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How to view supplier details

Last modified 08:03, 24 Apr 2017
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To view detailed information for a supplier you need to open the Supplier page and select the relevant tabs to view the information you require.

To view details in the Supplier page:

  1. Click the Supplier button File:dirname/pm/030_Suppliers/140_How+To.../370_How+to+view+supplier+details/Supplier_button_on_main_toolbar_SMALL.gif on the main toolbar.
    The Find Supplier page opens.

  2. In the Search for field, type the name or search criterion for the supplier you want details for.

TIP

To display all the suppliers, either leave the Search for field blank and then click Search, OR type "%" in the Search for field and then click Search.

  1. Select the Hide form when only one item found check box if required.

    If you select the Hide form when only one item found check box, and there is only one record that matches your search criteria, the application directly displays the relevant page for that record instead of the search results page, where you would have to click the listed record to open it.

  2. Select the Search any part of name/code check box if required.

    If you select the Search any part of name/code check box, the search results will contain the search criterion in any part of the record name. When this check box is clear, only records with the search criteria at the beginning of the name will be returned. For example:

      • you enter ' mit' in the Search for field when searching for an employee. The Search any part of name/code check box is clear. The results will only contain employees with ' mit' at the beginning of their first or last name, such as 'Mitchell' or ' Mitch'.

      • you enter ' mit' in the Search for field when searching for an employee. The Search any part of name/code check box is selected. The results will shown any employee whose name contains ' mit' somewhere within it, such as 'Smith', 'Mitchell' or ' Amit'.

     

  3. Select the Include closed suppliers check box if required.

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

  5. Double-click the record in the list that you want to view details for.
    The Supplier page opens.

  6. Click through the tabs within the page to view the various areas of information.
    Click the following tab names for detailed information:

 

Related Topics

About Suppliers

How to search for and open a supplier record

The Supplier page


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

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