| □ | 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 a Wholesale Group: |
| • | From the Main Menu Select the Maintenance menu and Choose the Accounts Receivable sub-menu, then Click on the Wholesale Groups option. |
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, New, Edit, Delete, Cancel, Save, and Refresh options; as well as special Print and Search functions. |
| • | Record Editing section - The details of the currently selected record are displayed below the Navigation Menu at the center (Main Body) of the Wholesale Groups Form. |
| • | Table View tab - A tabular (spreadsheet style) Table View of the currently defined Wholesale Groups is accessible by Clicking the Table View tab at the bottom of the Wholesale Groups Form. |
| • | This Table View information may be Pinned in Place by Clicking the Pin Icon on the right. |
| • | To display a specific Wholesale Group record in the Record Editing section, Click on that record within the Table View section, or use the Search Icon (see the "Using the Special Functions" section later in this chapter). |
Wholesale Groups Form - with Table View tab Pinned Open
| ▪ | You may Un-Pin this Table View by Clicking the Pin Icon again. |
| ▪ | Click on any listed record to display that information in the center (Main Body) of the Form. |
| • | There are three columns of data in this Wholesale Groups Record Listing: |
| 1) | ID - The record ID assigned by the system when the Wholesale Group entry is originally saved. |
| 2) | Description - The actual explanation for the addition of, or loss of an Account. |
| 3) | Comment - A specific explanation for the purpose of this Wholesale Group. |
| • | Each column's Header Name describes the data contained in that column. |
| ▪ | Clicking on a Header Name will set the order in which the Wholesale Groups will be listed. |
| ▪ | Clicking on the same Header Name will set the order in the opposite direction (ascending vs. descending). |
| ▪ | The Header Name that is determining the Order of the list will have an Icon indicating the Order displayed next to that Header Name. |
| • | 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 section. |
| • | 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. |
| • | 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. |
| □ | Using the Special Functions on the Navigation Menu at the top of the Wholesale Groups Form: |
| • | Print - Click the Print Icon to View and/or Print a list of the Wholesale Groups. |
| • | Yes - Click the Yes button to View a copy of the report. |
| • | No - Click the No button to open the Windows® Print dialog where a copy of the report may be sent to a selected Printer, or Printed to a File. |
| • | Cancel - Click the Cancel button to close this Print question and return to the Form. |
| • | Search - Click the Search Icon to open the Search Wholesale Groups dialog. |
Search dialog
| • | See the "Using the Generic Search dialog" section in the Advanced Search Dialog chapter for more information about this Search dialog. |
