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FieldInstructions
Title

Enter a title that describes the project and which you will easily recognise. Remember that the title is for the whole project not just one item or part. You can add multiple items to one part and multiple parts to one project. For more information on parts see Adding a Part definition.

Contact


Excerpt

Start typing the Customer contact name and the Contact box will will show matching results. Select the correct match.


Info
titleCustomers

The search results shown in the Contact box are customers that the Service Provider has added via the  page. 


AdministratorName of the person set up to receive alerts from the system. This could be the account manager or account administrator.
Product CodeThe reference the Customer provides to the Service Provider.  <<Can we change this to Customer Reference as that's what it is?>>
Part TitleDefaults to the catalogue name for the part, but can be changed by the Administrator.
VAT

Set the applicable VAT from the list of options:

  • unknown
  • non-VAT
  • VAT-exempt
  • Zero-rated
  • 20%

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  1. In the FAO (For the Attention Of) box, start typing the Customer contact name and the Contact box will will show matching results. Select the correct match.

  2. Select Search and the Search address box appears:

  3. Select the address type (e.g. Customer Addresses), then the specific address from the displayed list.
    If the list is very long you can type part of the address in the search box and only addresses containing those words will display.


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Anchor
Adding a Part
Adding a Part
Adding a Part

Include Page
Part definition
Part definition

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