.Vendor Tabs v2022.2

Contact

The 'Contact' tab provides the User the ability to associate Contacts with a specific Vendor. The User can manually manage these associations by using the Add, Add Existing, and Delete Selected functionality available on the Contact tab.

Adding New Contacts

After clicking on the  button, the User is presented with a data-entry form used to build a basic Contact: First and Last Name, Email and Phone Number. Adding a new Contact here will create a new record in the Workers/Contacts section of the application as well as an association record for the Vendor.

Adding Existing Contacts

After clicking the  button, a list of existing Contacts is presented. Searching through this list and selecting multiple entries will allow the User to add all the required contacts. Select each of the Contacts that need to be associated with the Vendor and click the 'Save and Close' button.

Deleting an Association

Selecting the  button from this grid does not delete the Contact entry it merely removes the association from the Vendor.

Address

When a New Vendor is added to PCR-360, addresses can be added from existing records, or created/updated manually.

Use Existing

The Address tab is not directly editable when "Use Existing Address" is selected. Other addresses can be selected when a User clicks the  button.

From the Select an Existing Address form, a User can select any Address that has been entered into PCR-360.  Clicking the  button after an Address is selected, will update the Vendor.

Create/Change Address

When "Create/Change Address" is selected, the Address tab becomes fully editable. If an Address is selected from the  button, changes will be made to that entry. 

If an Address is created on a new Vendor, that addressed will be saved within PCR-360 so it can be used by others.

Attachments

The Attachments tab allows Users to attach files (including .pdf, .jpg, .doc, and more) of interest or relevance to the service by upload.

Uploading a File

To attach one or more files, navigate to the 'Attachments' tab and click the  button located on the Grid Toolbar above the 'Attachments' grid. The User will be prompted to select the file(s) from their hard drive to upload. Upon selection of a file(s), the upload will begin automatically.

Download File

Allows a User to download a file to their local machine. Useful to make modifications to a file, which can then be re-uploaded. To download a file click the  button. The download should begin and allow the User to define where they would like to save the file.

Open File

This will open the file, if possible, for viewing by the User. No modifications of the original file can be made when opened in this manner. To use this functionality select the file to view and click the  button. The file should open for viewing.

Edit Selected

Allows the name of the file to be modified within PCR-360. If a User modifies the name of the file, that is the new name that will be used when downloading the file.

1. Select the file to modify and click the  button.

2. This will open the 'Manage Attachment' form.

From here the filename can be modified as desired.

Note: Care should be taken NOT to change the extension of the file name or unexpected behaviors or lose of the file are possible.

Delete Selected

This will remove the file from PCR-360. Select the file to remove and click the  button. The File will have been removed from PCR-360.

Remarks

The 'Remarks' tab provides the User the ability to add comments and Remarks to the record. By default, a Remark cannot be edited or deleted once it is added.

Note: Remember that depending on the System Configuration Remarks may not be editable once added.

Adding Remarks

After clicking the  button, the data-entry form opens (see above example) which provides the User with a free-form field used for entering Remarks. Click the  button to add the Remark.

Note: Remember that depending on the system configuration Remarks may not be editable once added.

Use of HTML Tags

Some fields within PCR-360 allow Users to input HTML tags to make displaying that information a richer experience for those that are expected to consume it. For more information on HTML tag usage, please see the wiki entry for it.

Viewing Remarks

Selecting the 'View Remark' button will open a read-only data-entry form that displays the text of the Remark.

User-Defined Fields

The User Defined Fields tab provides access to any extra fields that have been defined for the given grid. See Adding User Defined Fields for more information.