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Next Generation - Access the action panel from a supplier

You can access different areas of the system directly from a supplier record.
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To open the Action Panel:

  1. Click Creditors then click Suppliers.
    ​Note: All suppliers are displayed for you. You can narrow down you search using advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.

  2. Select the checkbox for the record you wish to work with.
    ​Note: The Action Panel automatically opens from the right-hand side of the screen which gives you access to multiple tabs.

The tabs on the action panel are:

Tabs

Description

Action

  • Only available when you select a single record. The cards at the top section of the tab represent transactions with this icon while the bottom part represents enquiries with this icon .

  • You're able to access the cards which are security profile permission driven on the Actions tab.

Task

Documents

Notes

  • You can add notes that are relevant to the supplier. For more information on the Notes tab, follow our article on creating and editing notes.

Forms - Workflow forms

  • You can only see this tab if your database is integrated with Workflow forms. On the Forms tab you're able to access the extra forms that've been set up for you.

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