How to add address details for a supplier

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NOTE

You can add and edit addresses in the Address Maintenance window regardless of which Supplier page you access the window from. However, if you want to create a link between an address and a supplier, you will need to open the Supplier page for that supplier to create it.

You can add an address to a supplier's profile in one of two ways:

create a new address and link it to the supplier.
create a link between an existing address and the supplier.

The instructions for both of these methods are detailed below.

NOTE

New address types and Other Details types must be created by the system administrator using the Maintenance>System>Address/Phone>Address Type...and Phone/Email Types... menu before they can be accessed from within the Detail tab. An address type can only be used once per supplier.

To create a link to an address for a supplier

On the main CCH Practice Management toolbar click the Suppliers button .
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.
Click Search or press the [Enter] key.
The records that match your search criteria are listed in the window.
Double-click the record in which you want to create the address link.
The Supplier page for the selected record is displayed.
Click the Detail tab to display it.
Click the Search button below the Address Type box.
The Address Maintenance page opens displaying any addresses currently linked to the selected supplier.
Search for the address you want to link to by making a selection from the Find a list and entering the part of the address to search on in the which starts with field.
To search based on a phrase or part of a phrase occurring in any part of the address, from the Find a drop-down list, select Address Lines.
Click the Search button.
Addresses that match your search criteria are listed.
Click the address you want to link to the supplier to highlight it.
Click the Link button.
The Select an address type window displays, listing all the available address types not yet in use by the supplier.
Click the address type to be assigned to the new address and click OK.
A Success message confirms that the address was linked successfully. A number is placed in the left hand column to show you how many contacts, clients or suppliers are linked to the address.
Click OK to close the window.
The linked address is now displayed in the Supplier page when you select the type in the Address Type field.

To add a new address for a supplier

On the main CCH Practice Management toolbar click the Suppliers button .

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.
Click Search or press the [Enter] key.

The records that match your search criteria are listed in the window.
Double-click the record you want to add the address for.

The Supplier page for the selected record is displayed.
Click the Detail tab to display it.
Click the Search button.

The Address Maintenance page opens displaying any addresses currently linked to the selected supplier.
In the blank data entry line at the top, type the address into the fields. Use the [Tab] key to go to the next field.
Press [Enter], or click anywhere outside the data entry line.

The Link New Address message displays.
Click Yes to link the new address to the selected supplier or No to add the address to the database without linking it.

Choosing No adds the new address to the list. Choosing Yes displays the Select an address type window listing all the available address types not yet used by the supplier.
In the Select an address type window, click the type to be assigned to the new address.

NOTE

There must be an available address type for the address to be linked to for the supplier. If the supplier already has an address entered for each of the available types you will not be able to link until an address type has been freed or created for the supplier.

Click OK.

The new address is added to the list. The number 1 is placed in the left hand column to indicate that the address has one contact, client or supplier linked to it.
Click OK to close the window.

The new address is viewable in the Supplier page when you select the type from the Address Type pick list.