Production Groups Manufacturers

The manufacturer record for the Production Group allows the user to add manufacturers and, later, to link them to the Production Group. After this link is made, the user can search or view Production Groups by manufacturer, in the Production Group record. For more information on how to link it, refer to "Linking Manufacturers to the Production Groups.” 

 

Information on the Production Groups Manufacturers Record Window

Go to Sales > Records > iQuote > Engineering > Production Groups Manufacturers

Tip: For more information on the buttons in this toolbar refer to “Standard toolbar” in Basic Navigation.

Tip: For more information on adding or editing search features refer to "Searching” in Basic Navigation.

Tip: For more information on how to add other information in columns, refer to "Views" in Basic Navigation.

 

Add Production Groups Manufacturers

The user is required to have enabled the following access options, for adding manufacturers:

EPS > SALES > RECORDS > IQUOTE > ENGINEERING > PRODUCTION GROUPS MANUFACTURERS RECORD

 

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Groups Manufacturers or enter "Production Groups Manufacturers" in the Quick Search field

Click Add. The following screen will open:

When finished, click Save.

Note: The manufacturer can also be added through the Production Group record. For more information, refer to "Using the Fast Link".

 

Edit Production Groups Manufacturers

The user is required to have enabled the following access options, for editing manufacturers:

EPS > SALES > RECORDS > IQUOTE > ENGINEERING > PRODUCTION GROUPS MANUFACTURERS RECORD

 

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Groups Manufacturers or enter "Production Groups Manufacturers" in the Quick Search field

Click the appropriate manufacturer to select it.

Click Edit.

Edit as needed. For more information on the buttons and fields on this screen, refer to “Add Production Groups Manufacturers.”

When finished, click Save.

 

Delete Production Groups Manufacturers

The user is required to have enabled the following access options to be able to delete manufacturers:

EPS > SALES > RECORDS > IQUOTE > ENGINEERING > PRODUCTION GROUPS MANUFACTURERS RECORD

 

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Groups Manufacturers or enter "Production Groups Manufacturers" in the Quick Search field.

Click the appropriate manufacturer to select it.

Click Delete.

Click Yes to confirm the action.

Note: If the selected manufacturer is being used, the system displays a message that it can not be deleted.

 

Linking a Manufacturer to a Production Group

After recording the manufacturer it is necessary to link it to a Production Group.

The user is required to have enabled the following access options to be able to acess a manufacturer:

EPS > SALES > RECORDS > IQUOTE > ENGINEERING > PRODUCTION GROUP > PRODUCTION GROUP ADVANCED SETTINGS

 

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click to select the appropriate Production Group to select it.

Click Advanced Settings.

In Others, click the drop-down menu to select the manufacturer.

Click Save and Close.