How to Filter, Edit, and Delete a Supplier in RetailEasy on-cloud?

How to Filter, Edit, and Delete a Supplier in RetailEasy on-cloud?

RetailEasy on-cloud maintains the record of Suppliers you have purchased from, along with the Items. The Filter option in the Supplier screen makes it easy to find the Supplier you are looking for. Any incorrect entry in the Supplier data can be edited. A Supplier record can even be activated and deactivated according to the requirement. Deactivated Supplier records will not be displayed on the Purchase screens.

 

How to Filter, Edit, and Delete a Supplier?

In the main tab of RetailEasy on-cloud, click on Master > Supplier



From the drop-down of the Supplier section, select Supplier. From the Supplier screen, we can filter, edit, delete a Supplier screen

 

 

How to Filter a Supplier?

Step 1: Click on the button to the left of View. Select the Filter from the drop-down

  • All - The Supplier list will contain all Suppliers

  • Active - The Supplier list will contain all Active Suppliers

  • Inactive - The Supplier list will contain all Inactive Suppliers

Step 2: Click on the Search icon for advanced filter options



Step 3: Refer to the field descriptions and set the filter criteria and click on the Search button to apply the filters

  • Id - Select the criteria as is less than, is greater than, equals from the drop-down. Enter the value in the blank field

Example: The Suppliers with Id greater than 280 will appear in the list

  • Name - Select the criteria as contains, starts with, equals from the drop-down. Enter the characters in the blank field

Example: The Suppliers with Name containing 'V' will appear in the list

  • Status - Select the criteria as is, is not from the drop-down. Enter the Active or Inactive status in the blank field

Example: The Suppliers with the Active Status will appear in the list



Step 4: The filtered results will appear with the filter tags, which can be removed by clicking on them or Clear All



How to Edit a Supplier?

Step 1: Find the Supplier you would want to Edit using filters


Step 2: Click on the Edit icon corresponding to the right of the Supplier you would like to Edit



Step 3: The Edit Supplier screen appears, from which you can edit the fields of the General, Contact Detail and Others section


Step 4: Make the required edits and click on Update


Step 5: A message confirming the successful update of the Supplier data appears

 

How to Delete a Supplier?

Step 1: Repeat the Steps from 1 to 3 of the "How to Edit a Supplier?" section to select the Supplier you would want to Delete


Step 2: In the Edit Supplier screen, in the General section, assign the Status as Inactive (select from the drop-down)



Step 3: Click on Update


Step 4: A message confirming the successful update of the Supplier status appears


Note: The Supplier will not appear in any list, because the Supplier will be deactivated. However, you can activate the Supplier by assigning the Status as Active.

 

RetailEasy on-cloud provides optimum flexibility in editing and maintaining the Supplier records. 


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