A supplier’s details can be copied to another supplier. For example, if there are other Citylife properties in the area, whose details match very closely, the already-created supplier can be used as a template.

Copy a Supplier

1. If the supplier to be copied does not exist, create it instead (see Create a Supplier).

2. If the supplier does exist, search for and retrieve it, so that creditor details are displayed on the screen (see Searching for Products or Suppliers).

3. When the details of the supplier to be copied are loaded on screen, click Copy Creditor.

   

4. On the Copy Creditor screen, enter a Code for the new supplier and update the Creditor name.

   NOTE: The new supplier being created must have a different code to any other supplier that exists in the system.

   

   NOTE: The Local Creditor field should only be used if there is a requirement to display an alternative local name.

5. Click Ok.

The following table lists the supplier details and the menu paths to where they are found. Any that require a supplier to be selected are indicated as an intermediate step in the path selection.