Suppliers are individuals or organisations that provide your practice with goods or services. Suppliers might include stationers, specialist consulting services, courier services, maintenance contractors, etc.
When working with suppliers, your starting point is the Supplier page. From here you can view, amend and add information such as addresses, contact numbers, notes, activities, billing information and documents. The Supplier page is accessed by clicking the Supplier button on the main toolbar and entering the name of the supplier you want to view in the Find Supplier window.
Click the Supplier button on the menu bar to access supplier screens.
When you need to create a new supplier, choose File>New>Supplier to launch the Wizard that will guide you through the process.
For users who have both CCH Practice Management and CCH Central installed, note that for fields shared by the two products you must always add or update information within CCH Practice Management, not in the CCH Central database. The information flow is only one way from CCH Practice Management to the CCH Central database.
Adding suppliers to the database
How to create a supplier
How to search for and open a supplier record
How to view supplier details
The Supplier page
How to close a supplier
How to reopen a supplier
How to delete a supplier
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