Contractor Categories

Home Page→System Settings→ Contractors/CRM→ Contractor Categories

Overview

Allows to create and edit categories for contractors.

Allows marking individual categories for suppliers using ‘For Supplier’ check-box.

List description:

• Category - Category name
• For supplier - Shows which category selected as ‘For Supplier’

Manuals

• Completing the Category field to create a  Contractor Category, if you opened the list 'Contractor Categories' for the first time.

Or press on the ‘+’ button, if you started switching between records. Then the form to create the Contractor Category will be empty

• When the tick ‘For Supplier’ is active, all selected Contractor Types will be displayed in the selector ‘Segment’ when creating

All Supplier, Supplier, Other Suppliers, Fuel Suppliers, All Operators, VIP Operators, Comm.J. Operators, Cargo Operators, Sister Companies, Shareholders, Hotels , Agents, CAA Authorities.

• Press on the Save button to save your entry after completing the form

  

• To delete, select the entry on the list and click the Delete button

Where you can use it

Contractor Category you can use for filtering using ‘Categories’ selector for:

• Customers - the list of customers
• My Customers - the list of my customers
• Office Customers - the list of office customers
• All Suppliers - the list of all suppliers
• Suppliers - the list of all suppliers
• Other Suppliers - the list of other suppliers
• Fuel Suppliers - the list of all fuel suppliers
• All Operators - the list of all operators
• Comm.J. Operators - the list of all operators
• Cargo Operators - the list of comm.J. operators
• Vip Operators - the list of vip operators
• Sister Companies - the list of sister companies
• Shareholders - the list of shareholders
• Hotels - the list of hotels
• Agents- the list of agents
• CAA Authorities -  the list of CAA authorities

Permissions

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