Copy a Supplier Record

You can speed up the process of creating supplier records by copying information from one supplier record into another. Copying a supplier record saves steps when most of the supplier information is the same for the new supplier.

To copy one supplier record to a new supplier record:

1. Open the Supplier workform.
2. Select File > New from the Supplier workform menu bar.

The New Supplier Record dialog box appears.

3. Click Copy Existing Workform to copy the information to a new supplier record.

A new Supplier workform opens with the copied information.

4. Edit the new supplier record as needed.
5. Select File > Save to save the new supplier record.

The record was saved successfully appears in the status bar.