Why is this important?

Vendors can change: addresses, contact details, ABNs and trading names. Often, they cease to be a relevant trader. Suppliers should be updated regularly for expenses to be accurate and up to date. That's why editing a supplier record is an important and useful feature.  

Similarly, mistakes happen. Sometimes errors are saved in the system and we need to correct them. 

Editing a supplier lets you:

• Update supplier details
• Mark an old, outdated or blacklisted supplier as DO NOT USE
• Remove an option from the supplier dropdown menu in an expense by marking it as inactive

How it works

You cannot delete a supplier record. Removing a supplier record is performed by editing it as DO NOT USE or editing the Active checkbox.  

When edits are performed:

• Any edits will override the previous record.
• All expenses linked to the old supplier, will change to the new supplier details.
  Consider creating a new supplier record with the new supplier details, if you want your existing expenses to remain the same.  

How to edit a supplier

In order to edit a supplier, you will need to have completed the below steps:

• Add a supplier to job ready
  
  

You will need:

• Master Expense Editor permission enabled
  1. Navigate to the supplier record
  2. Click on the pencil icon in the Supplier details panel
  3. Edit the fields according to your intended updates
  4. Click on Save supplier

To remove the supplier from being selected by staff - when they create a new expense

Edit one of the following fields:

1. Untick the Active box.
   OR
2. Tick DO NOT USE.

• This will also mark the record with a DO NOT USE flag.
• This can be filtered using the 'Exclude do not use?' filter in the All employers list page.

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