CobbleStone Documentation Wiki Welcome Guest: 6/24/2024 12:32:31 AM
View for Version
Contract Insight Version:
Version Released On:
Friday, October 8, 2021

search text
05. Product Service Codes   
Page last modified on Friday, September 14, 2018 11:44 AM (by Nash DeVita) (initially created on Thursday, August 23, 2018 9:07 AM)
Assigned to: Vendor/Customer Management
  Generate Manual Print View
Page Content

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.

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.

Editing a Product Service Code

1. Click View for the desired Product Service Code line item.

2. Click the pencil icon () for the field or field group to alter.

3. An edit record pop-up window displays.

4. Change the value as necessary.

5. Click Save Record.

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.

Related Wiki Video Tutorials
Page Tags (Keywords)
Files & Attachments
CobbleStone Software |  Contract Insight Wiki |  version:
CobbleStone Software is developed in the U.S.A.