Suppliers Overview

The Suppliers screen facilitates tracking of suppliers transactions. You can add, edit, print, and associate products with suppliers that you enter on the Suppliers screen. To access the Suppliers screen, select Edit Suppliers from the Products and Services pull-down menu.

Adding or Editing a Supplier
  1. Click the Add Supplier button, or highlight the supplier to edit and click the Edit Supplier button.
  2. The Add Supplier/Edit Supplier screen will appear.
  3. Enter the supplier's information: name, address, phone number, products supplied, e-mail address, etc.
  4. In the Comments and Notes section, you may optionally enter in the currency amount that you have spent with this particular supplier.
  5. You can click the History and Other Notes button to enter the dates of orders, what was ordered, and the status of the order.
  6. Optionally, enter information in the Print on check as field. This information is for the To section when creating a check for a supplier.
  7. Click Save to exit back to the Suppliers screen, or Save and Add Another to continue adding suppliers.
Deleting a Supplier
  1. Click to highlight a supplier.
  2. Click the Delete Supplier button.
  3. The Are You Sure? screen will appear.
  4. Click Yes to permanently delete the supplier from the database.
Viewing and Editing Supplier History
You can record any type of text you wish regarding supplier history and information.
  1. Click to highlight a supplier.
  2. Click the Edit Supplier button.
  3. The Edit Supplier screen will appear.
  4. Click the History and Other Notes button located at the bottom of the Edit Supplier screen.
  5. The Supplier History screen will appear.
  6. To add supplier history, type the information on the screen.
  7. Click Print to print the supplier history.
  8. Click OK to exit the Supplier History screen.
Printing Suppliers
  1. You can sort and customize the list of suppliers to include certain fields.
    1. Click Customize View in the left-hand column.
    2. Use the Add and Remove, and the Move Up and Move Down buttons as needed to make the desired changes to the Selected section.
    3. Click the OK button to return to the Suppliers screen.
  2. Click on the column headings, i.e. Name, to alphabetically sort by that column.
  3. Click the Print List button.
  4. The Print Options screen will appear.
  5. Select the printer and page range options.
  6. Click Print.

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