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How to close a supplier

Last modified 08:03, 24 Apr 2017
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NOTE

A supplier with unpaid bills/invoices cannot be closed.

  1. Click the Suppliers button File:dirname/pm/030_Suppliers/140_How+To.../210_How+to+close+a+supplier/Supplier_button_on_main_toolbar_SMALL.gif 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 delete.

  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 Close Supplier option on the Task Bar.
    The Close Supplier confirmation message is displayed.

  6. Click Yes.
    The supplier is closed and will be listed on the search results page only when you select the Include Closed Suppliers check box at the bottom of the Find Supplier page.

Related Topics

About Suppliers

Adding suppliers to the database

How to create a supplier

How to search for and open a supplier record

The Supplier page

How to view supplier details

How to change a supplier to a contact

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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