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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.

To change a contact into a supplier
    1. Find and open the contact.


Finding and opening a contact

    1. Click Convert to supplier on the Tasks bar.


Convert contact to supplier

      window opens.
    1. Enter a supplier code for the contact.

      The code must be a unique entry in the database or an error message is displayed.
    1. Click OK. 


Convert contact to supplier

      window closes. The contact is changed to a supplier. A


    page displays the contact as a client.
  1. Complete the information in each tab for the new supplier as required.