Suppliers - Editing a Supplier


Overview

Suppliers in the system are the companies that you purchase stock and materials from whether it is stock or finishing supplies.

 

Editing a Supplier

Step     Action

  1.        Select {Settings} and then select {Vendors/Suppliers} under Dockets.

  2.        Select {Suppliers} on the right-hand side of screen to auto scroll to Suppliers

             section.

  3.         Hover mouse over the name of supplier to be edited and select the pencil icon that appears
             on the right-hand side of the name. Select the pencil icon. 

      The selected Suppliers edit page will open.


  4.        Make required changes.

Field

Description

General

To edit or add supplier name, supplier contact information (phone, fax, email, etc), website information, and tags to be edited. (See Suppliers-New Supplier)

Locations

To edit, add, or delete Locations. (See Suppliers-Locations)

Contacts

To edit, add, or delete Contacts. (See Suppliers-Contacts)

 Notes
To edit, add, or delete Notes. (See Suppliers-Notes)




Watch Editing a Supplier