How to close a supplier

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    NOTE

    A supplier with unpaid bills/invoices cannot be closed.

    1. Click the Suppliers button File:dirname/pm/030_Suppliers/140_How+To.../210_How+to+close+a+supplier/Supplier_button_on_main_toolbar_SMALL.gif on the toolbar.
      The Find Suppliers 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 record you want to open.
      The Supplier page opens.

    5. Click the Close Supplier option on the Task Bar.
      The Close Supplier confirmation message is displayed.

    6. Click Yes.
      The supplier is closed and will be listed on the search results page only when you select the Include Closed Suppliers check box at the bottom of the Find Supplier page.

    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 reopen a supplier

    How to delete a supplier


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