How to use the supplier picker

How to use the “Supplier” picker? 

When adding one or more suppliers to an order, the supplier picker will be involved. This picker works in a slightly different way than other “pickers” and deserves a separate chapter.

[Show \ Hide Company Groups]

Click the [Show \ Hide Company Groups] toggle to show the “Company Structure” tree. Selecting one of the groups will filter the supplier list to only show addresses within the selected group. 

The Supplier picker with the Company group tree showing 

Supplier Context filters

If any of the items added to the current order has a registered “Main supplier” for the vessel, the picker will open with the “Main Supplier” filter activated, listing all the main suppliers for the items in the order.

If none of the items in the order have a main supplier, but they do have registered “additional suppliers”, the picker will open with the “Additional suppliers” filter activated, listing all the additional suppliers for the items in the order. It is of course possible to select this filter option if the picker opens with the “Main supplier” activated.

If none of the items have either a main supplier or an additional supplier, the picker will open with the “All supplier” filter active, listing all suppliers in the system. This option can of course also be manually selected.

How to include suppliers in the grid efficiently? 

To select a single supplier is done in the normal way, by selecting the row, and then click [OK] To select multiple suppliers tick the check box in the first column to include them in the selection.

To make the process of selecting multiple suppliers can be done without using the mouse. Here is how:

1. Click the [Add Supplier] button in the “included supplier” grid in the order head.
2. Start typing the name of one of the suppliers to include. The selector will move to the closest match of what is typed. It is also possible to use arrow buttons to move up and down in the list.
3. Once the wanted supplier is “selected” hit enter. This will tick the check box for the supplier, then start typing the next supplier’s name, and hit enter again once the correct supplier is “selected”.
4. When all suppliers have been “included” click [OK] to add them to the order