Quick add subject

Creating a new subject (customer, supplier, warehouse) in PANTHEON Web Light can be faster using the function Quick add subject. This automatically populates the data for the selected company using previously defined external databases (AJPES in Slovenia).

HINT For more information on the form for entering subject data, see the chapter Create new subject.

This chapter shows an example of how to quickly add data when creating a new subject DATALAB SI Ltd.

CASE SUMMARY Tecta has started working with a new IT supplier, DATALAB SI Ltd. The person responsible uses the option of adding data quickly and then populating the missing data when creating and entering a new subject in the register. This is done as follows: Opening the form for entering subject data Quickly adding a subject Entering subject contact information Selecting subject type Saving changes

1. Opening the form for entering subject data

The person responsible opens the form for entering subject data from the main menu by clicking Registers and selecting the submodule, i.e. tab Subjects. In the command line, the person responsible clicks the button New subject. A blank form for entering data opens.

2. Quickly adding a subject

Using the search bar in the field Quick add subject at the top of the section Subject general data, you can search the database by tax number or company name or part of company name.

HINT If the search finds only one result, the found company data is automatically entered into the register, no additional data need to be selected. If there are multiple results, the user must select the relevant subject from the list. When searching by tax number, the full number must be entered. Such as search always returns only one result.

In the field Quick add subject, the person responsible enters 99654717 as the tax number of DATALAB SI Ltd. and clicks the magnifier icon to start the search.

As only one result matches the searched number in the external database, the data in the section Subject general data is automatically populated.

HINT In the fields Show and For country, you can set the desired number of search results to be displayed and the country in which the entered data should be searched.

3. Entering subject contact information

In the section Contact information, the person responsible enters the subject contact details.

Clicking the field Select opens a drop-down list from which the person responsible selects Phone as Type of contact. In the field on the right, the person responsible enters the phone number +386 1 252 89 000.

Clicking the plus icon confirms the entry, which is visible in a new row.

4. Selecting subject type

In the section Subject type, the person responsible specifies the type of subject that is being entered and add the required data according to the subject type.

To designate DATALAB SI d.o.o. as a supplier, the person responsible enables the toggle button Supplier. The fields for entering the supplier data are displayed.

From the drop-down list of the field Method of procurement, the person responsible selects Domestic - taxpayers.

In the field Default payment method, the person responsible selects 2 - Bank transfer.

In the field Due date, the person responsible enters the agreed date of 30 days and the agreed discount of 25% in the field Contract discount.

5. Saving changes

By clicking the button Save in the command line, the person responsible confirms and saves the subject data entered.

The subject is immediately visible in the database and ready to be used in documents or elsewhere.

IMPORTANT Localized images for this page have not been generated yet and will be inserted at a later stage.