Importers

An overview of importers is available from several places:

• Vendor ListThe

  • Importer List button

  • opens with a filter for the given supplier.

• Vendor CardThe

  • Importer Overview button

  • opens with a filter for the supplier.

• Sales Manager Role Center

  • Importers and Dealerships The

  • overview will then open without filters.

The overview and the card are structured as follows:

• Number (No.)

  • Empty by default, entered manually by the user.

  • It can't be empty.

• Vendor No.

  • Empty by default. Fulfillment:

    • if the record is created from a vendor, the system will complete automatically. Tlačítko New.. opens the Importer Card.

    • if the record is created from the Importers list, the field will be empty, the user selects manually on the Importer Card tab.

  • Lookup to Vendor (23)/Vendor List (27), filter to:

    • Cooperation Partner (new) = Y

• Vendor NameEmpty

  • by default. Completes the system automatically after selecting Vendor No. from the Name field (2) from the vendor.

  • Flowfield from the contact (if it is updated at the supplier, the update will be automatically made here as well).

• Contact No.

  • Empty by default, the system automatically fills in the contact number of the given vendor in the Primary Contact No. (5049) / tab Vendor (23) field.

  • Hidden field.

• Cooperation PartnerBy

  • default, N.

  • Completes the system automatically from the vendor Cooperation Partner (new), after entering (selecting) Vendor No.

• Tags (Make Filter)

  • Empty by default. The user manually selects the codes of the imported tags of the importer.

  • Lookup to API Make (4026562)/API Make List (4026564, List), in case of multiple selection, the system will automatically add a pipe. Filter when selected:

    • Active(19900)=Y

• Contact Person 1 (Contact Person 1)

  • Empty by default, selected manually by the user.

  • Lookup to Contact (5050)/Contact List (5052, List), filters:

    • Type (5050) = Person

    • Company No. (5051) = Contact No.

• Contact Person Name 1)

  • Empty by default. Fills in the system automatically after selecting Contact No. from the Name field (2) from the contact list.

  • Flowfield from the contact (if it is updated on the contact, the update will be automatically applied here as well).

  • When clicked, the contact card opens.

• Contact Person 2 No.Empty

  • by default, selected manually by the user.

  • Lookup to Contact (5050)/Contact List (5052, List), filters:

    • Type (5050) = Person

    • Company No. (5051) = Contact No.

• Contaxct Person 2 NameEmpty

  • by default. Fills in the system automatically after selecting Contact No. from the Name field (2) from the contact list.

  • Flowfield from the contact (if it is updated on the contact, the update will be automatically applied here as well).

  • When clicked, the contact card opens.

• Cooperation Validity From (Cooperation Date From)

  • Empty by default. The user manually fills in the start of the cooperation's validity.

• Cooperation Validity To (Cooperation Date To)

  • Empty by default. The user manually fills in the end of the cooperation's validity.

From the importer, it is then possible to open the Importer-dealer relations table (see below) Vztahy importér dealer tag.