Accessed via Address Management and selection of the Purchasing Tab.
Selection of the Purchasing Tab gives access to part of the purchasing sub-record which governs valid franchise codes for the selected customer and stores the associated address group codes to be used as default suppliers for vehicles of that franchise type.
If the purchasing record for this address group does not exist then following selection of the Tab the system prompts: Purchasing Sub-Record does not exist. Create? The Yes or No command button is selected as appropriate.
The Purchasing Dialogue Box contains a Purchasing Grid which contains the following data:
A single-left-click of the mouse within this column enables an ellipsis button (...). Selection of the ellipsis button displays a Franchises List Box that enables the appropriate franchise code (e.g. FO Ford) to be specified. Having selected the required code by highlighting with the mouse, the OK command button is used to confirm this selection and return to the Purchasing Tab. The scroll bar to the right of the form may be used to locate franchise codes which cannot be immediately displayed within the first eighteen codes on the initial page.
Only franchise codes that are required to be used with a default supplier should be entered. If the franchise code for this customer does not appear within this grid the Purchasing procedure does not adopt a default.
The full franchise description (e.g. Ford ) associated with the selected franchise code. This column is populated automatically following selection of the Franchise .
The address group code for the supplier that normally supplies vehicles for this customer. Remember that it is only a default and it may be overridden once it is selected. The customer may have an established trading relationship with one of their local dealers, therefore whenever they require a vehicle for the relevant franchise the purchasing module recognises that this default is to be used where possible.
A single-left-click of the mouse within this column enables an ellipsis button (...). Selection of the ellipsis button displays a Suppliers List Box that enables the appropriate supplier (e.g. 9LOOKREN ) for the associated franchise on this row to be specified. Having selected the required code by highlighting with the mouse, the OK command button is used to confirm this selection and return to the Purchasing Tab . The scroll bar to the right of the form may be used to locate supplier codes which cannot be immediately displayed within the first eighteen codes on the initial page.
The full suppliers name (e.g. Lookers Renault ) associated with the selected supplier code. This column is populated automatically following selection of the Supplier .