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FTrack database contains a Manufacturer list used to identify the sources of products provided by your organization. Your Manufacturer list is only used when setting up your products list and when managing purchase orders.
There are two ways that an Administrator can add Manufacturers from the main menu:
| • | From the main menu: File>New>Manufacturer |
| • | From the main menu: File>Open>Manufacturer. FTrack will open the Manufacturer management form The use the push button {New} |
The Manufacturer "Code" is the only required field.
There are two ways to View and Edit existing Manufacturers:
| • | From the main menu: File>Open>Manufacturer. FTarck will open the Manufacturers list so the user can filter records using the standard procedures or edit any record doing double click on it |
| • | From the Left tree view option panel: Doing double click on any of the following icons: Manufacturers ( |
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| • | To Delete existing Manufacturers, edit the one you want to remove and use top menu option: File>Delete. If the Manufacturer has active relationships of any kind with other system objects (e.g.: Manufacturer has active products, etc…) FTrack will not let the user remove it. |
The following picture shows an example of manufacturer management Form:
The information managed on this form is the following:
| o | Code: Code for the manufacturer generated by FTrack. |
| o | Active: If checked, this manufacturer will be used from other objects, i.e: Select manufacturer from the part form. |
| o | Manufacturer: Name of the manufacturer to be used in listings. |
| o | Alias: Other naming for the manufacturer. |
| o | Web: URL of the web of the manufacturer |
| o | Branch of: Primary manufacturer (if needed) |
| o | Priority: Priority given to the manufacturer based on internal criteria. |
| o | Mail: eMail address of the manufacturer. |
| o | Gobernment Id Number: Local identification code for the manufacturer |
| o | Sales Manager: Associated Sales Manager if treated as a customer |
| o | Service Manager: Associated Service Manager if treated as a customer. |
| o | DUNS: DUNS code for the manufacturer. |
| o | Relation: This is the kind of relation between the manufacturer and us. To define the different options for relations, see Lookup Tables. |
| o | Industry: This is the kind of industry where the manufacturers belong to. To define the different options for Industries, see Lookup Tables. |
| o | Employees: The number of employees working for the manufacturers. |
| o | Territory: It's the area where the manufacturer is located. To define the different territories, see Lookup Tables. |
| o | Manufacturer: Checked if considered as a manufacturer. |
| o | Competitor: Checked if considered as a competitor. |
| o | Manufacturer: Checked if considered as a manufacturer. |
| o | Partner: Checked if considered as a partner of any kind. |
| o | Invoice To: Organization to send invoices if it I the case. |
| o | Payment Term: Payment term for the manufacturer as defined in look up tables. |
| o | Payment Type: Payment type for the manufacturer as defined in look up tables. |
| o | Shipping Type: Shipping type for the manufacturer as defined in look up tables |
| o | Shipping Company: Shipping company used to transport merchandizes. |
| o | Credit Limit: Credit limit for the manufacturer when treated as a customer. |
| o | Primary Bank Account: Primary bank account for the manufacturer. |
| o | Business Address: Address of the matrix. |
| o | Billing Address: Address to send invoices. |
| o | Shipping Address: Address to ship purchased products. |
| o | ISDN: ISDN identification |
| o | Primary phone: Phone that will be used by the rest of FTrack objects. |
| • | Departments: Structure of groups or departments of the manufacturer |
| • | Contacts: List of persons that works for the manufacturer or are employees. |
| • | Sales Opportunities: List of Sales Opportunities generated for the organization. By doing double click on any of them, FTrack will open the related sales opportunity details form. See Sales Opportunities Management for more information. |
| • | Quotations: List of quotations generated for the organization By doing double click on any of them, FTrack will open the related quotation details form. See Sales Quotation Management for more information. |
| • | Sales Orders: List of sales orders generated for the organization. By doing double click on any of them, FTrack will open the related sales order details form. See Sales Sales Order Management for more information. |
| • | Invoices: List od invoices generated for the organization. By doing double click on any of them, FTrack will open the related Invoice details form. See Sales Invoices Management for more information. |
| • | Trouble Tickets: List of trouble ticket generated for the organization. By doing double click on any of them, FTrack will open the related Trouble Ticket details form. See Trouble Ticket Management for more information. |
| • | Documents: List of documents associated to the organization. By doing double click on any of them, FTrack will open the related document details form. See Document Management for more information. |
| • | Mails: List of all the mails sent to the organization using FTrack. By doing double click on any of them, FTrack will open the related sales opportunity details form. See Mailing Management for more information. |
| • | Phone Calls: List of phone calls logged for the Organization. By doing double click on any of them, FTrack will open the related Phone call details form. See Phone Call Management for more information. |
From the manufacturers form the following actions can be performed:
| • | Add Contact: It will generate a new contact person for the supplier. |
| • | Supplied Products: Opens the products management form for the products supplied by the company (when treated as a supplier) |
| • | Manufactured Products: Opens the products management form for the products manufactured by the company (when treated as a manufacturer) |
| • | Addresses: Opens the Addresses Management Form for the supplier. |
| • | Bank Accounts: Opens the Bank Accounts Management Form for the supplier. |
| • | Add Sales Opportunity: This option will generate a new sales opportunity for the organization. |
| • | Create Quotation: FTrack will generate a new quotation for the organization even if there is no open sales opportunity generated. |
| • | Add Sales Order: FTrack will generate a new Sales Order for the organization even if there is no sales opportunity or quotation previously created. |
| • | Add Trouble Ticket: Generates a trouble ticket for the organization. |
| • | Add Call: Generates a Phone Call for the supplier. |
| • | Send Email: Generates a new email to send to the supplier |
| • | Add Document: Allows users to add new or existing documents to the supplier |
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