Suppliers - Supplier Contacts


Overview

Suppliers in the system are the companies that you purchase stock and materials from whether it is stock or finishing supplies.

 


Adding a Supplier Contact

Step     Action

  1.      Select {Contacts} on the right-hand side of screen to auto scroll to Contacts

          section.


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  2.     Select {New} under Contacts. A new contact supplier page will open. 

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  3.      Complete the General fields for the New Contact.   

  4.      Select {Save}. The page will now show the name of the new supplier contact.

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Editing a Supplier Contact

Step     Action

  1.      Select {Contact} on the right-hand side of screen to auto scroll to Contacts

             section.

  2.      Hover mouse over the name of address to be edited under Contacts. A pencil

          icon will appear on the right-hand side of the name. Select the pencil icon.

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          The selected contacts supplier page will open.

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  4.      Make required changes.

  5.      Select {Save}. A results window will pop-up to indicate the selected contact

             saved successfully.

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  6.      Select X to close pop up results window.


Deleting a Supplier Contact
Step     Action

  1.      Select {Contacts} on the right-hand side of screen to auto scroll to Contacts

             section.

  2.      Select entries under Contacts to be deleted by checking boxes on the 

          left-hand side. All entries can be deleted by checking box to left of {New

          under Contacts

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  3.      Select {Delete}. A window will pop-up to confirm selected items to be 

          deleted.

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  4.      Select {OK} to delete selected items. A results window will pop-up to indicate

          the selected contacts have been deleted.

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  5.      Select X to close pop up results window.