Difference between revisions of "Vendor Tab"

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     <td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|September 2015]]</td>
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     <td>[[File:Ic_description_black_24dp.png|link=Newton User Guide#Newton Interface Overview]] Newton User Guide: [[Newton User Guide#Newton Interface Overview|Newton Interface Overview]]</td>
 
</tr>
 
</tr>
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<tr>
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    <td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|Spring 2017]]</td>
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</tr>
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<tr>
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    <td>[[File: Ic_settings_backup_restore_black_24dp.png]]  Legacy Instructions Available: [http://wiki.agencysystems.com/mediawiki/index.php?title=Vendor_Tab&oldid=3506 Click Here]</td>
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     <td>Related Pages</td>
 
     <td>Related Pages</td>
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<td>
 
<td>
 
<ul>
 
<ul>
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<li>[[Main Menu and Tab Navigation]]</li>
 
<li>[[Management Tab]]</li>
 
<li>[[Management Tab]]</li>
 
<li>[[Vendor Profile]]</li>
 
<li>[[Vendor Profile]]</li>
 +
<li>[[Vendor Tab: Vendor Accounting]]</li>
 
<li>[[Voucher Transaction]]</li>
 
<li>[[Voucher Transaction]]</li>
<li>[[Training 1: Newton Interface Overview]]</li>
 
<li>[[Training 6: Accounting]]</li>
 
 
</ul>
 
</ul>
 
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The [[Dashboard Tab (User)]], [[Client Tab]], [[Company Tab]], Vendor Tab, [[Management Tab]], and [[Policy Express]] are the primary dashboards within Agency Systems.
 
  
The vendor tab has a [[#Vendor Tab: Dashboard|Dashboard tab]], similar to the [[Company Tab]], and an [[#Vendor Tab: Accounting|Accounting tab]] which lists [[Voucher Transaction|Vouchers]], and vendor checks.  
+
This page provides an overview of the Vendor Tab that displays by selecting '''Vendor''' -> '''Add Vendor Tab''' from the [[Main Menu and Tab Navigation|Main Menu]].
 +
 
 +
The vendor tab has a secured [[#Vendor Tab: Vendor Accounting|Vendor Accounting tab]] which lists [[Voucher Transaction|Vouchers]], and vendor checks.
 +
 
 +
The [[Main Menu and Tab Navigation|Main Menu]], [[User Dashboard Tab]], [[Client Tab]], [[Policy Dashboard]], [[Policy & Billing]], [[Company Tab]], Vendor Tab, and [[Management Tab]] are the primary interfaces and dashboards within Newton.
 +
 
 +
== Find a Vendor ==
 +
A Vendor Tab is created by selecting '''Vendor''' -> '''Add Vendor Tab''' from the [[Main Menu and Tab Navigation|Main Menu]].
 +
 
 +
'''Multiple vendor tabs can be opened at the same time''', similar to tabs in a browser.  When an operator is finished with a vendor,
 +
the current tab can be switched to a new vendor profile, or the vendor tab can be closed entirely.
 +
 
 +
[[File:Vendortab-full.png]]
  
== Vendor Tab: Getting Started ==
 
A Vendor Tab is created by selecting '''Add Tab -> Vendor''' from one of the other tabs.  ''(Requires '''Security System -> Profiles -> Vendor -> View''' access.)''
 
  
'''Multiple vendor tabs can be opened at the same time''', similar to tabs in a browser. When an operator is finished with a vendor, the current tab can be switched to a new vendor profile, or the vendor tab can be closed entirely.   
+
The vendor drop list provides a quick search feature which automatically searches vendor names or codes for partial or complete matches.  
 +
Select the drop-down box, enter the [[Vendor Profile|vendor code or name]] in the drop-down field and press '''<Enter>''' or '''<TAB>''' when finished.   
  
[[File:Vendor-fulltab.png]]
+
By default, inactive vendors are not included in the drop-down list.  To load an inactive vendor, first select the "'''Include Inactive Vendors'''" check box.
  
The vendor tab contains a top toolbar of global options, a profile drop-down box to change the selected vendor, and information such as contact numbers and vendor address.
+
[[File:Vendortab-summarypanel-inactive.png]]
  
== Vendor Tab: Toolbar ==
+
== Create a Vendor ==
[[File:Vendor-toolbar.png]]
+
To enter a [[Vendor Profile|new vendor]] into Newton, you should always [[#Find a Vendor|search existing vendors first]] to avoid creating duplicates. Remember to include inactive vendors.
  
*'''Profile:''' Edit the vendor profile for the current vendor. ''(Requires '''Security System -> Profiles -> Vendor -> Edit''' access.)''
+
[[File:Ic_info_black_24dp.png]] For more information, see: [[Vendor Profile]].  
*'''Add Tab:''' Create an additional [[Client Tab|Client]], [[Company Tab|Company]], or [[#Vendor Tab: Getting Started|Vendor]] tab.
 
*'''Client:''' Perform a Client Keyword Search.  The resulting client will automatically create a new client tab. Select the drop down to create a new client.
 
*'''Policy:''' Perform a Policy Keyword Search.  The resulting client will automatically create a new client  tab.
 
*'''Insured:''' Perform a Named Insured Keyword Search.  The resulting client will automatically create a new client tab.  The Named Insured filter will be applied to the Diary, Submissions, Policies, and Attachment bands.  This button is only visible if the agency type is a GA, or if the [[Preferences|option to show the insured search is enabled]].
 
*'''Filter:''' If the [[#Vendor Tab: Dashboard|dashboard tab]] is active, the filter toolbar will display with activity search string fields.  The activity search will filter the Emails and Attachments bands on the vendor dashboard.  When the search filter is applied, the band names will include the search string.  If the [[#Vendor Tab: Accounting|Accounting tab]] is active, the filter toolbar will include a date range for the voucher and check history accounting bands.
 
*'''Clear:''' Removes any filters, and refreshes the vendor with the default values.
 
*'''Refresh:''' Refreshes the currently selected vendor tab, without removing any applied filters.
 
*'''Other:''' Provides access to the [[DYMO Printer Integration]], a map to the vendor address, or a link for the vendor website.
 
*'''Reports:''' Provides a subset of vendor-specific reports for easy access.
 
*'''Wiki:''' Opens the help documentation on the Newton Wiki for the vendor tab.
 
*'''Pop Out:''' Opens the vendor tab as a window and renames the button to "Dock". Select again to reload the vendor window as a vendor tab.
 
*'''Hide:''' Collapses the vendor summary panel from view and renames the button to "Show". Select again to expand the summary panel
 
*'''Exit:''' Closes the vendor tab.
 
  
== Vendor Tab: Summary Panel ==
+
== Vendor Tab Interface ==
The vendor summary panel is below the vendor toolbar.  The summary panel includes the vendor selection drop-down box, and vendor details.  
+
The Vendor tab contains vendor [[#Vendor Tab: Summary Panel|information such as contact numbers]], and data tabs for different data types such as diaries, emails, attachments, vouchers and more.  
  
[[File:Vendor-toolbar-summary.png]]
+
The main menu is not specific to the Vendor Tab, displayed at the top of the Newton window.
  
The vendor details include the following:
+
[[File:Newton-mainmenu.png]]
 +
 
 +
[[File:Ic_info_black_24dp.png]] See: [[Main Menu and Tab Navigation]] for more information.
 +
 
 +
=== Vendor Tab: Summary Panel ===
 +
The vendor summary panel is below the main menu.  The summary panel includes the vendor selection drop-down box, and vendor details.
 +
 
 +
[[File:Vendortab-summarypanel.png]]
 +
 
 +
;Vendor Details
 
*Vendor name and number.
 
*Vendor name and number.
 
*Vendor email address.
 
*Vendor email address.
*Vendor phone and fax numbers.
+
*Both vendor phone and fax numbers.
*Vendor Website.
 
 
*Vendor Address.
 
*Vendor Address.
  
=== Vendor Tab: Summary Panel - Select a Vendor ===
+
[[File:Vendortab-summarypanel-icons.png]]
Select the drop-down box to view a different vendor, or enter the vendor name in the drop-down field and press '''<Enter>''' or '''<TAB>''' when finishedBy default, inactive vendors are not included in the drop-down list.  To load an inactive vendor, first select the "'''Include Inactive Vendors'''" check box.
+
 
 +
;Action Icons
 +
*'''Edit''': Edit Vendor - Edits the current [[Vendor Profile]].
 +
*'''Globe''': View Website - Opens the [[Vendor Profile|vendor website]] in a browser.
 +
*'''Printer''': Dymo - Send [[Vendor Profile|vendor address]] to a [[DYMO Printer Integration|Dymo label printer]].
 +
*'''Street Sign''': View Map - Opens a map to the [[Vendor Profile|vendor address]] in a browser.
 +
*'''House''': Reload Tab - Clears any filters and sub-tabs and reloads the current vendor tab.
 +
*'''Up Arrow''': Pop Out Tab - Opens the current tab as a window.  Select again to reload the vendor window as a vendor tab.
 +
*'''Exit''': Exit Tab - Closes the current tab.
 +
 
 +
== Vendor Tab: Vendor Dashboard ==
 +
After [[#Find a Vendor|searching for and loading a vendor]], the Vendor Dashboard tab is displayed below the [[#Vendor Tab: Summary Panel|Summary Panel]].
 +
 
 +
[[File:Vendortab-dashboard.png]]
 +
 
 +
=== Vendor Dashboard Toolbar ===
 +
[[File:Vendortab-dashboard-toolbar.png]]
 +
 
 +
;Vendor Dashboard Toolbar
 +
*'''Refresh:''' Reload the data on the selected tab.  To reload the entire vendor, [[#Vendor Tab: Summary Panel|select the house icon within the summary panel]].
 +
*'''Find Text:''' Jump to text on the page. 
 +
*'''Create Item:''' Menu of vendor action items in addition to the '''Create Item''' links at the beginning of expanded data bands (+).
 +
*'''Activity Search:''' Find and the filter the email and attachment data bands for a specific word or value.
 +
 
 +
=== Notes ===
 +
Permanent notes that cannot be modified, and can be optionally configured as pop up notes. 
 +
 
 +
=== Diaries ===
 +
Select '''Create Diary''' from the vendor tab to create a diary that is only associated with the vendor, and assigned to an [[User Dashboard Tab|operator's dashboard]]. 
 +
 
 +
[[File:Ic_info_black_24dp.png]] For additional information, see: [[Diary]].
 +
 
 +
=== Memos ===
 +
Memos are word-processing documents that provide the ability to [[Memowriter: Create A Form Letter Template|create form letter templates]] that can be used to quickly merge data fields. 
 +
 
 +
[[File:Vendortab-memo-saveas.png]]
 +
 
 +
 
 +
[[File:Ic_info_black_24dp.png]] For additional information, see: [[Memowriter]].
 +
 
 +
=== Emails===
 +
Click '''Emails''' to show e-mails sent from or attached to Newton.  To attach an e-mail to a vendor, [[Email|drag and drop it from Outlook]] onto the vendor dashboard. 
 +
 
 +
[[File:Companytab-email.png]]
 +
 
 +
Only emails within the default filtered date range are initially displayed.  Select '''Click to show all Emails''' to remove the date filter.
 +
''(See [[Preferences#User Options|Setup -> Preferences -> User Options -> Default Band Date Range]] to change the value)''
 +
 
 +
[[File:Ic_info_black_24dp.png]] For additional information, see: [[Email]].
 +
 
 +
=== Attachments ===
 +
Vendor tab attachments can be created through drag+drop.
 +
 
 +
Click the (+) next to '''Attachments''' to see attachments for vendor.  Click '''Add Attachment''' to add an attachment by browsing, or simply drag and drop a file or photo onto the vendor dashboard.
 +
 
 +
[[File:Vendortab-attachments.PNG]]
 +
 
 +
Only attachments within the default filtered date range are initially displayed.  Select '''Click to show all''' to remove the date filter.
 +
''(See [[Preferences#User Options|Setup -> Preferences -> User Options -> Default Band Date Range]] to change the value)''
 +
 
 +
[[File:Ic_info_black_24dp.png]] For additional information, see: [[Attachments]].
 +
 
 +
==== Secure Attachments ====
 +
All [[Producer Profile|operators]] with access to the Vendor tab can view vendor attachments.  
  
[[File:vendor-toolbar-summary-includeinactive.png]]
+
Vendor tab attachments can be '''converted to secure attachments''' using a right-click menu.  After the conversion, the attachment will be removed from the vendor tab, and only available from the [[Management Tab]].
  
== Vendor Tab: Dashboard ==
+
[[File:Vendortab-attachments-convert.PNG]]
The dashboard tab includes the following bands:
 
*'''Notes:''' Permanent notes that cannot be modified, and can be optionally configured as pop up notes.  The notes band mirrors the [[Company Tab]].
 
*'''Diaries:''' Diaries created from the vendor tab are not associated with a client by default.  The diaries band mirrors the [[Company Tab]].
 
*'''Memos:''' The memos band mirrors the [[Company Tab]].
 
*'''Emails:''' The emails band mirrors the [[Company Tab]].
 
*'''Attachments:''' Any user with access to the vendor profile can view the vendor attachments.  To create a secure attachment, right-click to convert an existing attachment as secure, or attach the item directly to the [[Management Tab]]. The attachments band mirrors the [[Company Tab]].
 
  
== Vendor Tab: Accounting ==
+
[[File:Ic_info_black_24dp.png]] For additional information, see: [[Management Tab]].
The accounting tab includes a [[Voucher Transaction|voucher band]] and a check history band.  When expanded, the bands display the existing [[Voucher Transaction|vouchers]] and check transactions previously created for the selected vendor.  
 
  
:[[File:Vendor-accounting.png]]
+
== Vendor Tab: Vendor Accounting ==
 +
After [[#Find a Vendor|searching for and loading a vendor]], select the '''Vendor Accounting''' tab displayed below the [[Vendor Tab#Vendor Tab: Summary Panel|Summary Panel]].
  
Access to the accounting tab is controlled by a number of security settings.  If the current operator does not have access to voucher or checks, the account tab will not be visible.
+
[[File:Vendor-accounting-toolbar.png]]
:Vendor Tab - Vouchers Band: Expanding the voucher list requires '''Security System -> AP -> Voucher Transaction -> View''' access.
 
:Vendor Tab - Check History Band: Expanding the check history band requires:
 
:*'''Security System -> AP -> Voucher Transaction -> View''' access.
 
:*'''Security System -> AP -> Check Transaction -> View''' access.
 
:*'''Security System -> AP -> Check Register -> View''' Access.
 
  
To view the full details of a voucher or a check, '''left-click''' on the transaction number.  Select '''Create Voucher''' to create a new [[Voucher Transaction|voucher]].
 
  
By default, each band includes all items one year in prior to, and in the future from the current date.  To modify the date range, select '''Filter''' in the vendor toolbar, and enter the new date range.  Select the green check box to apply the filter.  
+
The secure vendor accounting tab displays [[Voucher Transaction|vouchers]] and check transactions previously created for the selected vendor.
  
:[[File:Vendor-accounting-filter.png]]
+
Access to the vendor accounting tab is controlled by a number of security settings.  If the [[Producer Profile|current operator]] does not have access to either vouchers or checks, the vendor accounting tab '''will not be visible'''.  
  
To view a summarized list of checks and vouchers for all vendors, see the [[Management Tab]].
+
[[File:Ic_info_black_24dp.png]] For more information, see: [[Vendor Tab: Vendor Accounting]]

Latest revision as of 21:52, 24 May 2018

Ic description black 24dp.png Newton User Guide: Newton Interface Overview
Ic info black 24dp.png Required Software Version: Spring 2017
Ic settings backup restore black 24dp.png Legacy Instructions Available: Click Here
Related Pages
Related Categories

This page provides an overview of the Vendor Tab that displays by selecting Vendor -> Add Vendor Tab from the Main Menu.

The vendor tab has a secured Vendor Accounting tab which lists Vouchers, and vendor checks.

The Main Menu, User Dashboard Tab, Client Tab, Policy Dashboard, Policy & Billing, Company Tab, Vendor Tab, and Management Tab are the primary interfaces and dashboards within Newton.

Find a Vendor

A Vendor Tab is created by selecting Vendor -> Add Vendor Tab from the Main Menu.

Multiple vendor tabs can be opened at the same time, similar to tabs in a browser. When an operator is finished with a vendor, the current tab can be switched to a new vendor profile, or the vendor tab can be closed entirely.

Vendortab-full.png


The vendor drop list provides a quick search feature which automatically searches vendor names or codes for partial or complete matches. Select the drop-down box, enter the vendor code or name in the drop-down field and press <Enter> or <TAB> when finished.

By default, inactive vendors are not included in the drop-down list. To load an inactive vendor, first select the "Include Inactive Vendors" check box.

Vendortab-summarypanel-inactive.png

Create a Vendor

To enter a new vendor into Newton, you should always search existing vendors first to avoid creating duplicates. Remember to include inactive vendors.

Ic info black 24dp.png For more information, see: Vendor Profile.

Vendor Tab Interface

The Vendor tab contains vendor information such as contact numbers, and data tabs for different data types such as diaries, emails, attachments, vouchers and more.

The main menu is not specific to the Vendor Tab, displayed at the top of the Newton window.

Newton-mainmenu.png

Ic info black 24dp.png See: Main Menu and Tab Navigation for more information.

Vendor Tab: Summary Panel

The vendor summary panel is below the main menu. The summary panel includes the vendor selection drop-down box, and vendor details.

Vendortab-summarypanel.png

Vendor Details
  • Vendor name and number.
  • Vendor email address.
  • Both vendor phone and fax numbers.
  • Vendor Address.

Vendortab-summarypanel-icons.png

Action Icons
  • Edit: Edit Vendor - Edits the current Vendor Profile.
  • Globe: View Website - Opens the vendor website in a browser.
  • Printer: Dymo - Send vendor address to a Dymo label printer.
  • Street Sign: View Map - Opens a map to the vendor address in a browser.
  • House: Reload Tab - Clears any filters and sub-tabs and reloads the current vendor tab.
  • Up Arrow: Pop Out Tab - Opens the current tab as a window. Select again to reload the vendor window as a vendor tab.
  • Exit: Exit Tab - Closes the current tab.

Vendor Tab: Vendor Dashboard

After searching for and loading a vendor, the Vendor Dashboard tab is displayed below the Summary Panel.

Vendortab-dashboard.png

Vendor Dashboard Toolbar

Vendortab-dashboard-toolbar.png

Vendor Dashboard Toolbar
  • Refresh: Reload the data on the selected tab. To reload the entire vendor, select the house icon within the summary panel.
  • Find Text: Jump to text on the page.
  • Create Item: Menu of vendor action items in addition to the Create Item links at the beginning of expanded data bands (+).
  • Activity Search: Find and the filter the email and attachment data bands for a specific word or value.

Notes

Permanent notes that cannot be modified, and can be optionally configured as pop up notes.

Diaries

Select Create Diary from the vendor tab to create a diary that is only associated with the vendor, and assigned to an operator's dashboard.

Ic info black 24dp.png For additional information, see: Diary.

Memos

Memos are word-processing documents that provide the ability to create form letter templates that can be used to quickly merge data fields.

Vendortab-memo-saveas.png


Ic info black 24dp.png For additional information, see: Memowriter.

Emails

Click Emails to show e-mails sent from or attached to Newton. To attach an e-mail to a vendor, drag and drop it from Outlook onto the vendor dashboard.

Companytab-email.png

Only emails within the default filtered date range are initially displayed. Select Click to show all Emails to remove the date filter. (See Setup -> Preferences -> User Options -> Default Band Date Range to change the value)

Ic info black 24dp.png For additional information, see: Email.

Attachments

Vendor tab attachments can be created through drag+drop.

Click the (+) next to Attachments to see attachments for vendor. Click Add Attachment to add an attachment by browsing, or simply drag and drop a file or photo onto the vendor dashboard.

Vendortab-attachments.PNG

Only attachments within the default filtered date range are initially displayed. Select Click to show all to remove the date filter. (See Setup -> Preferences -> User Options -> Default Band Date Range to change the value)

Ic info black 24dp.png For additional information, see: Attachments.

Secure Attachments

All operators with access to the Vendor tab can view vendor attachments.

Vendor tab attachments can be converted to secure attachments using a right-click menu. After the conversion, the attachment will be removed from the vendor tab, and only available from the Management Tab.

Vendortab-attachments-convert.PNG

Ic info black 24dp.png For additional information, see: Management Tab.

Vendor Tab: Vendor Accounting

After searching for and loading a vendor, select the Vendor Accounting tab displayed below the Summary Panel.

Vendor-accounting-toolbar.png


The secure vendor accounting tab displays vouchers and check transactions previously created for the selected vendor.

Access to the vendor accounting tab is controlled by a number of security settings. If the current operator does not have access to either vouchers or checks, the vendor accounting tab will not be visible.

Ic info black 24dp.png For more information, see: Vendor Tab: Vendor Accounting