7.2.1. Documents & Supplier Types

In this module, users can create, edit, and delete documents and supplier types. They can also establish associations between the two, customizing the required documents for each supplier type.

*For guidance on common form functions, please refer to the dedicated section in the manual.

1. Define Supplier Type

In this section of the form, users can manage the list of supplier types.

1. Add: This button allows users to add a new supplier type.
   
   • Active: This checkbox determines whether the supplier type is displayed as an option in the Supplier Type dropdown.
     • When selected, the supplier type is marked as active and will appear in the dropdown; when unselected, it will be hidden from view.
   • Title: This is a text field that allows users to input the title(s) of the supplier type (in English [default], French, Arabic, or German). It is a mandatory field.
2. Discard Changes: This button allows users to discard their changes.
3. Save Changes: This button allows users to save their changes.
4. Delete ( ): This button allows users to delete a supplier type.
   

   **To confirm the deletion of items in the grid, click on the Save Changes button or simply click outside the grid. To undo deletion, click on either the Discard Changes button or the Undo ( ) icon.

*To edit content within the grid, simply click on the element you want to modify. For additional options or actions related to the grid, please utilize the kebab menu ( ) located in the upper rightmost corner.

2. Define Document List

In this section of the form, users can manage the list of documents.

1. Add: This button allows users to add a new document.
   
   • Active: This checkbox determines whether the document is displayed as an option in the Document dropdown.
     • When selected, the document is marked as active and will appear in the dropdown; when unselected, it will be hidden from view.
   • Title: This is a text field that allows users to input the title(s) of the document (in English [default], French, Arabic, or German). It is a mandatory field.
2. Discard Changes: This button allows users to discard their changes.
3. Save Changes: This button allows users to save their changes.
4. Delete ( ): This button allows users to delete a document.
   

   **To confirm the deletion of items in the grid, click on the Save Changes button or simply click outside the grid. To undo deletion, click on either the Discard Changes button or the Undo ( ) icon.

*To edit content within the grid, simply click on the element you want to modify. For additional options or actions related to the grid, please utilize the kebab menu ( ) located in the upper rightmost corner.

3. Assign Documents to Supplier Types

In this section of the form, users can assign the required documents for each supplier type.

1. Type: This is a single-select dropdown field that retrieves the list of supplier types from the respective grid. It allows users to select the supplier type to which they want to assign documents.
2. Document(s): This is a multi-select dropdown field that retrieves the list of documents from the respective grid. It allows users to select the required documents for the chosen supplier type.
3. Save Document Assignment: This button allows users to save the document assignment.
   • Once saved, these selections will be organized in the grid below, providing a clear overview of the assigned documents for each supplier type.
4. Export: This button allows users to export the grid to Excel.