diff --git a/docs/admin/permissions.md b/docs/admin/permissions.md index c9c5afc..ba8c604 100644 --- a/docs/admin/permissions.md +++ b/docs/admin/permissions.md @@ -32,7 +32,7 @@ InvenTree functionality is split into a number of distinct roles. A group will h - **Purchase** - The *purchase* role is related to accessing Purchase Order data - **Sales** - The *sales* role is related to accessing Sales Order data -{% with id="roles", url="admin/roles.png", description="Roles" %} +{% with id="Roles Admin View", url="admin/roles.png", description="Roles" %} {% include 'img.html' %} {% endwith %} diff --git a/docs/companies/customer.md b/docs/companies/customer.md index 3bc46c2..8e10ac4 100644 --- a/docs/companies/customer.md +++ b/docs/companies/customer.md @@ -8,12 +8,21 @@ A customer is an external client to whom parts are sold. To access the customer page, click on the "Sell" navigation tab and click on "Customers" option in the dropdown list. +!!! warning + **Viewing**, **adding**, **editing** and **deleting** customers require the corresponding [Sales Orders user permissions](../../admin/permissions) + ### Add Customer -!!! missing "TODO" - This section requires further work +Once the customer page is loaded, click on the " New Customer" button: the "Create new Customer" form opens. Fill-in the manufacturer informations (`Company name` and `Company description` are required) then click on the "Submit" button. ### Edit Customer -!!! missing "TODO" - This section requires further work +To edit a customer, click on its name in the list of customers. + +After the customer details are loaded, click on the icon under the customer name. Edit the customer information then click on the "Submit" button. + +### Delete Customer + +To delete a customer, click on its name in the list of customers. + +After the customer details are loaded, click on the icon under the customer name. Confirm the deletion using the checkbox then click on the "Submit" button. diff --git a/docs/companies/manufacturer.md b/docs/companies/manufacturer.md index 55e39ce..ff2b682 100644 --- a/docs/companies/manufacturer.md +++ b/docs/companies/manufacturer.md @@ -8,22 +8,38 @@ A manufacturer is an external **producer** of parts and raw materials. To access the manufacturer page, click on the "Buy" navigation tab and click on "Manufacturers" option in the dropdown list. +!!! warning + **Viewing**, **adding**, **editing** and **deleting** manufacturers require the corresponding [Purchase Orders user permissions](../../admin/permissions) + ### Add Manufacturer -Once the manufacturer page is loaded, click on the "New Manufacturer" button: the "Create new Manufacturer" form opens. Fill-in the manufacturer informations (`Company name` and `Company description` are required) and click on "Submit". +Once the manufacturer page is loaded, click on the " New Manufacturer" button: the "Create new Manufacturer" form opens. Fill-in the manufacturer informations (`Company name` and `Company description` are required) then click on the "Submit" button. !!! note "Manufacturer vs Supplier" In the case the manufacturer sells directly to customers, you may want to enable the checkbox `is supplier` before submitting the form (you can also enable it later on). Purchase orders rely exclusively on [supplier parts](../supplier#supplier-parts), therefore the manufacturer will need to be set as a supplier too. ### Edit Manufacturer -!!! missing "TODO" - This section requires further work +To edit a manufacturer, click on its name in the list of manufacturers. + +After the manufacturer details are loaded, click on the icon under the manufacturer name. Edit the manufacturer information then click on the "Submit" button. + +### Delete Manufacturer + +!!! warning + All manufacturer parts for this manufacturer will also be deleted! + +To delete a manufacturer, click on its name in the list of manufacturers. + +After the manufacturer details are loaded, click on the icon under the manufacturer name. Review the list of manufacturer parts to be deleted in consequence of deleting this manufacturer. Confirm the deletion using the checkbox then click on the "Submit" button. ## Manufacturer Parts Manufacturer parts are linked to a manufacturer and supplier part: they are the actual "items" sold by a supplier. +!!! warning + **Viewing**, **adding**, **editing** and **deleting** manufacturer parts require the corresponding [Purchase Orders user permissions](../../admin/permissions) + ### Add Manufacturer Part !!! missing "TODO" diff --git a/docs/companies/supplier.md b/docs/companies/supplier.md index 2c18b4a..4635443 100644 --- a/docs/companies/supplier.md +++ b/docs/companies/supplier.md @@ -8,22 +8,38 @@ A supplier is an external **vendor** of parts and raw materials. To access the supplier page, click on the "Buy" navigation tab and click on "Suppliers" option in the dropdown list. +!!! warning + **Viewing**, **adding**, **editing** and **deleting** suppliers require the corresponding [Purchase Orders user permissions](../../admin/permissions) + ### Add Supplier -Once the supplier page is loaded, click on the "New Supplier" button: the "Create new Supplier" form opens. Fill-in the supplier informations (`Company name` and `Company description` are required) and click on "Submit". +Once the supplier page is loaded, click on the " New Supplier" button: the "Create new Supplier" form opens. Fill-in the supplier informations (`Company name` and `Company description` are required) then click on the "Submit" button. !!! note "Supplier vs Manufacturer" In the case the supplier is a manufacturer who sells directly to customers, you may want to enable the checkbox `is manufacturer` before submitting the form (you can also enable it later on). ### Edit Supplier -!!! missing "TODO" - This section requires further work +To edit a supplier, click on its name in the list of suppliers. + +After the supplier details are loaded, click on the icon under the supplier name. Edit the supplier information then click on the "Submit" button. + +### Delete Supplier + +!!! warning + All supplier parts for this supplier will also be deleted! + +To delete a supplier, click on its name in the list of suppliers. + +After the supplier details are loaded, click on the icon under the supplier name. Review the list of supplier parts to be deleted in consequence of deleting this supplier. Confirm the deletion using the checkbox then click on the "Submit" button. ## Supplier Parts Supplier parts are linked to a supplier and defined as purchasable items. +!!! warning + **Viewing**, **adding**, **editing** and **deleting** supplier parts require the corresponding [Purchase Orders user permissions](../../admin/permissions) + ### Add Supplier Part !!! missing "TODO"