5 | Supplier Custom Info

This article covers Supplier Custom Fields how they can be Edited, Viewed, and used in BackOffice. Custom Info Tabs and Custom Fields can be found throughout BackOffice and can be edited for a variety of purposes and uses including for reporting purposes.

This article covers Supplier Custom Fields & how they can be Edited, Viewed, and used in BackOffice.

Custom Info Tabs and Custom Fields can be found throughout BackOffice and can be edited for a variety of purposes and uses including for reporting purposes.

Prerequisites

Operator Privileges

Within Operator Maintenance , there are a number of privilege flags that need to be enabled for an Operator to access & edit the Custom Info components throughout BackOffice
There are two privileges that can be authorized for each instance of Custom Info available:

Viewing Custom Info

If this flag is enabled in Operator Maintenance, the Operator will have access to the specified Custom Info

Editing Custom Info

If this flag is enabled in Operator Maintenance, the Operator will have access to edit the specified Custom Fields

To allow authorization for Custom Info, login to BackOffice and follow the steps below:

In the Maintenance Menu select Operator
Select the desired Operator by highlighting and clicking on the Edit Operator button
The Operator Maintenance Window will then appear and from here, select the Maintenance Tab
In the Maintenance Tab, locate the Suppliers section and enable the desired flags for that Operator

Supplier Custom Fields

Viewing Custom Fields

To View Supplier Custom Info within BackOffice, follow the step below:

After logging on to BackOffice, in the Maintenance Menu select Supplier
Select the desired Supplier by either double-clicking or using the Edit Supplier Function
The Supplier Maintenance Window will then appear; select the Custom Info Button on the bottom of the window to view Custom Info

Editing Custom fields

In the Custom Info Menu, follow the steps below to Edit Supplier Custom Info

After Selecting the Edit Custom Fields button, a new window will appear where the Operator can configure four (4) types of Custom Fields, including:

Flag Fields
Number Fields
Date Fields
Text Fields

Within this window, click in a Field Name area to begin Editing
For Text Fields, add Values to select from for each Text Field Name as well; double-click in the Values Field to open a window for Multiple Entries
When finished, click OK

There will generally be options for ten (10) Flag Fields, five (5) Number Fields, five (5) Date Fields, and twenty (20) Text Fields

Example

For this Supplier Custom Fields example, there is data that has been input in the relevant fields
Once the fields have been populated, select OK and the Operator will be returned to the Custom Info window
From here, data that has been input into the Custom Fields can now be utilized in Custom Info
This allows more information to be applied to Suppliers which can be used for many purposes throughout BackOffice such as

Creating Custom Views
Generating Reports
Managing and Grouping Data

Custom Views can be created using Custom Info Fields to sort through Products, Operators, Suppliers, etc.