Who is this article for?

Users responsible for managing supplier accounts.

Supplier Note Edit or Supplier Note Delete permissions are required.

Notes are useful ways to store information relating to the supplier record, such as opening hours, notes relating to process, or any other piece of information useful in your interactions.

Adding a note

To add a note:

1. Open the Supplier module.
2. Open a supplier record.
3. Expand the Properties section.
4. Click Add note.

5. Enter your note information.
6. Click OK.

7. Click Save.

Editing a note

To edit a note:

1. Open the Supplier module.
2. Open a supplier record.
3. Expand the Properties section.
4. Right click on a note.
5. Select either View/Edit Notes or Edit Note...

6. Update the note information.

7. Click OK.
8. Click Save.

Deleting a note

To delete a note:

1. Open the Supplier module.
2. Open a supplier record.
3. Expand the Properties section.
4. Right click on a note.
5. Click Delete Note.

6. Click Save.

Deleted a note by accident? You only confirm the deletion when you click Save on the supplier record. If you have accidentally deleted the note, close the record and do not save the changes.