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Add New Supplier Wizard - Step 3

Last modified 08:03, 24 Apr 2017
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The fields on this window are identical to those on the Detail tab of the Supplier page.

  1. There are two ways you can enter addresses for suppliers in the Add New Supplier Wizard:

  2. by entering a new address

    1. On the Add New Supplier Wizard - Step 2 window, click Search.
      The Address Maintenance window appears.

    2. Enter the house name and number, street name, town, county, postcode and country details.

    3. Click Link.
      You are asked to confirm if you would like to link the address to the current contact.

    4. Click Yes to confirm.
      The Select an address type window appears listing all the available types.

    5. Select the type of address you want to enter. For example, indicate if the address is the registered, head office or residential address, and then click OK.
      The
      Success message appears informing you that the address was linked successfully. A new row appears above the newly entered address to allow you to enter additional details.

      Note
      : The Address Type options available in the drop-down list depend on the types set up in the Maintenance menu.

    6. When you have finished entering addresses, click OK on the Address maintenance window to save the address and close the window.
      The new address is displayed in the Wizard.

    The new address is added to the database and can be linked to other contacts, clients, suppliers and employees.

     

  3. by linking an existing address to the supplier

    To link an existing address to the supplier:

    1. Click Search. The Address Maintenance window appears.

    2. On the Address Maintenance window, from the Find a drop-down list select the part of the address you want to search on. Then enter the search text in the which starts with field.  You can search on Town, County, Postcode, Country, Surname/Company, Client/Supplier code and Address lines (street names).

    3. Click Search.
      Addresses that match the search criteria are listed.

    4. Click the address you want to link the supplier to and then click Link.
      If you have not selected an address type in the Wizard, the Select an address type window is displayed listing all the available address types.

    5. Select an address type and click OK. The Success window appears informing you that the address was linked successfully.

    6. Click OK to close the message.

    7. Click OK on the Address Maintenance dialog to close it.
      The selected address and address type are displayed in the Wizard. To enter additional addresses for the supplier, repeat the above procedure.

  1. Enter the Phone, Fax, Mobile and email details, and Other details such as Website address, Home phone, Personal web address and Personal email.

  2. On the Wizard, click Next.
    The Step 4 window appears.  This is where you enter notes on the supplier, if required.

Related Topics

How to create a supplier

Add New Supplier Wizard - Step 2

Add New Supplier Wizard - Step 4

How to delete a supplier


© Wolters Kluwer (UK) Limited (trading as CCH Software). All rights reserved.

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