startHow to create a supplier
How To

How to create a supplier

CCH Practice Management
Last update: Reading time 2 minutes
Suppliers

    The six-step Add New Supplier wizard guides you through the supplier creation process. Steps 1 and 2 of the Wizard are mandatory. You can cancel the supplier creation at any time during the Wizard by clicking Cancel. After you have completed Step 2, you can save the supplier and close the Wizard by clicking Finish. The supplier will be created using the information entered in the wizard. You can later add to or edit these details on the Supplier page.

    Note: When you are working through the Wizard, if any mandatory fields have not been completed you will not be able to proceed to the next step. A warning icon File:dirname/pm/030_Suppliers/140_How+To.../220_How+to+create+a+supplier/Warning_icon.gif will be placed next to the mandatory fields that need to be completed. Complete these fields and then click Next to proceed.

    How to create a new supplier

    From the main menu, select File > New > Supplier. The Add New Client Wizard window opens at Step 1.

    Mandatory Steps:

    1. Step 1

    2. Step 2

    Optional Steps:

    1. Step 3

    2. Step 4

    3. Step 5

    4. Step 6

    When you have finished entering details, click Finish to create the supplier and exit the wizard.

    Related Topics

    About Suppliers

    Adding suppliers to the database

    The Supplier page

    How to search for and open a supplier record

    How to view supplier details

    How to change a supplier to a contact

    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.

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