This Help File Page was last Modified on 05/08/2021
❑The Wholesale Groups Form allows you to identify any number of Wholesale Groups.
•Wholesale Groups identify the Contract Monitoring Providers supplying monitoring services for some or all of your Company's Subscribers.
•These Wholesale Groups may then be used to categorize Recurring Revenue records based on the Contract Monitoring Provider supplying that service.
•So, a Wholesale Group identifies an outside Contract Monitoring Provider to whom you must pay a Wholesale Rate for those monitoring services.
•Entering Wholesale Groups
a)From the Backstage Menu System Select Maintenance and Choose the General option, then select the General Maintenance option which displays the secondary Maintenance Menu or,
b)From the Quick Access Menu, Select Maintenance and Choose General Maintenance to display the secondary Maintenance Menu.
•Locate the Receivables sub-section and and Choose Wholesale Groups.
Wholesale Groups Form
✓This Wholesale Groups Form may be Re-sized by Dragging the Top and/or Bottom up or down, and/or the Right side in or out.
•Navigation Menu - The Navigation Menu is located at the top of the Wholesale Groups Form.
✓This Navigation Menu provides the normal Record Movement, plus Add, Delete, Cancel, Save, Refresh, and List options.
•Record Editing View - The details of the currently selected record are displayed below the Navigation Menu at the center (Main Body) of the Wholesale Groups Form.
Wholesale Groups Form - Record Editing View
•To define the Wholesale Groups which will identify the Contract Monitoring Providers supplying monitoring services for some or all of your Company's Subscribers:
✓Click the Icon to start the Wholesale Group entry in the Record Editing View.
✓ID - This is the system assigned record number which is inserted automatically when the Wholesale Group record is initially saved.
✓Description - Enter a brief Description such as the name of the Company, service provider, etc. for this Wholesale Group.
▪The Description may up to 40 characters in length and include upper and/or lower case letters, numbers, spaces and normally used punctuation marks.
✓ Comment - Enter a specific explanation for the purpose of this Wholesale Group.
▪Double-Click this Comments field to open an Rich Text Editor dialog
✓Click the Icon to record this entry.
▪The system will assign an ID.
▪Repeat this process, as needed, to define each of the Wholesale Groups which provide contract monitoring and other recurring services for your Company.
List Icon - The Navigation Menu also has a List option which provides a tabular view of these Wholesale Group records.
Wholesale Groups Form - List View
✓The columns of listed Grid Data may be rearranged, filtered, sorted, and exported as a PDF file and/or an Excel formatted file.
✓Find - Enter text to search for a specific record, then Click the Find option.
✓Clear - To remove the text to search for entry, Click the Clear option
Navigation Menu shown with the Icons for List, Export and Print
List Icon - Click the List Icon again to Close the List View and return to the Record Editing View.
Export Icon - Click the Export Icon to create (one of there types of) a spreadsheet compatible file containing the Grid Data as it is currently organized and filtered.
Print - Click the Print Icon to display the Print Preview Form from which a custom report may be designed and "printed" as an Adobe® PDF File.
❖See the Grids - Print Preview - Export Data chapter for complete information on using the List View, including its Export & Print options.