The Data Management functionality allows management of suppliers, invoices, locations, contacts and a variety of other functions. To access the Data Management menu, click on Data Management in the left hand sidebar menu.
- Invoices allows management of all your invoices (active and archived) in an easy-to-use grid format.
- Account information - allows you to manage your account details with your suppliers, down to ICP level.
- Site information - maintains your locations and all pertinent information relating to them.
- Contacts - allows management of contacts at suppliers and system user details.
- Suppliers - add or edit supplier details.
- Incidents - view a summary grid of all exceptions raised as incidents. See their status at a glance and click on the blue hyperlink to go into the Incident itself.
- Thresholds - manage your threshold settings to be alerted to any exceptions.
- Mailbox - manage all email communication
- Processes, documentation and communications - manage the archive of all processes annd documentation
- Documents and files - allows you to upload batches of files and manage your document library.