Vendor Tab

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Ic description black 24dp.png Newton User Guide: Newton Interface Overview
Ic info black 24dp.png Required Software Version: Spring 2017
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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.

Contents

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