197
edits
Changes
Jump to navigation
Jump to search
Line 50:
Line 50: − − ===SIMPLE PRACTICAL EXAMPLE - CREATING THE CATEGORY "Customers from Brazil"=== − − − For example, to create a "Third Party" category of type "Customers from Brazil", simply: − − Step 0- On Home -> Click on Third Party Form − − Step 1- On the Categories / Create Category Name and Criteria Page -> Click Create New Category, − − 1.1 -> Name the category -> Customers from Brazil − − 1.2 -> In the Available Criteria Table -> In the "Country" field select -> Brazil and click on the Arrow -> (Insert) − − 1.3 -> Click on -> Submit (Defined Criteria) − − Step 2- On the Categories / Check Criteria Page and Create or Update Category -> Click -> Criteria List, − − 2.1 -> Click on Created Category or Tag Button − − 2.2 -> In the field "Result" -> Check Selected Items Match − − 2.3 -> [If Third Party Form] -> In the "Category Type" -> Inform if you are a customer or supplier. − − 2.4 -> In the field "Color" -> Define a color for this category − − 2.5 -> Click on the "Create New Category" button (Created Category) − − 2.6 -> Click on the "Category List" button -> The category is created and links to reports and lists are available to access. − − Line 175:
Line 144: − + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + +
final4
<nowiki>*</nowiki> Criteria may be combined.
<nowiki>*</nowiki> Criteria may be combined.
<br />
<br />
====MORE...====
====MORE...====
====Report 3 View List Of Third Parties====
====Report 3 View List Of Third Parties====
[[File:Print22 - Report.png|none|thumb|1147x1147px]]
[[File:Print22 - Report.png|none|thumb|1147x1147px]]<br />
===SIMPLE PRACTICAL EXAMPLE - CREATING THE CATEGORY "Customers from Brazil"===
For example, to create a "Third Party" category of type "Customers from Brazil", simply:
Step 0- On Home -> Click on Third Party Form
Step 1- On the Categories / Create Category Name and Criteria Page -> Click Create New Category,
1.1 -> Name the category -> Customers from Brazil
1.2 -> In the Available Criteria Table -> In the "Country" field select -> Brazil and click on the Arrow -> (Insert)
1.3 -> Click on -> Submit (Defined Criteria)
Step 2- On the Categories / Check Criteria Page and Create or Update Category -> Click -> Criteria List,
2.1 -> Click on Created Category or Tag Button
2.2 -> In the field "Result" -> Check Selected Items Match
2.3 -> [If Third Party Form] -> In the "Category Type" -> Inform if you are a customer or supplier.
2.4 -> In the field "Color" -> Define a color for this category
2.5 -> Click on the "Create New Category" button (Created Category)
2.6 -> Click on the "Category List" button -> The category is created and links to reports and lists are available to access.
=<small>Prerequisites</small>=
=<small>Prerequisites</small>=