Zdoo ManualBook Info
1 About Zdoo
1.1  About Zdoo
1.2  Zdoo Features
1.3  Technical Support
1.4  Zdoo License
2 Install and Upgrade
2.1  ZDOO Installation (for all systems)
2.2  One-click Installation Package for Windows (Recommended)
2.3  One-click Installation Package for Linux
2.4  Upgrade Zdoo
2.5  Zdoo Cloud
2.6  Remove ranzhi from the address
2.7  Data Backup
2.8  Install Ioncube
2.9  Install php-zip
3 CRM
3.1  Basic Workflow
3.2  Add Product
3.3  Add Customer
3.4  Create Order
3.5  Sign Contract
3.6  Manage Contacts
3.7  Manage Lists
3.8  Manage Supplier
3.9  CRM Settings
3.10  CRM Reports
4 OA
4.1  Todo
4.2  Review
4.3  Announcement
4.4  Attendance
4.5  Leave
4.6  Makeup
4.7  Overtime
4.8  Business Trip
4.9  Reimbursement
4.10  Lieu
4.11  Egress
4.12  Holiday
4.13  Settings
5 Cashflow(Cash)
5.1  Introduction
5.2  Basic Settings
5.3  Add Bank Account
5.4  Manage Account
5.5  Keep Account
5.6  Batch keep accounts and import
5.7  Reconciliation
5.8  Report
6 Project (Proj)
6.1  Project Workflow
6.2  Create Project
6.3  Create Task
6.4  Actions in a project
6.5  Action Views
6.6  Actions in a task
7 Document(Doc)
7.1  Introduction
7.2  Create Document Library
7.3  Create Document
8 TEAM
8.1  Introduction
8.2  Settings
8.3  Modules
9 Flow
9.1  Introduction
9.2  Feature
9.3  Example
10 Administration
10.1  Settings
10.2  User
10.3  Privileges
10.4  Apps
10.5  Email settings
11 Integration
11.1  Introduction
11.2  Integrate ZenTao
12 Customization
12.1  Get Ready
12.2  Zdoo Directory
12.3  Find the Code
12.4  Database Structure

Manage Supplier

2019-08-12 11:10:28
Renee
342
Last edited by Renee on 2019-08-12 13:38:58

Supplier feature is to record the information of all suppliers of the company and contact history.


1. Add Supplier

Before you add a supplier, you should add categories of suppliers, so you can check and manage suppliers in a more convenient way.

Click the Create Provider button and a form will display for you to enter the provider information.


2. Supplier contact history

Click Record at in the Action column and you can add the history of contacting the provider.


You can choose the contact person and add the content of your contact, including files.


If you want to edit the privileges of providers, you have to change the privileges as shown in the screenshot below. Make sure that both privileges are managed so to make it work.



Write a Comment
Comment will be posted after it is reviewed.