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

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== Summary ==
 
== Summary ==
The following article outlines how to search for a supplier when you don't know their code.
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The following article outlines how to search for a supplier record.
  
 
== More Information ==
 
== More Information ==
From any supplier code field in Platinum you can press {{KeyPress|C-F1}} to launch a search window. All you then need to do is type in part of the name you wish to search on for (e.g. {{DataValue|Bloggs}} for Mr Joe '''Bloggs''') in the search on box.
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From any supplier code field in Platinum you can press {{KeyPress|C-F1}} to launch a search window.  
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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.
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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.
  
See [[Do I have to remember all these customer and supplier codes?|Finding suppliers]].
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{{Tip|text=If only one possible match is found the system will automatically select it. If this is not the correct supplier; press {{KeyPress|C-F1}} again, enter their surname and click {{Button|Add}} to start creating a new record.}}
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=== Adding a new supplier ===
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If the supplier you are searching for is not in the list click {{button|Add}} and follow [[Creating a new customer or supplier]].
  
 
== See also ==
 
== See also ==
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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?]]
* [[How do I find a customer?]]
 
 
* [[Creating a new customer or supplier]]
 
* [[Creating a new customer or supplier]]
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* [[How do I view customer or supplier transaction history?]]
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* [[Setting up an account status]]
  
 
{{KB_Tags|supplier, search, searching, find, finding}}
 
{{KB_Tags|supplier, search, searching, find, finding}}
{{FAQ}}{{How}}{{KB_PL}}{{ZN_Accounts}}{{ZN_Admin}}
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{{FAQ}}{{How}}{{Hint}}{{ZN_Accounts}}{{ZN_PartsCounter}}

Revision as of 11:51, 17 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