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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.

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titleTo change a contact into a supplier
  1. Find and open the contact. See Finding and opening a contactclients and contacts.

  2. Click Convert to supplier on the TASKS Tasks bar. The Convert contact to supplier window opens.

  3. Enter a supplier code for the contact. The code must be a unique entry in the database or an error message is displayed.

  4. Click OK. The Convert contact to supplier window closes. The contact is changed to a supplier. A Supplier page displays the contact as a client.

  5. Complete the information in each tab for the new supplier as required.

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titleRelated topics
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Clients and contacts

Finding and opening clients and contacts

Finding and opening a contact

Using the Client and Contact pagespage

Using the Contact page

Changing client names and codes

Closing a client

Deleting a client (Not available in AO New Zealand)

Changing clients into contacts (Not available in AO New Zealand)

Viewing all clients and contacts in a family group

Changing contacts’ names

Deleting a contact (Not available in AO New Zealand)

Changing contacts into clients

Aliases

Notes on the Main tab

Phone and other details