STEP 1

The task ID is generated by B.I.S. and it is unique per point of sales. The date should always be today's date and it can be set as a default value in the respective default values section of Control.

Please always assign the newly created task to the designated user by using the dropdown box provided.

Depending on the level of security allowed, the box will be populated with all the users in the system or just with the current user name.

TIP: Assign a security level of 8 to your entry point user and ask him to assign tasks to user ID's

Due date of the task and the status will automatically be populated.

Sourcing

If the operation you are creating a new task is with a sourcing purpose please add at the beginning of the task descriptor (name) the word "SOURCING"

That will tell B.I.S. that this specific record can be retrieved for sourcing purposes.

(i.e. the task name should be :)

HTML generation for Web site purposes can be invoked for all sourcing products.

Existing product

If the new task is created for an existing product B.I.S. recommends using the product name as a task descriptor

(i.e.the task name should be: )

New catalog of products

If the new task is created for a new offering from a supplier B.I.S. recommends using the catalog name as a task descriptor and if any of the products are accepted by clients new tasks should be created.

STEP 2 

Product selection has to be done at this stage and together with that a supplier has to be chosen.

If the reference number is known (an existing product) type the reference number or use the button to display a graphical search tool. If the entry is correct a product name should be displayed in the right hand text box.

If the product is unknown: type the name of the product you are looking for and click on the button. A phonetically powered search will occur and a list of products "that sound alike" will be displayed for you to choose from.

If the search is unsuccessful, or the product is not found for the specific supplier you are dealing with click the button and add the product to the database. During the add process you have to choose a supplier for your product or ADD a new supplier.

Once the product has been entered, product information can be emailed to potential suppliers or potential clients (if the task is created for an existing product)

Congratulations! You have successfully created a new task!