EN fuel supplier: Unterschied zwischen den Versionen
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{{Vorlage:TOCright}} | {{Vorlage:TOCright}} | ||
==Preamble== | ==Preamble== | ||
| − | + | With this extender function fuel suppliers can be administrated and managed in Autopoll. After assigning deliveries to the existing and corresponding suppliers, the deliveries can be evaluated grouped by suppliers. Additionally suppliers can be assigned to tanks so that in case of a shortfall in the corresponding tank the supplier could get automatically an order-, delivery- or only an enquiry-email. | |
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[[Datei:en_supplier_3.png|540px|top|left]] | [[Datei:en_supplier_3.png|540px|top|left]] | ||
| − | '''Number:''' | + | '''Number:''' unique supplier number |
| − | '''Salutation:''' | + | '''Salutation:''' Mrs, Mr, company or empty |
| − | '''Company name:''' | + | '''Company name:''' company name of the supplier |
| − | '''Address:''' | + | '''Address:''' address of the supplier |
| − | '''Phone:''' | + | '''Phone:''' phone nunber of the supplier |
| − | '''Fax:''' | + | '''Fax:''' fax nunber of the supplier |
| − | '''Mobile:''' | + | '''Mobile:''' mobile nunber of the supplier |
| − | '''email:''' | + | '''email:''' email address of the supplier |
| − | '''VAT ID:''' | + | '''VAT ID:''' VAT identification nunber of the supplier |
| − | '''Bank information:''' | + | '''Bank information:''' bank information of the supplier |
| − | + | All entered data can be used in Autopoll for and in individual reports, evaluations and exports. The same is valid for the data entered under "Miscellaneous". | |
{{clr}} | {{clr}} | ||
====Tank==== | ====Tank==== | ||
| − | wrong translation in the software | + | "customers statistic" = continously wrong translation in the software, should be "tank" |
[[Datei:en_supplier_4.png|480px|top|left]] | [[Datei:en_supplier_4.png|480px|top|left]] | ||
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| − | + | List of the assigned tanks | |
{{clr}} | {{clr}} | ||
=====Tank assignment to a supplier===== | =====Tank assignment to a supplier===== | ||
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| − | ''' | + | '''Fuel supplier:''' display of the affected supplier |
| − | '''Tank:''' | + | '''Tank:''' selection of an existing tank |
{{clr}} | {{clr}} | ||
====Miscellaneous==== | ====Miscellaneous==== | ||
| − | [[Datei: | + | [[Datei:en_supplier_11.png|480px|top|left]] |
| − | + | These fields can be used for additional information and data which can be reported or exported in individual reports and/or exports, e.x. account number of the supplier. The field name can be changed indivdually by double clicking the field name. | |
{{clr}} | {{clr}} | ||
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[[Datei:en_supplier_6.png|480px|top|left]] | [[Datei:en_supplier_6.png|480px|top|left]] | ||
| − | + | While entering a delivery under Data-Stock movement, a supplier can be assigned by selecting the affected existing supplier in the field "Fuel supplier". With the assignemnt of a delivery to a supplier, the deliveries could be evaluated. | |
{{clr}} | {{clr}} | ||
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===Menu call up=== | ===Menu call up=== | ||
| − | + | The booked deliveries can be evaluated over Reports-Inventor-Lieferungen. | |
[[Datei:en_supplier_7.png|480px|top|left]] | [[Datei:en_supplier_7.png|480px|top|left]] | ||
{{clr}} | {{clr}} | ||
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[[Datei:en_supplier_8.png|480px|top|left]] | [[Datei:en_supplier_8.png|480px|top|left]] | ||
| − | + | Selection of periode, tanks, products and suppliers which shall be evaluated. If nothing is selected all deliveries will be evaluated. | |
{{clr}} | {{clr}} | ||
[[Datei:en_supplier_9.png|480px|top|left]] | [[Datei:en_supplier_9.png|480px|top|left]] | ||
| − | + | Configuration of the display of the delivery report. | |
{{clr}} | {{clr}} | ||
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==Mail to the supplier in case of a stock shortfall== | ==Mail to the supplier in case of a stock shortfall== | ||
| − | Details | + | Details under [[EN_email_shortfall_tank|mail in case of a shortfall in a tank]] |
{{clr}} | {{clr}} | ||
[[Kategorie:EN_Light]][[Kategorie:EN_E1421]][[Kategorie:EN_Stammdaten]] | [[Kategorie:EN_Light]][[Kategorie:EN_E1421]][[Kategorie:EN_Stammdaten]] | ||
Aktuelle Version vom 12. November 2020, 11:36 Uhr
Preamble
With this extender function fuel suppliers can be administrated and managed in Autopoll. After assigning deliveries to the existing and corresponding suppliers, the deliveries can be evaluated grouped by suppliers. Additionally suppliers can be assigned to tanks so that in case of a shortfall in the corresponding tank the supplier could get automatically an order-, delivery- or only an enquiry-email.
Requirements
- at least Autopoll LIGHT
- Autopoll extension with costs E1421 Modul B1: extended stock management
Supplier
Menu call up
The supplier administration is being opened over Data-Fuel Supplier.
Supplier list
The meaning of each icon 
is being explained under general handling.
Management of suppliers
Master data
Number: unique supplier number
Salutation: Mrs, Mr, company or empty
Company name: company name of the supplier
Address: address of the supplier
Phone: phone nunber of the supplier
Fax: fax nunber of the supplier
Mobile: mobile nunber of the supplier
email: email address of the supplier
VAT ID: VAT identification nunber of the supplier
Bank information: bank information of the supplier
All entered data can be used in Autopoll for and in individual reports, evaluations and exports. The same is valid for the data entered under "Miscellaneous".
Tank
"customers statistic" = continously wrong translation in the software, should be "tank"
List of the assigned tanks
Tank assignment to a supplier
Fuel supplier: display of the affected supplier
Tank: selection of an existing tank
Miscellaneous
These fields can be used for additional information and data which can be reported or exported in individual reports and/or exports, e.x. account number of the supplier. The field name can be changed indivdually by double clicking the field name.
Stock movement/delivery
While entering a delivery under Data-Stock movement, a supplier can be assigned by selecting the affected existing supplier in the field "Fuel supplier". With the assignemnt of a delivery to a supplier, the deliveries could be evaluated.
Report deliveries
Menu call up
The booked deliveries can be evaluated over Reports-Inventor-Lieferungen.
Settings
Selection of periode, tanks, products and suppliers which shall be evaluated. If nothing is selected all deliveries will be evaluated.
Configuration of the display of the delivery report.
Result
Mail to the supplier in case of a stock shortfall
Details under mail in case of a shortfall in a tank