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manufacturers [2016/07/25 17:18]
192.168.9.146
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-====== Manufacturer ====== 
-Manufacturers are an automobile producer, who responds and contributes to claims. 
-===== Create a New Manufacturer ===== 
-To create a new manufacturer select **Add a Manufacturer** and a form will pop up. 
- 
-{{:​create_manufacturer.png|Create Manufacturer}} 
-====Input Information ==== 
-Using the collection form, you will insert the name, address and contact information for the manufacturer. 
-  * Type in the **Name** of the manufacturer. This is the short form name  
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-{{:​manufacturer_create_name.png|Create Manufacturer}} 
-  * Provide the **Long Name** in English and French, this is the full legal name the manufacturer uses 
-  * Add an address using **Add Address** it will auto populate. If Google does not find the address or postal code you will need to manually type the address ​ 
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-{{:​address.png|Address}} ​ 
- 
-If you do not see create an address, press the arrow next to address ​ 
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-{{:​address_roll_down.png|}} 
-  * Select **add** under contact for every individual who is associated with that particular manufacturer. If you do not see add press the arrow next to contact 
-  * Use the pull down menu to select an existing user to fill out the **contact(s)** for the manufacturer. The system will populate [[Users and Roles|users]] who are not already connected with a role. Their name/​number/​email will all be available under [[Users_and_Roles|Users & Roles]]. You are __**NOT**__ able to change their information using this form  
- 
-{{:​manufacturer_add_contact.png|Add Contact}} 
-  * Add in the users job title under **position** 
-  * Delete contacts as required using the delete button 
-===== Create a New Regional Manufacturer ===== 
-Some manufacturers may have alternative offices you would need to connect with. Use **create a new regional manufacturer** in that case. The manufacturer will auto populate and cannot be changed. 
-  * Use the pull down menu under **region** to select the appropriate [[Area Served & Region|location]] 
-  * Create an address and assign contacts using the above mentioned steps 
-===== view, Edit or Delete a Manufacturer ===== 
-==== View/Edit ==== 
-When additional contact information is required and/or needs to be updated, select the edit button on the main Manufacturer screen. Follow the above mentioned directions for inputting information in order to make any changes. 
-==== Delete ==== 
-In some cases you will need to delete a manufacturer. Use the delete button on the main Manufacturer screen. You will be asked to confirm the operation. 
  
manufacturers.1469467116.txt.gz ยท Last modified: 2019/01/05 22:10 (external edit)