How To
How to set up supplier defaults
CCH Practice Management
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On the main toolbar click the Suppliers button
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The Find Suppliers page is displayed. -
In the Search for field, type in the name (or part of the name) of the record you want to search for.
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Click Search or press the [Enter] key.
The results that match your search criteria are listed in the window. -
From the list double–click the record you want to open.
The Supplier page for the selected record is displayed. The supplier page opens to the Defaults tab. -
Set or enter the settings available on the Defaults tab page.
Related Topics
How to search for and open a supplier record
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