Adding suppliers to the database

Last updated:
    No headers

     

    An Add New Supplier Wizard guides you through the stages involved in creating a new supplier in the system quickly and easily. This wizard is your starting point every time you add a supplier to the database.

    As the wizard is designed to quickly and easily guide you through all the required steps, you can simply follow the prompts. However, if you prefer, you can just use the wizard to create the supplier record, or to reach a certain stage in the process, and then complete the process at another time from the Supplier page. The only mandatory steps in the Wizard are the first two. After this you can click the Finish button at any time to save the new supplier with any details entered up to that point. All suppliers created with the Wizard are searchable in the same way as any other supplier, and can therefore be opened and worked on at any time outside of the wizard in the usual way.

    You can cancel the supplier creation at any time during the wizard by clicking Cancel, or you can save the supplier and close the wizard by clicking Finish.

    Note

    When you are working through the Add New Supplier Wizard, if any mandatory fields have not been completed you will remain in the current step and a warning icon File:dirname/pm/030_Suppliers/030_Adding+suppliers+to+the+database/Warning_icon.gif will be placed next to the mandatory fields. Complete these fields then click Next to proceed.

    The steps in the Add New Supplier Wizard are outlined in the diagram below.

    File:dirname/pm/030_Suppliers/030_Adding+suppliers+to+the+database/Supplier_Creation_Wizard_workflow.gif

    Related Topics

    About Suppliers

    How to create a supplier

    The Supplier page

    How to search for and open a supplier record

    How to view supplier details

    How to close a supplier

    How to reopen a supplier

    How to delete a supplier


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