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2023-05-09 23:21:32 +00:00
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5 changed files with 62 additions and 34 deletions

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@@ -8,15 +8,15 @@ Vendors are an important aspect of AyaNova as they save time during selection, t
Vendors can be selected in AyaNova in the following places:
- [Purchase Order](inv-purchase-orders.md#vendor)
- [Customer Unit "Purchased from"](svc-units.md#purchased-from)
- [Unit model](svc-unit-models.md#unit-model-vendor)
- [User "Vendor"](adm-users.md#vendor)
- [Part "Manufacturer"](inv-parts.md#manufacturer)
- [Part "Wholesaler"](inv-parts.md#wholesaler)
- [Part "Alternative Wholesaler"](inv-parts.md#alternative-wholesaler)
- [Work order / Quote / PM item outside service "Vendor sent to"](svc-workorders.md#sent-to)
- [Work order / Quote / PM item outside service "Vendor sent via"](svc-workorders.md#sent-via)
- [Purchase Order](inv-purchase-orders.md#vendor)
- [Customer Unit "Purchased from"](svc-units.md#purchased-from)
- [Unit model](svc-unit-models.md#unit-model-vendor)
- [User "Vendor"](adm-users.md#vendor)
- [Part "Manufacturer"](inv-parts.md#manufacturer)
- [Part "Wholesaler"](inv-parts.md#wholesaler)
- [Part "Alternative Wholesaler"](inv-parts.md#alternative-wholesaler)
- [Work order / Quote / PM item outside service "Vendor sent to"](svc-workorders.md#sent-to)
- [Work order / Quote / PM item outside service "Vendor sent via"](svc-workorders.md#sent-via)
## Authorization Roles required
@@ -24,18 +24,18 @@ Many roles can _select_ this object on other records where approriate. Editing o
Full access
- Accounting
- Business administration
- Service manager
- Inventory
- Accounting
- Business administration
- Service manager
- Inventory
Read only access
- Business administration - restricted
- Service manager - restricted
- Service technician
- Sales
- Sales - restricted
- Business administration - restricted
- Service manager - restricted
- Service technician
- Sales
- Sales - restricted
## Import / Export
@@ -45,9 +45,9 @@ Vendors can be [imported](adm-import-vendor.md) into AyaNova and [exported](ay-e
Vendors are accessed in the following ways:
- From the `Vendors` [navigation drawer](ay-start-form-overview.md#navigation-drawer) to open the Vendors [data table](ay-start-form-data-tables.md)
- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Vendor autocomplete list on any other form where vendors can be selected
- From any [data table](ay-start-form-data-tables.md) column showing vendors
- From the `Vendors` [navigation drawer](ay-start-form-overview.md#navigation-drawer) to open the Vendors [data table](ay-start-form-data-tables.md)
- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Vendor autocomplete list on any other form where vendors can be selected
- From any [data table](ay-start-form-data-tables.md) column showing vendors
## Vendor data table
@@ -136,4 +136,12 @@ Standard AyaNova object [Address control](ay-start-common-controls.md#address).
### Menu options
The Vendor edit form contains the [common edit form menu options](ay-start-edit-forms.md#common-edit-form-menu-options).
In addition to the [common edit form menu options](ay-start-edit-forms.md#common-edit-form-menu-options) the Vendor edit form also contains these options.
#### Send email
![send email](img/menu-item-send-email.png)
Send an email directly to this vendor via the [AyaNova notification system](ops-notification-system.md) (alternatively you can send an email using your installed email software instead by clicking on the @ icon beside the email address).
![control send email](img/control-send-email.png)