Trading Partners - Bulk Actions
Trading Partners - Bulk Actions
In Data/Trading Partners you are able to apply bulk actions. This can be done as follows:
- Tick the check box to the left of the Action field. This can be done for individual trading partners or if you tick the check box in the column heading then the bulk action will apply to all trading partners.
- Click on the dropdown arrow next to the Actions box. next to the Add new Trading Partner button.
- Select from the actions displayed.
Related Articles
Non Hire Moves
Non hire Moves Setting up Non Hire Moves A Non Hire Move is where the equipment is not being transferred form one account to another, instead it is loaned or exchanged. If you want to use Non Hire Moves for your account then you meed to do the ...
Report Groups
Report Groups You can assign trading partners to a Report Group. This can be useful when you want to run a report for a group of trading partners, e.g. a scheduled Non Hire Move Report for a particlar geographic region. You can assign a trading ...
Trading Partners Report
Trading Partners Report You can view or print a list of your trading partners with account numbers and contact details. You should go to: Reports/Trading Partners You need to tick the "Show site contacts" checkbox to see contact details.
Owed Equipment Report
Owed Equipment Report Owed Equipment Report can be found under Reports in the main menu and can be downloaded as a PDF or Excel A negative balance indicates that the equipment is owed to you. The report only displays transactions where the balance is ...
Sites - Restrict Trading Partners
Sites - Restrict Trading Partners You may want to restrict the trading partners available for a site. This can be done as follows: Go to Data/Sites. Select a Site and click Edit. Select the Trading Partners tab. If the trading partner is not in the ...