Difference between revisions of "How do I find a supplier?"

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== More Information ==
 
== More Information ==
From any supplier code field in Platinum you can press {{KeyPress|C-F1}} to launch a search window.  
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From any supplier code field in Platinum you can press {{KeyPress|C-F1}} to launch a search window.
* Enter part of their name to search on (e.g. {{DataValue|Bloggs}} for Mr Joe '''Bloggs''') in the {{DataPrompt|Search on}} field.  
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* Enter part of their name to search on (e.g. {{DataValue|Bloggs}} for Mr Joe '''Bloggs''') in the {{DataPrompt|Search on}} field.
* Press {{KeyPress|Enter}} or click {{button|Search}}.
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* Press {{KeyPress|ENTER}} or click {{button|Search}}.
  
 
You will then be shown a list of suppliers with '''Bloggs''' in the name.
 
You will then be shown a list of suppliers with '''Bloggs''' in the name.
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* [[Search exclusions]]
 
* [[Search exclusions]]
 
* [[Do I have to remember all these customer and supplier codes?]]
 
* [[Do I have to remember all these customer and supplier codes?]]
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* [[How do I find a customer?]]
 
* [[Creating a new customer or supplier]]
 
* [[Creating a new customer or supplier]]
 
* [[How do I view customer or supplier transaction history?]]
 
* [[How do I view customer or supplier transaction history?]]

Latest revision as of 05:30, 18 May 2021

Summary

The following article outlines how to search for a supplier record.

More Information

From any supplier code field in Platinum you can press <Ctrl+F1> to launch a search window.

  • Enter part of their name to search on (e.g. 'Bloggs' for Mr Joe Bloggs) in the "Search on" field.
  • Press <Enter> or click [Search].

You will then be shown a list of suppliers with Bloggs in the name.

If only one possible match is found the system will automatically select it. If this is not the correct supplier; press <Ctrl+F1> again, enter their surname and click [Add] to start creating a new record.

Adding a new supplier

If the supplier you are searching for is not in the list click [Add] and follow Creating a new customer or supplier.

See also


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Keywords AND Misspellings
supplier, search, searching, find, finding