View a supplier record
Click Creditors then click Suppliers.
Note: You can see all supplier records displayed. You can narrow down you search using advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.
To view all the information for a supplier record, on the Code or Name column, click the hyperlink, the underlined text to put the supplier record into edit mode. (you don't have to edit anything if you just want to view the records)
Note: The Action Panel automatically opens from the right-hand side of the screen. You can close the panel by clicking on the arrow icon on the right-hand side middle of the screen.
Create a new supplier
Click Creditors then click Suppliers.
Note: All suppliers are displayed for you.
Click + New Record at the top right hand-side of the Customer Records screen.
You can see 4 tabs that you can add information about your supplier. These tabs are:
Details
Terms
Settings
Custom
Each tab is hyperlinked, so you can click on them to see more detailed information about each field.
Note: If your database is subscribed to the Invoice register module, you might also see another tab called Invoice Register Approvers.
Edit a supplier
Click Creditors then click Suppliers.
Note: You can see all supplier records displayed. You can narrow down you search using advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.
To view all the information for a supplier record, on the Code or Name column, click the hyperlink, the underlined text to put the supplier record into edit mode.
Make your changes then click Save.