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Customising Phraseology in Supplier Manager
Who is this article for?Users who wish to customise the naming convention within their system.
Supplier Administrator(SUPADM) permissions are required.
Phrases can be amended to meet your bespoke taxonomy. They are designed to increase flexibility by adapting to terminology as you see fit for purpose. This article walks you through how to administer the phrases table within your system.
1. Accessing Phrases
To access the phrases table:
- Go to Supplier Manager.
- Select System Admin.
- Choose Phrases from the menu on the left.
This will display a filterable list of all Phrases on the system.
2. Searching Phrases
By String
You can search for a specific word across all modules by using the Phrase field.
As you type, the system will display an overlaid screen with choices that match your key strokes.
You can continue to type the string or choose a suggested phrase from the overlaid screen. Click the Search icon to confirm your search.
The phrases screen will refresh, displaying only those items that contain your search criteria.
By Screen
You can search for all words in a specific module by using the Screen dropdown.
Choose an item from the dropdown selection box and click the Search icon to the right of the filter options.
The phrases screen will refresh, displaying only those items that contain your search criteria.
3. Altering Phrases
To modify a Phrase:
- Choose a phrase from your filtered list by selecting anywhere in the record row.
You will prompt the Phrase details screen to open.
- Enter a custom value into the Phrase field.
- Click Save.
The following confirmation message screen will be displayed:
4. Reverting Phrases
To revert a Phrase to its default value:
- Choose a phrase from your filtered list by selecting anywhere in the record row.
You will prompt the Phrase details screen to open. - Click the Revert to Original Phase icon located to the right of the header bar.
The following confirmation message screen will be displayed: