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CCH Software User Documentation

How to set up supplier defaults

 

  1. On the main toolbar click the Suppliers button File:dirname/pm/030_Suppliers/140_How+To.../350_How+to+set+up+supplier+defaults/Supplier_button_on_main_toolbar_SMALL.gif.
    The Find Suppliers page is displayed.

  2. In the Search for field, type in the name (or part of the name) of the record you want to search for.

  3. Click Search or press the [Enter] key.
    The results that match your search criteria are listed in the window.

  4. 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.

  5. Set or enter the settings available on the Defaults tab page.

Related Topics

About Suppliers

How to search for and open a supplier record

The Supplier page

How to view supplier details

The Defaults tab

How to edit supplier defaults


© Wolters Kluwer (UK) Limited (trading as CCH Software). All rights reserved.

 

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