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Module CategorizeAll: Difference between revisions
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<nowiki>*</nowiki> Criteria may be combined. | <nowiki>*</nowiki> Criteria may be combined. | ||
<br /> | <br /> | ||
====MORE...==== | ====MORE...==== | ||
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====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>= | ||