Search is based on keyword.
Ex: "Metadata"
Do not search with natural language
Ex: "How do I create a new metadata type?"
Leave Feedback
Categories
Audience: Supplier Administrators
The Supplier Category is a non-mandatory classification for Suppliers, depending on their importance to the company's operation. Terms such as Strategic, Core Leverage etc. may be used, where they have economic significance to the company. There is no connection between this and the classification by Supplier Type, which is concerned with the range of product or service provided.
- Select Supplier Manager | System Admin | Categories. This will present the Categories filter and list screen similar to this:
- You can filter by entering a Category title string and selecting the Search icon to the right in the filters bar to produce a list of those Categories which qualify. If the Include Inactive checkbox is not ticked all Categories marked Inactive will be omitted.
- You may change the filters, but the list does not change until you select the Search icon.
- Select the New Category icon to the right in the Categories header bar. A blank Category Details screen will be displayed similar to this:
- Complete the mandatory Category and Description fields, Category ID is maintained by the system and select the Save icon to the right in the Category Details header bar. The following overlaid confirmation message will be displayed:
- Select OK to continue
- To view/edit the details of a Category select anywhere in the record row. The Category Details screen will be presented similar to this:
- You may alter the Category, Description and Active fields. If the Active checkbox is unticked the Category is no longer selectable in new or existing Supplier records. Where an association has already been made it remains in place.
- After making your changes select the Save icon to the right of the Category Details header bar. The following overlaid confirmation message will be displayed:
- Select OK to continue
Note:
Changes to the Category title are reflected on all existing Supplier records and filter dropdown boxes.
|
© Qualsys Ltd 2019 All Rights Reserved |
info@qualsys.co.uk +44 114 282 3338 Aizlewood's Mill, Nursery Street,Sheffield, S3 8ND |
