Editing A Supplier Record

In certain cases the System Administrator may be required to edit an existing Supplier record. To do this:

1.      Find and open the Supplier record for the required Supplier. See Finding Suppliers.

Note: When you open a saved Supplier record (i.e. in non-amendable mode) you will see additional tabs/headers. For details see Viewing A Supplier Record.

2.      Make the record active by selecting Amend from the Toolbar - Sub Menu:

3.      Make your changes by clicking on the tabs as necessary. For details see:

• Entering Supplier Main Details

• Entering Supplier Extra Information

• Entering Supplier PO Documentation

• Entering Supplier SRN Documentation

You may also enter and amend the following on a Supplier record:

• Supplier Notes. See Creating Supplier Notes.

• Supplier Contacts. See Adding Supplier Contacts.

• Supplier Tasks. See Tasks Tab: Viewing Supplier Tasks.

• Supplier default contacts for documents. See Setting Up A Supplier's Default Document Contacts.

For further details on the various available tabs see Viewing A Supplier Record.

4.      When you have finished making changes, select Save from the Toolbar - Sub Menu to save and close the amended record.

NEXT: Deleting A Supplier Record