The Supplier page

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    The Supplier page has a number of tabs that are used to store specific information. These tabs group information together in a logical manner, so that details are easy to retrieve.

    There are eight tabs in the Supplier page, as listed below. Click a tab name to jump to detailed information on it:

    Changing a supplier's name and code

    You can change a supplier name, or type (person or organisation) or code from this page by clicking in the Supplier Name or Supplier Code fields. You can then access the Amend Supplier Name window where you can type over the current information and then OK to change it. A warning icon File:dirname/pm/030_Suppliers/020_The+Supplier+page/Warning_icon.gif will be displayed if you enter a code that is already in use by another supplier.

    File:dirname/pm/030_Suppliers/020_The+Supplier+page/supp_name_change_docn.jpg

    The Task bar

    When the Supplier page is displayed, the options available on the Task Bar are:

    • Refresh
      Click to refresh the contents of the supplier page.

    • Reopen Supplier
      Click to reopen a supplier that has previously been closed.

    • Close Supplier
      Click to close the selected supplier record. This will remove the supplier from the supplier list. A supplier with unpaid bills/invoices cannot be closed.

    • Delete Supplier
      Click to delete the selected supplier. A supplier with unpaid bills/invoices cannot be deleted.

    • the Activity Task items
      Click one of the available tasks to open the Task Detail page and define a task for the supplier.

    • Convert to Contact
      Click to change the supplier into a contact. A supplier with unpaid bills/invoices cannot be converted to a contact.

    Related Topics

    About Suppliers

    The Defaults tab

    The Main tab

    The Detail tab

    The Extra tab

    The Associated tab

    The Responsibility tab

    The Activities tab

    The Documents tab


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