Edit or add supplier information

Edit or add supplier information in the Suppliers tab after clicking the Edit button next to a supplier’s name. For example, add a Code to make suppliers easier to find or distinguish from other suppliers with identical names. Codes will appear in the Suppliers tab listing if any are present:

Codes can appear on completed forms after the supplier’s name. To see codes on forms, follow instructions in this Guide.

You can also add custom fields for other information about your suppliers. Under Settings, click Custom Fields and locate the list for suppliers. Click New Custom Field:

Define your custom field. Checkboxes allow you to specify whether the custom field will show as a column in the Suppliers tab list and on printed documents.

You can add a custom field for a point of contact at your supplier:

The results appear as below in the Suppliers tab listing:

and on a purchase invoice:

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