How to: Set Up Purchasers

If several purchasers work at your company, you can set them up in a window and assign them each a code. You can then use the codes to prepare statistics and to filter information in printed reports.

To set up purchasers

  1. In the Search box, enter Purchasers, and then choose the related link.

  2. In the Salespeople/Purchasers window, on the Home tab, in the New group, choose New and fill in the fields.

  3. In the Salesperson/Purchaser Card window, fill in the fields.

    For more information about a specific field, select the field, and then press F1.

See Also

Tasks

How to: Assign Purchasers to Vendors