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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. See Finding and opening a contact.

  2. Click Convert to supplier on the 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.