Vendor Relation
Vendor Relation manual
Introduction
VRM dashboard can be found under "Work" menu
Dashboard
Following is an example dashboard There are several major sections; Supplier, Quote, Order/Retur...
Supplier
Introduction
Following shows a sample window. The chapter describes features available within the window.
Create Supplier
Click "New supplier" on upper right corner of Supplier/Staff table Enter supplier data, then cli...
Update Supplier
Click "Update" button on the right of supplier Update information, then click "Update".
View Supplier
Click "View" button on the right of supplier Supplier modal appears
Supplier Performance
Quote
Introduction
Following shows a sample window. The chapter describes features available within the window.
Create quote
Click "New quote" on upper right corner of quote table Enter quote data. Click "+ Add line" i...
Update quote
Click "Update" button on right of the quote Update quote data, then click "Update" Click "+ A...
View quote
Click "View" button on right of the quote Quote modal appears
Approve quote
Click "Approve" button on the right of quote When quote modal appears, click "Approve" or "Dis...
Order
Introduction
Following shows a sample window. The chapter describes features available within the window.
Create Order
Click "New entry", and select order or return Enter order/return data, then click "Submit" Cl...
Update Order
Click "Update" button on right of the order/return Update order/return data, then click "Updat...
View Order
Click "View" button on right of the order/return Order/return modal appears
Approve Order
Click "Approve" button to right of the order/return When order/return modal appears, click "Ap...
Release Order
Click "Release" button to right of the order/return An email with order/return attachment is sen...
Inbound booking
Picking list
Charge
Introduction
Following shows a sample window. The chapter describes features available within the window.
Create Expense
Click "New expense" on upper right corner of expense table When expense modal appears, enter all...
Update Expense
Click "Update" button on the right of expense If no "Update" button, the expense can not be updat...
View Expense
Click "View" button on the right of expense Expense modal appears
Submit Expense
Click "Submit" button on the right of expense If no "Submit" button, the expense can not be submi...
Retract Expense
Click "Retract" button on the right of expense If no "Retract" button, the expense can not be ret...
Approve Expense
Click "Approve" button on the right of expense When expense modal appears, click "Approve" or "D...