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 top right corner, choose the Search for Page or Report icon, enter Salespeople/Purchasers, and then choose the related link.
2. In the Salespeople/Purchasers window, choose New and fill in the fields.
3. In the Salesperson/Purchaser Card window, fill in the fields.

To assign purchasers to vendors

1. In the top right corner, choose the Search for Page or Report icon, enter Vendors, and then choose the related link.
2. Open the relevant vendor card for the vendor that will be assigned a purchaser.
3. In the Purchaser Code field, select the applicable purchaser code and choose the OK button..

See Also

Set Up Purchasing
Manage Payables

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