Accountants Enterprise only
Once contacts start to provide you with goods and services, they cannot remain as a contact in the database. They must be changed to a supplier so that the work they do for you can be tracked and charged.
|title||To change a contact into a supplier|
Find and open the contact.
Finding and opening a contact
Click Convert to supplier on the
Convert contact to supplier
Enter a supplier code for the contact.
The code must be a unique entry in the database or an error message is displayed.
The Convert contact to supplier
window closes. The contact is changed to a supplier. A
page displays the contact as a client.
Complete the information in each tab for the new supplier as required.