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How to change a supplier to a contact

Last modified 12:12, 25 Oct 2012
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NOTE

Suppliers with unpaid bills/invoices cannot be converted to contacts. All bills/invoices must be fully paid before conversion.

  1. Click the Suppliers button on the toolbar.
    The Find Suppliers page opens.

  2. In the Search for field type the name or search criteria for the supplier you want to convert to a contact.

  3. Click the Search button or press the [Enter] key.
    The search results are displayed.

  4. Double-click the record you want to open.
    The Supplier page opens.

  5. Click the Convert to Contact option on the Task Bar.
    The Convert Supplier Confirm message is displayed.

  6. Click Yes.
    The supplier is converted to a contact and the contact page is displayed.

NOTE

If you think you may work with the supplier again in the future, but do not want the supplier record to appear in current reports, you can close the supplier rather than use the delete option. You can then open the record again in the future. The Close Supplier option is available on the Supplier page Task Bar.  You cannot close a supplier if the supplier has any unpaid bills/invoices.

Related Topics

About Suppliers

Adding suppliers to the database

The Supplier page

How to search for and open a supplier record

How to view supplier details

How to create a supplier

How to close a supplier

How to reopen a supplier

How to delete a supplier


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

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