Manage
Forms
Manage Parameters
OVERVIEW: The Manage Product Catalog form is the main access to manage Products. This structure simplifies the management of Product Information and enforces the integrity of the referential structured data. Products can be assigned as an equipment Asset in the Manage Assets module, or as Parts in the Stockrooms module.
Manage Parameters
Description
Icon
The 
icon typically represents Parameters
Name
The name used to describe the Parameter
Active
The number of active parameter values
Values
The total number of parameter values
New Parameter
Click on this button to create a Parameter
Name: Enter a name to define the new Parameter.
Parameter Values
Parameter Value: Enter an applicable value.
Default: Check the box to indicate that it is the default value for the parameter.
Active: Check the box to indicate that the parameter value is active.
Suppliers - Administer
OVERVIEW: One or many Suppliers can be linked to a VimBiz product and represent the companies who distribute the manufacturer's products. The industry contact information can also be linked to each Supplier which can be used by the Service Engineer to quickly find the industry experts grouped by the Supplier.
Suppliers
ADD: Click on the New Supplier button or right-click in the list and select the New Supplier option.
EDIT: Double-click on the selected Supplier to open the Manage form.
DELETE: Select the entry to be deleted and click on the Delete button.
Description
Supplier Types
Suppliers are categorized into types.
Select a type of supplier to view all listings under that headings.
ADD: Right-click on the Main node or on another folder, and select New Supplier Type in the context menu.
DELETE: Right-click on a folder and select Delete in the context menu.
Image
The photo or image chosen to represent the Supplier.
Name
The name of the supplier
Internet Address
The Internet Address that leads to the Supplier's website.
New Supplier
Click this button to create a Supplier.
See the Manage section for more information.
Supplier Details
Description
Contacts
Manage a list of Contacts for the Supplier.
Contacts are administered in the Manage Contacts form.
ADD: Click on the Manage Supplier Contacts button, or right-click and select Manage Supplier Contacts in the context menu.
EDIT: Double-click on a Contact to open the Contact Details form.
DELETE: Right-click on an entry and select Delete in the context menu.
Contacts
Picture: A photograph or image representing the Contact.
Name: The Name of the Contact Person.
Title: The Title of the Contact Person.
Business Phone: The telephone number of the Contact Person, where they can be reached during business hours.
E-Mail Address: The e-mail address of the Contact Person, where they can be reached during business hours.
Default: Check this box to indicate that the Contact Person is the primary contact with the Supplier.
Products
List of Products offered by the Supplier.
Products are administered in the Manage Product Catalog form.
ADD: Click the New Product button; this will open a blank Product Details form.
EDIT: Double-click on a Product, or right-click and select Product Details in the context menu.
DELETE: Right-click and select Delete from the context menu.
Products
All these details are entered in the Product Details form.
Image: A picture of the Product.
Manufacturer: The company who manufactured the Product.
Manufacturers are administered in the Manufacturers form.
Model: The model of the Product.
Type: The type of Product.
Product Types are administered in the Manage Product Types form.
Description: Additional information on the Product.
Part No.: The Product's Part Number.
Sale Price: The price at which the Product is sold.
Assets: The amount of products that have been entered as Company Assets in VimBiz.
Assets are administered in the Manage Assets form.
Context Menu
Product Details: Opens the Product Details form for the selected Product.
Manage Assets by Products: Opens the Manage Assets by Product form.
View Product Spec. Report: Click to open the Product Specifications Report.
View Product Spec. Report (No Drill): Click to open the Product Specifications Details Report.
Check for picture on Vimsoft Live: Connect to Vimsoft Live and locate the desired picture for the selected product.
Check all products for a picture in Vimsoft Live: Connect to Vimsoft Live and locate the desired picture for all products.
E-Documents
Upload documents relating to the Supplier.
E-Documents are administered in the E-Tree form.
ADD: Click on the Insert New File button, or right-click and select Insert File.
DELETE: Right-click on an entry and select Delete from the context menu.
Other
Additional information important to companies with External Supplier Lists.
Other
Ext. Ref. Number: The Supplier Number used in a secondary system.
Ext. Ref. Code: The Supplier Code used in a secondary system.
Logo
Assign an image that represents the Supplier, such as their corporate logo
ADD: Double-click in the gray area to locate an image in your computer.
EDIT: Right-click and select Open Preview Image from the context menu.
DELETE: Right-click and select Reset Image in the context menu.
Name
The Supplier's Name.
Type the name in the box.
Address
The Supplier's Address.
Type the Address Name in the box, or click on the arrow to view a list.
Addresses are administered in the Manage Addresses form.
Click the 
button to view details on the selected address.
Click the 
button to find another address.
Website
The Internet Address for the Supplier's Website.
Type the address in this box.
Tax ID
If the Supplier has a Tax ID Number, type it in this box.
Corporation
Check this box to indicate that the Supplier is part of a Corporation.
Account #
Your company's Account Number with the Supplier.
Type the number is this box.
Region
The Region where the Supplier is located.
Type the Region Name in the box, or click on the arrow to view a list.
Regions are administered in the Manage Rooms form.
Local
Check this box to indicate that the Supplier is in your local area.
Tax Code
If the Supplier has a Tax code, type it in this box.
Discount
If the Supplier offers a percentage discount, enter the amount in this box.
Terms
The Supplier's rules surrounding Receipt of Payment.
Type the Terms Name in the box, or click on the arrow to view a list.
Payment Terms are administered in the Payment Terms form.
Pay. Type
The Supplier's preferred method of payment.
Type the Payment Type in the box, or click on the arrow to view a list.
Payment Types are administered in the Payment Types form.
Fob
VIA
Freight
The Supplier's preferred shipping method.
Type the Freight Name in the box, or click on the arrow to view a list.
Freight Types are administered in the Freight form.
Notes
Enter additional notes pertaining to the Supplier.
Contact
Type the name of the Contact Person.
Phone
The primary telephone number for the Supplier.
Toll Free
A toll-free telephone number for the Supplier.
Fax
The primary fax number for the Supplier.
The principle E-Mail Address to contact the Supplier.
Browse Full Supplier Details
OVERVIEW: All information included in the Manage form is outlined in this easy-to-read grid format.
Manufacturers - Administer
OVERVIEW: A manufacturer is linked to a VimBiz product and represent the company who makes the product. The industry Contact information can also be linked to each Manufacturer which can be used by the Service Engineer to quickly find the industry experts grouped by the Manufacturer.
Manufacturers
ADD: Click on the New Manufacturer button or right-click in the list and select the New Manufacturer option.
EDIT: Double-click on the selected Manufacturer.
DELETE: Select the entry to be deleted and click on the Delete button.
Description
Thumbnail
The company's logo or another image that represents the Manufacturer.
Manufacturer
The name of the Manufacturer.
Country
The country in which the Manufacturer's head office is located.
New Manufacturer
Click this button to create a Manufacturer.
Manufacturer Details
Name: Enter the name of the new Manufacturer.
Abbreviation: Assign a Abbreviated Name for the Manufacturer.
Country: Type the Country Name, or click on the arrow to view a list.
Countries are administered in the Manage Countries form.
URL: Enter a Website Address or internet link to the manufacturer.
Click the 
button to open the Manufacturer's Website in your default browser.
Contacts
ADD: Click on the Manage Contacts button or right-click and select Manage Contacts in the context menu.
DELETE: Right-click on an entry and select Delete.
Contacts are administered in the Manage Contacts form.
MIBs
ADD: Click on the Insert MIB button, or right-click and select Manage Manufacturer MIBs from the context menu.
DELETE: Right-click on an entry and select Delete.
MIBs are administered in the Manage MIBs form.
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