4. Find, sort and open a supplier

Access needed: Supplier DB → IsView.

Find a supplier

• Look at the small box under a column heading, for example SUPPLIER / COMPANY.
• Type part of the value in the box.
• Press Enter, or use the filter button beside the box.
• To remove the search, clear the box and press Enter.

Result: The list shrinks to the matching suppliers and the count at the bottom updates.

Screenshot 2: Column headings and the filter boxes

Sort, show or hide columns

• Click a column heading to sort the list. Click it again to reverse the order.
• To show or hide a column, click the three-dot menu beside a heading and choose Columns.
• Tick a column to show it. Untick it to hide it.

Screenshot 3: The column menu

Group suppliers and move between pages

• Group: drag a column heading, for example Country, onto the bar that says "Drag a column header and drop it here to group by that column".
• Pages: the list shows 50 suppliers per page. Use the page buttons below the list.
• Count: the number at the bottom shows how many suppliers match.

Note: Your searches, sorting and hidden columns are reset when you reopen the page.

Open a supplier's details

• Click the supplier's row in the list.
• A panel opens on the right side. This is the side panel.
• Read the details, then press Esc or click the x at the top to close it.

Opening and closing the panel does not change anything.

Screenshot 4: The top of the supplier side panel

Part of the panel	What it shows
Top	Company name, country, currency and status. The pencil beside the status changes it. The clock opens the status history.
Details	Business area, email, phone, website, WDA No, VAT No, EORI No and Account owned by. Hash Key and Central DB AccountID are also shown here.
LAST CONTACTED DETAILS	The latest logged contact. It says "not available" when nothing has been logged.
PURCHASE ORDER	The number and value of the supplier's Purchase Orders, grouped by status, with a total.
PURCHASE INVOICE	The number and value of the supplier's Purchase Invoices, grouped by status, with a total.
CONTACT INFORMATION	The contact people. The main contact is marked [Primary contact].
ADDRESS INFORMATION	Invoice, office and warehouse addresses. The main ones are marked as Primary invoice, office or warehouse address.
BANK INFORMATION	The supplier's bank details. The main account is marked [Primary bank].

Screenshot 5: Contacts, address and bank details lower in the side panel

Note: Use the email link to open your mail program. Do not change Hash Key or Central DB AccountID unless your administrator asks you to.