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.
2. Select {New} under Contacts. A new contact supplier page will open.
3. Complete the General fields for the New Contact.
4. Select {Save}. The page will now show the name of the new supplier contact.
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.
The selected contacts supplier page will open.
4. Make required changes.
5. Select {Save}. A results window will pop-up to indicate the selected contact
saved successfully.
6. Select X to close pop up results window.
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.
3. Select {Delete}. A window will pop-up to confirm selected items to be
deleted.
4. Select {OK} to delete selected items. A results window will pop-up to indicate
the selected contacts have been deleted.
5. Select X to close pop up results window.
