Table of contents
No headers

Learn more about page titles
How to edit supplier defaults

Last modified 08:03, 24 Apr 2017
Table of contents
No headers

 

  1. On the main toolbar click the Suppliers  button File:dirname/pm/030_Suppliers/140_How+To.../290_How+to+edit+supplier+defaults/Supplier_button_on_main_toolbar_SMALL.gif.
    The Find Suppliers page is displayed.

  2. In the Search for field, type in the name (or part of the name) of the record you want to search for.

  3. Click Search or press the [Enter] key.
    The results that match your search criteria are listed in the window.

  4. Double–click the record you want to open.
    The Supplier page for the selected record is displayed. The page opens to the Defaults tab.

  5. Edit the settings available on the Defaults tab page.

Related Topics

About Suppliers

How to search for and open a supplier record

The Supplier page

How to view supplier details

The Defaults tab

How to set up supplier defaults


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

Page statistics
51 view(s) and 2 edit(s)
Social share
Share this page?

Tags

This page has no custom tags.
CCH Practice Management

Comments

You must to post a comment.

Attachments

 

 | Cookie Policy | Copyright | Privacy Policy Terms of Use | Contact Us |