Editing a Supplier

1.   Click on the Contacts Menu.

2.   Click on the Suppliers option.

3.   Search for the supplier.

4.   Click on the Suppliers name to open for editing.

5.   The General Supplier details will open for editing, make the desired changes, including setting as default or making active/inactive.

A screenshot of a social media post

Description automatically generated

6.   Go to the Contacts Tab.

7.   Click + Link Contact button to link to a contact that you have already added to the Contact, or you may add a New Contact associated with this Supplier.

A screenshot of a cell phone

Description automatically generated 

8.   Search for then click on the Contact's Name to link it to this supplier.

A screenshot of a cell phone

Description automatically generated

9.   You have 3 options after adding your supplier and contact:

    If you need to leave the computer for a few minutes, click Save

    If you are done editing the contact, click Save and Close

    If you want to discard the edits, click Cancel.

A screenshot of a cell phone

Description automatically generated

 

 

 Note:

You can Link another Contact, Edit a Contact by clicking on the Name link, or Unlink the Contact from the supplier by clicking on the X.