Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Create Vendors

You might want to link vendor details with the supplies. You can first create a vendor and link it to the supply type or directly add it while creating 'Supply Type'/'Supplies'.

To create a vendor:

  1. Click 'Vendors' tab on 'Supplies' page. Or
  2. Click 'Add New' tab next to 'Vendor' field on 'Create Supply Type'/'Create Supplies' page
  3. Enter vendor name and details 
  4. Click 'Create'

Image Added 

Create Locations

You can create a 'Location' e.g. a room, a cupboard, a drawer and link it with the supply. This will help you to track the actual storage location of the 'Supplies'. 

To create locations:

  1. Click 'Locations' tab on 'Supplies' page
  2. Enter name and site for the location
  3. Click 'Create'

Image Added

Info

You can create hierarchy of the locations. If you had previously created locations for a site, while creating a new location an extra field 'Parent location' pop-ups. You can select the parent location. The newly created location is added under the parent location e.g. Cupboard no. 2 in room no. 12