Vendor/Customer Management: Product Service Codes
The Vendor/Customer record details screen allows for the setup and specification of product/service code assignment onto individual records. See the Product Service Catalog Wiki entry for more information on product/service codes. This functionality ties into CobbleStone’s optional eSourcing add-on module for vendor notification of public opportunities via the Vendor/Client Collaboration Gateway.
Adding a Product Service Code
1. Navigate to the desired client/vendor record.
2. Scroll down to the Vendor Product Service Codes section of the record.
3. Click Add.
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4. The Add New Vendor Product Service Codes Record screen displays. Select the desired code from the Product Service Code pick-list.
5. To associate the code with the selected vendor record, click Save & Continue. To abort the process, click Cancel. The Company Details screen displays.
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Editing a Product Service Code
1. Click View for the desired Product Service Code line item.
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2. Click the pencil icon ( ) for the field or field group to alter.
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3. An edit record pop-up window displays.
4. Change the value as necessary.
5. Click Save Record.
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Deleting a Product Service Code from a Record
1. As above, click View for the desired Product Service Code line item.
2. On the Record Details: Vendor Product Service Codes screen’s side menu, click Delete Record.
3. Click Yes, delete it to confirm or No, cancel the delete to reject the removal.
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