Questions by Category: "Suppliers"

Suppliers App allows you to provide access to the users who are reputed to create & new in Suppliers app. The users who have privilege for creation feature can access the “Create ...more

List Layouts allows you to customize your preferred columns based on your requirements to access your saved views quickly. For Instance: An Sales Manager wants to personalize their pref...more

Suppliers App allows you to provide access to the users who are reputed to view “Reports” in Suppliers App. The users who have privilege for reports access, can use the “Reports�...more

Suppliers App allows you to provide access to the users who are reputed to view notification in Suppliers app. The users who have privilege for notification access, can use the “Notif...more

Suppliers App allows you to provide access to the users who are reputed to access “Related Help Links” in Suppliers App. The users who have privilege for this access, can use the �...more

Suppliers App allows you to provide access to the users who are reputed to access “Quick Start guides” in Suppliers App. The users who have privilege for this access, can use the �...more

Suppliers App allows you to provide access to the users who are reputed to view “Search/Advanced search” option in Leads. The users who have privilege for search access, can use the...more

Suppliers App allows you to provide access to the users who are reputed to useful links related to Suppliers from Suppliers app. The users who have privilege for useful links access, ca...more

Suppliers App allows you to provide access to the users who are reputed to access “Manage teams” in Suppliers App. The users who have privilege for this access, can use the “Manag...more

You are able to set up special price lists for suppliers which allow every item to have a different price. In any case, you will achieve this by using the combination of these three app...more

Suppliers App allows you to provide access to the users who are reputed to access “Manage Employees” in Suppliers App. The users who have privilege for this access, can use the “M...more

Suppliers App allows you to provide access to the users who are reputed to access “Side panel” view in Suppliers App. The users who have privilege for this access, can use the “Si...more

Suppliers App allows you to provide access to the users who are reputed to save preferred views. The users who have privilege for saving preferred views, can use “Save As View" option...more

Suppliers App allows you to provide access to the users who are reputed to access “Settings” option in Suppliers App. The users who have privilege for this access, can use the “se...more

Suppliers App allows you to provide access to the users who are reputed to the home page activities in suppliers app. The users who have privilege for home page access, can use the “H...more

Suppliers App allows you to provide access to the users who are reputed to access “Quick Links” in Suppliers App. The users who have privilege for this access, can use the “Quick ...more

Default Homepage View in Suppliers helps to modify the default view of your Homepage. You can change this view according to your needs. For Instance: An supplier Manager wants to view t...more

Suppliers App allows you to provide access to the users who are reputed to add targets for Suppliers in Suppliers app. The users who have privilege for ”Add to Target List”, can use...more

The item can have both price and standard cost with it. The supplier cost specifies the cost to your business. Price The "Price" field is to enter selling price of an item in Items App....more

Suppliers App allows you to provide access to the users who are reputed to perform bulk actions on Suppliers. The users who have privilege for bulk action, can use “Bulk Action” dro...more

Suppliers App allows you to provide access to the users who are reputed to access “Contacts” option in Suppliers App. The users who have privilege for this access, can use the “Co...more

Suppliers App allows you to provide access to the users who are reputed to create Suppliers in Suppliers app. The users who have privilege for creation feature can access the “Create�...more

In Suppliers App settings, Actions allows you to provide access to the users who are reputed to perform actions . The users who have privilege for a particular action, can use that part...more

In 360 degree view, you can add number of objects, which are all you want to associate with Suppliers App. Click on "Add" button, from where you can add new objects associating it with ...more

Quick Links may contains multiple links where a user can use often enabling him to access fastly. The Quick Links consists of two types as listed below: Link : The created Quick Link wi...more

Suppliers App allows you to customize communication with different attributes such as Email Types, Phone Types and Address Types by dragging and dropping which can be used based on your...more

You can add more than one item with supplier. If you purchase product(s) from the supplier, you can have that product associated with the supplier in Suppliers app. Steps to create supp...more

Every one of us had come to a point, where we expect actions to be done a single step. The Suppliers App gives you the privilege to do Bulk Actions instantly within Apptivo. The availab...more

In Suppliers app, these reports are generated on the basis of general lists of suppliers, it provides detailed listing of every suppliers in the app. Steps to Generate Suppliers Detail ...more

View Column Set - This feature allows to customize supplier fields as a section as per your requirement. You can easily access your preferred section quickly to save custom views. In or...more

In order to send a purchase order with item's standard price you need to add the supplier cost for an item. For eg: If you sell an item to a customer for 550 dollars, and cost for suppl...more

Email Template permits to setup pre-defined messages. These are customized email messages that can be sent by the users. It has the email subject and information, called a token or attr...more

Views are the filters found on the left side menu of the home dashboard. It can be configured to set as per your business needs.  Steps to Customize Left Panel Views in Suppliers Log i...more

Supplier Items allow you to create a number of supplier items to the Suppliers. To Customize Supplier Item, Log in and access Suppliers app from universal navigation menu bar. Click on ...more

The suppliers app offers a simple method to manage your supplier contact information, and organize activities related to your suppliers. Steps to edit a manufacturer Log in and access S...more

Suppliers App allows you to choose a Category that contacts belongs to. It also allows you to create new category using customization option. Steps to Create Supplier Category Log in a...more

Suppliers are individual people or contractors from where your company gets necessary products. Every business will categorize suppliers differently. Once a supplier category is created...more

Suppliers App allows you to personalize Collaboration to “Show/Hide” attribute in the Suppliers overview page. For Instance: If a User wants to hide “Calendar” tab in their Supp...more

Suppliers App allows you to customize Reports in your own way. It helps to "Show" or "Hide" your Reports. For Instance: A Supplier Manager wish to hide “Suppliers by Category” in th...more

Supplier App allows you to provide access to the users who are reputed to email a Supplier. The users who have privilege for mailing the Supplier, can use “Email” button and also th...more

Message templates allow you to setup pre-defined messages. These are customized email messages that you can send to your suppliers. Steps to Create Message Templates Log in and access S...more

Custom Attributes Custom attributes are the common features for all apps. These are like business attributes which supports you to customize your business with the custom fields. They c...more

Steps to Create Employee Range Log in and access Suppliers App from your universal navigation menu bar. Click on “More” icon and select “Settings” located at the App header ba...more

Steps to Customize Payment Terms Log in and access Suppliers App from your universal navigation menu bar. Click on "More" icon and select “Settings” located at the App header bar. �...more

Steps to Customize Agreement Type Log in and access Suppliers app from your universal navigation menu bar.  Click on "More" icon and select "Settings" from the App header bar. Click on...more

Suppliers app allows you to create contact types, where you can describe about the type of a contact. Steps to Create Contact Types Log in and access Suppliers app from your universal n...more

Indicate whether you want to manually specify or automatically generate Supplier number, while creating a Supplier. Steps to Generate a Supplier Number Log in and access Suppliers App f...more

Suppliers app payment method provides you a set of standard payment outlets for your customer payments. Apart from that, you can add your own payment method if you would like. Steps to ...more

You can view supplier assigned to your employee in “All My Employees” in “By Queue” view. Steps to View Suppliers Assigned to all My Employees Log in and access Suppliers app f...more

In order to manage the acquisition of the products from the suppliers you need to have the formal agreement with the suppliers. To make you ease of work you need to add the agreements i...more

You can create and edit the manufacturers created using customization option. Steps to Create Manufacturers Log in and access Suppliers app from your universal navigation menu bar.  C...more

The suppliers app offers a simple method to manage your supplier contact information, and organize activities related to your suppliers. Steps to Add Contacts in Manufacturers Log in an...more

My Suppliers supports you by filtering the suppliers assigned to you. You can quickly view the suppliers information. Configure Views settings to enable "By Queue" view. Steps to view s...more

Steps to Create Industries Log in and access Suppliers App from your universal navigation menu bar. Click on “More” icon and select “Settings” at the App header bar. You will ...more

By Preference level In the Suppliers App, “By Preference Level” is found on the left side navigation of the home dashboard. You need to configure views in order to display this vie...more

Tags are nothing but labels with one or two words which will associate with most of the suppliers records to organize the data in personalized way. It allows to group records from vario...more

Steps to View 360 Degree in Suppliers Log in  and access Suppliers app from your universal navigation menu bar. Click on “By Directory” and select “All” from the left navigatio...more

The Purchase Orders app allows you to create all the items you are going to buy from the supplier. This will help you to associate with supplier invoices and supplier payments. Steps to...more

First off, if you haven’t yet, take a look at the Customer Payments quick guide. Once you have gone through settings, you are ready to start with Customer Payment. Steps to Create a S...more

For every supplier included in suppliers app a unique number will be generated for reference purpose. This supplier numbers can be manually recorded or automatically generated. Steps to...more

Steps to View Suppliers by Directory Log in and access Suppliers app from your universal navigation menu bar.  Click on “By Directory” from the left navigation panel.  Choose an ...more

In Suppliers app, “By Category” views are found on the left side navigation of the home dashboard.You need to configure views settings in order to display this view type on your hom...more

The Suppliers App has numerous settings that allow you to fine-tune the way the app functions. Log in and access Suppliers App from universal navigation menu bar. Click on "More" icon a...more

In Suppliers App you will find "By Queue" which supports you to take a rapid view of menus like My Suppliers, All My Employees and My Team. The suppliers which are assigned to you, to y...more

Steps to add contacts to suppliers Log in and access Suppliers app from your universal navigation menu bar. Click on “By Directory” and select “All” from left navigation panel.�...more

Suppliers app integration Suppliers App integrates with Items, Inventory Management and Contacts App. To know more about Suppliers App, click this Suppliers app quick start guide. ...more

The Suppliers app offers a simple method to manage your supplier contact information, and organize activities related to your suppliers. Steps to Duplicate Supplier Information Log in a...more

Suppliers details are essential for traders/entrepreneurs who buy and sell goods from the manufacturers. Once if the supplier is created, you are allowed to edit the supplier informatio...more

News Feed By default each and every event will be displayed in news feed on the suppliers home dashboard. This significant feature is common in every app. You can stop displaying them b...more

Suppliers delete Suppliers app, preserves details of all your suppliers irrespective of your business association. You cannot delete a supplier information from the suppliers app, once ...more

Suppliers app allows you to simple and advanced searches.  Simple Search Simple search allows you to search using a single search field located in the header bar.Simple search takes on...more

Suppliers details are essential for traders/entrepreneurs who buy and sell goods from manufacturers.  Steps to create a supplier Log in and access  Suppliers app from your universal...more