**Manage**
=============
=============

**To Create, Edit and View Locations/Cost Centers**
----------------------------------------------------

1.	Click **Manage** on the navigation bar 

2.	Select **Locations**, previously created Locations and Cost Centers are displayed.

3.	Click the **Add Locations** |Add_Location.png| button and the Add New Location page is displayed:

		- Enter a Name
		- Enter a Code (three initials of the Location/Cost Center Name)
		- **Is a Department** button to indicate if Location created is a Cost Center (On/Off) 
		- **Treat Department as Location** button to indicate if the Cost Center is to be treated as a location (On/Off)
		- **Auto Generate Requisitions to Meet Par Levels** button to indicate if Requisitions need to be automatically created for selected Location/Cost Center once stock counts are updated (On/Off)
		- **Show in Consumption Report** button to indicate if Location/Cost Center should show in the Consumption Report (On/Off)
		- **Show in Stock Count** button to indicate if Location/Cost Center should be displayed on the stock count list page (On/Off)
		- **Is Stock Counted** (On/Off)
		- **Show in pou grid** (On/Off)
		- Select Requisition to Location
		- Issue to Location
		- **Update** button to create the Location/Cost Center
		- **Location List** button to return to Shelves Main Page
		- **Edit** |Edit_Button.png| button to update Location/Cost Center info

																										|Edit_Location.png|
												



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**To Create, Edit and View Shelves**
------------------------------------

1.	Click **Manage** on the navigation bar 
2.	Select **Shelves**, previously created Shelves are displayed. 
3.	Select the **Outlet** and **Location or Cost Center** you would like to create the shelf in.
4.	Select the **Add Shelf** |Add_Shelf.png| button and the Add New Shelf page is displayed:

		- Enter a Name
		- Select another Location/Cost Centre (if required)
		- **Update** button to Create/Update the Shelf
		- **Delete** button to Delete the Shelf
		- **Shelf List** button to return to Shelves Main Page
		- **Edit** |Edit_Button.png| button to update Shelf info
			
 																											|Edit_Shelf.png|
														
														
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**To Create, Edit and View UOMs (Unit of Measure)**
---------------------------------------------------

1.	Click **Manage** on the navigation bar 
2.	Select **UOM**, previously created UOMS are displayed.
3.	Select the **Add UOM** |Add_Uom.png| button and the Add New UOM page is displayed:

		- Enter UOM Name
		- Enter Case Total (if applicable)
		- **Update** button to Create/Update UOM
		- **Disable** button to make UOM inactive
		- **UOM List** button to return to UOM Main Page
		- **Search bar** to search for UOM
		- **Edit** |Edit_Button.png| button to update UOM info

 																												|Edit_Uom.png|

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**To Create, Edit and View Types**
---------------------------------

1.	Click **Manage** on the navigation bar 
2.	Select **Types**, previously created Types are displayed.
3.	Select the **Add Type** |Add_Type.png| button and the Add New Type page is displayed:

							|New_Type.png|

		- Enter Type Name
		- Select Department GL Account
		- Select Meta-Type (if required)
		- Enter Default GL Codes
		- Enter Default Expense Class
		- **Show in Consumption Report** button to indicate if the Type should be displayed in the Consumption Report (On/Off)
		- **Is Service** (On/Off)
		- Enter GL Code per Outlet (if required)
		- Enter Expense Class per Outlet (if required)
		- **Update** button to Create/Update the Type
		- **Delete** button to Delete the Type
		- **Type List** button to return to Types Main Page
		- **Edit** |Edit_Button.png| button to update Type info
		
		
*Note: To add Sub-types to various Types, click on the* **Add Sub-Type** |Add_Subtype.png| *button. To view Sub-types linked to Types, click on the Type name and all Sub-Types previously created are displayed.*

																													|Edit_Type.png| 


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**To Create Edit and View Departments**
---------------------------------------------------

1. Click **Manage** on the navigation bar

2. Select **Types**, previously created Departments are displayed

3. Select the **Add Department** |Add_Department.png| button and the Add New Order Type box is displayed:

						|New_Department.png|

		- Enter Department Name
		- Enter Department Code
		- Select an Excess Cost/Quantity Authorizer
		- Skip user authorization (Yes/No)
		- Sequential authorization (Yes/No)
		- Select a Department Authorizer
		- **Update** button to Create/Update the Department
		- **Delete** button to Delete the Department
		- **Type List** button to return to Types Main Page
		- **Edit** |Edit_Button.png| button to update Department info

						|Edit_Department.png|

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**To Create, Edit and View Vendors**
----------------------------------------------------

1.	Click **Manage** on the navigation bar

2.	Select **Vendors**, previously created Vendors are displayed.

3.	Select the **Add Vendor** |Add_Vendor.png| button and the Add New Vendor page is displayed:

**Vendor Basics**

		- Enter Vendor Name
		- Enter Source ID (if required)
		- Enter V.A.T. Number (if required)
		- Enter Phone Number (if required)
		- Enter Fax Number (if required)
		- Enter Email Address (if required used to email Purchase Orders to Vendors)
		- Enter Vendor Address (if required)
		- Enter Website (if required)
		- Overseas (On/Off)	
		- CSR (On/Off)

**Vendor Codes**

		- Enter Default Vendor Code 
		- Enter Vendor Code per Outlet

**Vendor Name Aliases**

		- Enter Vendor Name Aliases per Outlet

**Vendor Status** 
		- Last Modified Department


		- **Update** button to Create/Update Vendor
		- **Disable** button to make the Vendor inactive
		- **Vendor List** button to return to Vendors Main Page
		- **Search** by Vendor Name
		- **Search** by V.A.T. Number
		- View Disable Vendors
		- **Edit** |Edit_Button.png| button to update Vendor info

																													|Edit_Vendor.png|
															
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**To Edit Miscellaneous**
------------------------------

1. Click **Manage** on the navigation bar

2. Select **Miscellaneous**

**Currency Conversions**

		- Auto-update (Yes/No)
		- Select a Base Currency
		- Select a Foreign Currency
		- Selected by default (currency)
		- Enter Currency Rates (if required)

				|Edit_Currency.png|

**Terms of Services**

		- Add terms of Services to Export (Yes/No)
		- Edit Terms of Service


		- **Update** button to save configurations

				|Edit_TOS.png|
				
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.. |Add_Location.png| image:: ./qehdocsimages/Add_Location.png 
	            :scale: 70%
	
.. |Edit_Button.png| image:: ./qehdocsimages/Edit_Button.png
			    :scale: 70%

.. |Edit_Location.png| image:: ./qehdocsimages/Edit_Location.png
				 :scale: 70%

.. |Add_Vendor.png| image:: ./qehdocsimages/Add_Vendor.png
			:scale: 70%
	
.. |Edit_Vendor.png| image:: ./qehdocsimages/Edit_Vendor.png
	          :scale: 70%			
													
.. |Add_Shelf.png| image:: ./qehdocsimages/Add_Shelf.png
	          :scale: 70%	
				 
.. |Edit_Shelf.png| image:: ./qehdocsimages/Edit_Shelf.png
	           :scale: 70%
				
.. |Add_Uom.png| image:: ./qehdocsimages/Add_Uom.png
	        :scale: 70%	
				 
.. |Edit_Uom.png| image:: ./qehdocsimages/Edit_Uom.png
	         :scale: 70%

.. |Add_Type.png| image:: ./qehdocsimages/Add_Type.png
	         :scale: 70%	
				 
.. |Edit_Type.png| image:: ./qehdocsimages/Edit_Type.png
	          :scale: 70%	

.. |Add_Subtype.png| image:: ./qehdocsimages/Add_Subtype.png
	         :scale: 70%	

.. |New_Type.png| image:: ./qehdocsimages/New_Type.png
			:scale: 70%			 

.. |Add_Department.png| image:: ./qehdocsimages/Add_Department.png
			:scale: 70%		

.. |New_Department.png| image:: ./qehdocsimages/New_Department.png
			:scale: 70%		 				

.. |Edit_Department.png| image:: ./qehdocsimages/Edit_Department.png
			:scale: 70%	 	

.. |Edit_Currency.png| image:: ./qehdocsimages/Edit_Currency.png
			:scale: 70%

.. |Edit_TOS.png| image:: ./qehdocsimages/Edit_TOS.png
			:scale: 70%