Add or Edit a Buyer

On the Buyer page, authorized users can enter and maintain information for each buyer. Follow the steps below to add or edit a buyer record.

Note: If while updating a buyer record you need to clear your changes, click Reset at any time to return to the previous state the page was in before you save your changes.

  1. Go to Maintenance > new world ERP Suite > Procurement > Buyers.
  2. On the Buyer List page, click New or the Buyer Name hyperlink to open an existing buyer record.
  3. Select the Active check box if the buyer is active.
  4. In User, select the user ID of the buyer. This field is required. The combination of User and Employee must be unique.
  5. In Employee, select the employee that represents the buyer. This field is required.
  6. In Phone Number, type the buyer’s telephone number. The formatting for this box is defined in the Phone Number Mask box on the System Setting Maintenance page.
  7. In Extension, type the buyer’s telephone extension number. The maximum length is 6 digits.
  8. In Fax Number, type the buyer’s fax number. The formatting for this box is defined in the Phone Number Mask box on the System Setting Maintenance page. The fax number must be a 10-digit number that includes the area code.
  9. In Alternate Phone Number, type the buyer’s alternative telephone extension number. The formatting for this box is defined in the Phone Number Mask box on the System Setting Maintenance page.
  10. In Commodity, select the commodity to use to filter the options that display in the Available Items list. It is populated with all first level commodities.
  11. The Available Commodities list displays all items to which you have authority. Select a commodity in the list and click an Add button to move it to the Selected Commodities list. At least one commodity item must be selected. You can also press the Ctrl+Click keys to select or deselect multiple commodity items; press the Shift+Click keys to select or deselect a range of commodity items.
  12. Click Save to save this buyer or Save/New to create another buyer.

Delete a Buyer

To delete a buyer, click Delete.

The Delete button is hidden or disabled if you do not have the appropriate security permissions. If you are authorized, when you click Delete you are prompted to confirm the deletion.

See Also

Buyer List