Trader Card Browse

Trader opens on the Browse tab so you can search for the trader you want to edit, create a transaction for, or report on. You can also:

• Assign reps to multiple traders

Searching for Traders

Example

When searching, the complete information doesn't need to be typed:

• Searching for a Code of BEL will return all trader that start will BEL, e.g. BELLIV, BELLIV001, BELMAN.
• The % wildcard can be used to represent several unknown characters, e.g. searching for a Code of %EL will return BELLIV, REBEL, EURODEL and many more where EL appears in the code.

 

1. On the Set-up menu, click Traders (or press F9).
2. Complete one or more of the following fields.
   • Code – up to 30 character code to uniquely identify the trader. We recommend using up to 20 characters.
   • Name – trader's full name
   • Ref – Customer reference
   • Tel – trader's telephone number.
   • Fax – trader's facsimile number.
   • Area – the delivery area for the trader
   • Rep – Rep allocated to the trader.
   • Email – a trader's contact has that email address.
   • Postcode – type the postcode (up to 12 characters)
   • Address – address lines for the trader.
   • Rep names – as an alternative to Rep code, type the name of the rep.
   • Include branches – return main traders and branches
   • Queried – include traders with a status of Query.
   • On stop – include traders with a status of On stop.
   • Normal – include traders with a status of Normal.
   • Business types – All business types or traders with a specific business type.
   • Serial no. – traders with a machine with that serial number.
   • Trader types – select or clear trader types to return.
3. Click Search, or press Enter.

 

See Also