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<< Click to Display Table of Contents >> Navigation: Activity and ToDo Managers > Creating Vendor Activity |
To create vendor activity:
From the Vendor Manager
| 1. | Open the Vendor Manager by selecting Vendor Manager from the Inventory | Vendor menu item. |
| 2. | Find and select the vendor you want to add activity to. |
| 3. | Press the Activity tab for the vendor. |
| 4. | Press the Add Activity button. |
| 5. | Fill in the Description of the Activity, Contact (who you spoke with), select the Clerk responsible for the activity and any Notes about the activity. The required fields are in red and only the description needs to be filled in. |
| 6. | You can also set the Status of the Activity to Open or Complete. By default RetailEdge will set the Status to Open. |
| 7. | You can also set the Activity Date to allow you to back date your contacts or set the date forward to remind you perform some future action. |
| 8. | When you are finished press the Save button. |
From the ToDo Activity Manager
| 1. | Select ToDo Activity Manager from the Tools menu or Activity History from the Inventory | Vendor menu item. |
| 2. | Select Vendor Activity from the drop down box at the top of the Manager |
| 3. | Press the Add button on the right hand side of the Manager |
| 4. | Search for the vendor that you want to add activity to. |
| 5. | Fill in the Description of the Activity, Contact (who you spoke with), select the Clerk responsible for the activity and any Notes about the activity. The required fields are in red and only the description needs to be filled in. |
| 6. | You can also set the Status of the Activity to Open or Complete. By default RetailEdge will set the Status to Open. |
| 7. | You can also set the Activity Date to allow you to back date your contacts or set the date forward to remind you perform some future action. |
| 8. | When you are finished press the Save button. |