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How to update a Supplier's default Currency or Account?
How to update a Supplier's default Currency or Account?

This guide will assist you in updating the default currency for a supplier in ProcureDesk.

Updated over 3 months ago

Prerequisites

Before you begin, ensure you have the following:

  • Permission to View and Update suppliers.

Step-by-Step Instructions

  • Go to the Supplier's Module:

    • Navigate to the supplier's module.

    • Open the supplier you need to update.

  • Edit the Supplier By clicking on "Change Supplier"

    • Click on "Actions" on the right corner > Change Supplier.

    Update the Default Currency:

    • Go to the Other Details section.

    • In the "Default Currency" dropdown, select "EUR" for an example.

    • Click on "Submit" to save the changes.

    Update the Default Account:

    • In the Other Details section, go to the Account dropdown.

    • Select the default account for this supplier.

    • Click on "Submit" to save the changes.

FAQs and Troubleshooting

  1. Can I update the default currency for multiple suppliers at once?

    • No, you'll need to update the default currency for each supplier individually by following the provided steps.

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