Contractor Types

Accessing Contractor Types

Navigate to the Settings section and under the System Setup Section click the “System Settings” Button. Then under the Contractors/CRM  Section click the “Contractor Types" button.

Overview

The Contractor Types module allows users to create and manage contractor types. It also enables marking contractor types as For Supplier, which impacts their availability in different selectors.

Main Functionalities

1. Data Table Columns

• Type: Name of the contractor type.

• For Supplier: Indicates whether the contractor type is marked for suppliers.

How to Create a Contractor Type

1. Open the Contractor Types list.

2. Click the "+" button to open a blank form.

3. Enter the Contractor Type Name.

4. (Optional) Tick the "For Supplier" checkbox if this type should be available for suppliers.

5. Click Save to confirm the entry.

How to Delete a Contractor Type

1. Select the Contractor Type from the list.

2. Click the Delete button.

Where You Can Use Contractor Types

You can use Contractor Types to filter data using the "Types" selector for:

• Customers (list of customers)

• My Customers (personal customer list)

• Office Customers (office-wide customer list)

• All Suppliers (complete supplier list)

• Suppliers (filtered supplier list)

• Other Suppliers

• Fuel Suppliers

• All Operators

• Comm.J. Operators

• Cargo Operators

• VIP Operators

• Sister Companies

• Shareholders

• Hotels

• Agents

• CAA Authorities

By marking a contractor type as For Supplier, it will appear in the "Segment" selector when creating or filtering contractor data.