In this lesson, you will learn all about how to create, find, edit, print, and delete a supplier. This lesson assumes that you have carefully read the Quick Start Guide.
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Complete the following scenarios:
Create a new supplier using real data from one of your suppliers. Try to fill in as many of the fields that you can. Show Me
Create a new supplier. Enter “SupplierXYZ” for the Supplier Name. Enter any information you would like for the following fields: Primary Contact, Title, Address Line 1, City, State, Zip, and Phone. Show Me
Create a new supplier. Enter “Supplier789” for the Supplier Name. Enter any information you would like for the following fields: Primary Contact, Title, Address Line 1, City, State, Zip, and Phone. Show Me
Now that you have created some suppliers, let’s practice the various ways of finding them.
Complete the following scenarios:
Use the Simple Search form to find “SupplierXYZ” by the Contact First Name. Show Me
Use the Simple Search form to find “SupplierXYZ” by the Contact Last Name. Show Me
Use the Simple Search form to find “Supplier789” by the Supplier Name. Show Me
Use the Simple Search form to find “Supplier789” by the Supplier Number. Show Me
Use the Summary of Suppliers & Vendors form to find “SupplierXYZ”. Show Me
Use the Summary of Suppliers & Vendors form to find all the suppliers that begin with the letter “C”. Show Me
Use the Summary of Suppliers & Vendors form to find “Supplier789” by filtering for the Contacts First Name. Show Me
Use the Summary of Suppliers & Vendors form to find all the suppliers that are not located in your State. Show Me
Use the Summary of Suppliers & Vendors form to find all the suppliers that have a Zip Code beginning with “88”. Show Me
Use the Summary of Suppliers & Vendors form to find all the suppliers that are located in the City of “Arlington”. Show Me
Use the Summary of Suppliers & Vendors form to find a supplier by the last four digits of their Phone number. Show Me
Use the Summary of Suppliers & Vendors form to find the supplier that comes last in the alphabet. Do this without scrolling down to the bottom of the list. Use an option from the right-click menu. Show Me
Use the Summary of Suppliers & Vendors form to find all the suppliers that fall under the Category of “Drums”. Show Me
Use the Suppliers & Vendors form to find all the suppliers that begin with the letter “A”. Show Me
Use the Suppliers & Vendors form to find a supplier with the Last Name of “Jones”. Show Me
Use the Suppliers & Vendors form to find all the suppliers that are in the State of California. Show Me
Use the Suppliers & Vendors form to find all the suppliers whose Company Names begin with “A” or “B”. Show Me
Complete the following scenarios:
Edit the Products/Services field of “SupplierXYZ”. Show Me
Change the Payment Terms for “Supplier789”. Show Me
Add a new Contact to “SupplierXYZ”. Show Me
Complete the following scenarios:
Print a summary of all the suppliers and their addresses by using the Summary of Suppliers & Vendors form. Show Me
Print “SupplierXYZ’s” record and contact information. Show Me
Print a supplier listing sorted by the Supplier Name. Show Me
Complete the following scenarios:
Delete “Supplier789”. Show Me
ID: L1006