Edit a Supplier

How to Edit an existing Supplier

 You can edit a Supplier in the Administration / Suppliers menu.

This Document will focus on how to "Edit" an existing Supplier from the Administration / Suppliers menu.

In order to "Edit" a supplier, first locate the Supplier that is to be edited. This can be done using the Filters supplied in the Administration / Suppliers menu.

In this case the Supplier to edited is called "test1234"

Click on the Supplier to highlight it.

Click the  button on the top left-hand side of the screen. Highlighted above. This will open the "Edit Supplier" screen.

After the "Edit Supplier" screen is opened, it is now possible to edit "Supplier Info" and "Billing Info" tabs.

Supplier Information - Contains general information about the Supplier.

Billing Information - Contains financial information about the Supplier. 

Edit the necessary fields for the Supplier.

After editing the Supplier it is now time to save the changes made.

NOTE: It is best practice NOT to change and field marked with a ' * '

Click the  button to save changes made to the Supplier.

(Optionally) Click the  button to cancel changes made to the Supplier.

NOTE: It is best practice to double-check any changes made after "saving". Use the filters to access the supplier again. Verify / Validate changes made. 

You have now successfully edited a Supplier.

In Summary

- Select the Supplier that is to be edited.

- Click the  button to open the "Edit Supplier" screen.

- Update / Change the relevant fields.

- Save the update / changes made to the Supplier.

- Double check that update / changes are correct for the Supplier.