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Managing Related Forms Records for the Supplier

You can manage related form records by viewing all the forms added for each form individually.

Steps to View Records

  1. Click on ‘Purchases‘ in the main menu.
  2. Click on ‘Supplier Settings.’
  3. Click on the ‘Related Forms‘ tab.
  4. Click on the ‘…’ action button next to the form for which you want to view records.
  5. Click on the ‘Manage Records‘ button.
  6. A page will appear displaying all the records added to the forms.
  7. Click on the ‘…’ action button next to any record, and you can perform any of the following actions:
    • View: This option allows you to view the added form record.
    • Update: This option allows you to make edits to the added form record.
    • Delete: This option allows you to delete the added forms record.