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How to delete a supplier

Last modified 08:03, 24 Apr 2017
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NOTE

A supplier with unpaid bills/invoices cannot be deleted.

  1. Click the Suppliers button File:dirname/pm/030_Suppliers/140_How+To.../240_How+to+delete+a+supplier/Supplier_button_on_main_toolbar_SMALL.gif on the toolbar.

    The Find Supplier 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 required record in the list.

    The Supplier page opens.

  5. Click the Delete Supplier option on the Task Bar.

    The Delete Supplier Confirm message will display.

  6. Click Yes.

    The supplier is removed from the database.

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. This will also close all the supplier's activities. You cannot close a supplier if they have any unpaid bills/invoices. The Close Supplier option is available on the Supplier page Task Bar.

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 close a supplier

How to reopen a supplier


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

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