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Master data

The Master Data menu contains the following menu items:

  • MaterialsClosed clicking on the Materials menu item opens a preview of materials. You can also edit and delete materials.
  • Procurement planClosedclicking on the Procurement planmenu item opens a preview of procurement plan items. You can import an existing plan (from MS Excel), add, edit and delete items.
  • Financial planClosedclicking on the Financial plan menu item opens a preview of the Financial plan (or Budget). You can import an existing plan (from MS Excel), add, edit and delete items.
  • RFQ table columnsClosedclicking on the RFQ table columns menu item opens an overview of all possible elements (columns) that can be used on an RFQ table and / or contracts defined and used by your company. You can add, edit and delete items.
  • Email templatesClosedclicking on the Email templates menu item opens a preview of email templates. You can view and edit templates.