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Changing contacts to suppliers

Accountants Enterprise only

Once contacts start to provide you with goods and services, they cannot remain as a contact in the database. They must be changed to a supplier so that the work they do for you can be tracked and charged.

To change a contact into a supplier

  1. Find and open the contact. See Finding and opening clients and contacts.

  2. Click Convert to supplier on the Tasks bar. The Convert contact to supplier window opens.

  3. Enter a supplier code for the contact. The code must be a unique entry in the database or an error message is displayed.

  4. Click OK. The Convert contact to supplier window closes. The contact is changed to a supplier. A Supplier page displays the contact as a client.

  5. Complete the information in each tab for the new supplier as required.

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