You can set up sort keys to further customise your supplier records to make it easier to search for and report on supplier records.
You can also customise these labels so that they can be more meaningful for your business in the System module which is security profile permission driven.
The sort keys are on the Details tab on a supplier record as listed below, however the field names may differ if they are already customised in your database.
The default sort keys are:
Sort Key.
User Sort 1.
User Sort 2.
User Sort 3.
Preferred Payment Method.
The above labels can be customised, so if this has been done on your database, you will see the customised labels that are more meaningful for your business.
Create a sort key for a new supplier
Click Creditors then click Suppliers.
Click + New Record then scroll down to the Sort Key section.
Click Configure next to the Sort Key fields that you want to set up.
Complete the fields on the Sort Key Lookup popup screen and, if you need to set up more sort key records, click + New Record.
Click Save.
Add or edit sort keys for an existing supplier
Click Creditors then click Suppliers.
Note: All suppliers are displayed for you. You can narrow down you search using advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the 3 small horizontal lines and choose from the available filter list, then click OK.In the Code or Name column, click the hyperlink, the underlined text to put the supplier record into edit mode.
Note: The Action Panel automatically opens from the right-hand-side of the screen. You can close the panel by clicking on the arrow icon on the right-hand side middle of the screen.On the Details tab, scroll to the Sort Key section.
Click on the drop-down arrow on any of the 4 sort keys and select the relevant record for each one.
Click Save.