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Add your contacts to the supplier

You need your suppliers on the database to be able to create your product groups and items.

Open the supplier

  • Click on accounts located to the left of the screen and you will see all the active accounts you have.
  • Use ‘Quick find’ on the right of the screen to search for your supplier.
  • Open your supplier record.
  • Add your contacts to the supplier

    • Look for the section with Primary contacts.
    • In the section that says contacts, click on the 3 dots and select ‘New Contact’.
    • You will come to a screen on the right for you to populate with information.
    • Again, the red star indicates the field is mandatory.
    • You will see that the address has been pulled through from the account record.
    • Populate the details you know and click on save and close

    For screen shot please refer to your Byte Sized Butcher book.

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