Companies Management Module

1. The Companies Management Page initially loads with companies sorted by the most recent updates. You can click the arrow icons (up or down) next to the column titles to sort the list by Name, Customer Code, Vendor Code, or Performance.

2. Users can click on View/Edit to view or edit a company.

3. Adding New Capabilities to a Company

• Click [+New Capability]
  Click the [+New Capability] button to begin adding a new capability to the company.
• Start Typing or Select from Suggestions
  Once the input field appears, click inside it. The system will immediately begin searching the database and display a list of suggestions based on existing capabilities.
• Filter Suggestions as You Type
  As you type, the list of suggestions will automatically filter to match your input. You can either select an existing capability from the list or continue typing to create a new one.
• Add the Capability
  Once you've typed or selected the desired capability, press Enter to add it.
• Repeat as Needed
  To add more capabilities, click [+New Capability] again, and repeat the process for each capability.
  

4. Add Performance Rating to a Company

• Select the Rating
  Click on the number of stars that corresponds to your desired rating. The number of filled stars reflects the rating you select.
• Adjust Rating as Needed
  If you want to change your rating, simply click on a different number of stars. The stars will update to reflect your new selection.
• Clear the Rating
  If you’ve selected a rating but wish to clear it, click on the same number of stars you previously selected. For example, if you rated 2 stars and want to remove the rating, click on the 2 stars again to clear it.

5. Only users who have access to the Purchase Order Management Module can view the list of orders under View Company Page. Users who don't have access to POs will see the screen like below.

6. Users can hover over PO Date to see Delivery Date

 

7. Users can hover over Project Number to see Project Title or click on it to go the project page

 

8. Users can open the PO panel to view the PO and all associated INs. The amount shown in the Total Amount column represents the total value of the PO and all related INs.

9. Users can go to Payment page via this menu