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Add New Supplier Wizard - Step 5

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

  1. Select the Relationship Type from the drop-down list and then click:

  2. Add to add a relationship to a contact that already exists in CCH Practice Management

    Clicking the Add button opens the Associate Existing Contact window.

    1. From the Relationships table, select one that applies to the association you want to add.
      The selected relationship is displayed in the Relationship field.

    2. Click in the Contact field to display the Find button.

    3. Click the Find button next to the Contact field to open the Find Contacts window.

    4. In the Search for field, type in the name of the contact to search for and press [Enter].
      The results are listed.

    5. Select the required contact from the list displayed and click OK.
      The Find Contacts window closes. The selected contact is displayed in the Contact field in the Associate Existing Contact window.

    6. Click OK in the Associate Existing Contact window to close it. The new association is listed in the Step 5 window.

    7. Click the adjacent plus sign icon to view the relationship.

    8. To view address details along with the relationship details, select the Show address check box.
      To view notes along with the relationship details, select the Show notes check box.
      If you do not want to view the address or notes, ensure that the related check boxes are clear.

  3. Add New to enter details of a related contact that does not exist in CCH Practice Management

    Clicking Add New opens the Associate New Contact window.

    1. From the Relationship table, select one that applies to the contact you want to add.  The selected option is displayed in the Relationship field below the table.

    2. Specify the gender of the contact you are entering.

    3. Enter the following for the associated contact:

    Title
    First , Middle and Last name
    Suffix
    Salutation
    Mailing Name
    Initials

    1. Select the Organisation check box if the new contact is not an individual.

    2. Click OK to save the details and close the window. The new association is listed in the Step 5 window.

    3. Click the adjacent plus sign icon to view the relationship.

    4. To view address details along with the relationship details, select the Show address check box.
      To view notes along with the relationship details, select the Show notes check box.
      If you do not want to view the address or notes, ensure that the related check boxes are clear.

NOTE

When you use the Add New button to create an association, the new contact is added to the system as a contact. You can then click their name in the Associated tab, or search for them and fill in the details in their Contact page as you would with any other contact. You can then convert the new contact into a client or supplier if required.

  1. On the Wizard, click Next. The Step 6 window appears.
    This is where you enter payment and bank details for the supplier.

Related Topics

How to create a supplier

Add New Supplier Wizard - Step 4

Add New Supplier Wizard - Step 6

How to delete a supplier


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

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