Contractor Types

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

Overview

Allows to create and edit types for contractors.

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

List description:

Type - type name
For supplier - shows which type selected as ‘For Supplier’

Manuals

Completing the Name field to create a Contractor Type, if you opened the list 'Contractor Types' at the first time.

Or press on the ‘+’ button, if you started switching between records. Then the form to create Contractor Type 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 the entry, select the required item and click the Delete button

Where you can use it:

Contractor Type you can use for filtering using ‘Types’ 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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