adds information about a new partner to the directory.
(Alt+Ins) – adds a new partner group.
(F2) – edits attributes of partners and partner groups.
(Del) – removes partners and partner groups from the directory to the .
– opens a window to view the list of stock-in records for selected partners.
– opens a window to view the list of return delivery notes for selected partners.
– opens a 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 the summary functions of the data grid.
– menu with the commands to operate the data grid.
To add information about new partners to the directory, use the and entry windows. To edit partner attributes, use the or editor windows.
To add new partner groups to the directory, use the and entry windows. To edit the attributes of partner groups, use the or editor windows.
When you delete partners and partner groups from the directory, a confirmation prompt appears.
To select directory elements from other directory windows, use the window. To select partner groups, use the window.