Prerequisites
Before you begin, ensure that you have:
Admin role
OR
Necessary permissions to view and edit suppliers on ProcureDesk.
Step-by-Step Instructions
Step 1: Navigate to Supplier Profile
Go to the "Suppliers" section from the left-hand side menu.
Click on the Supplier # to open the supplier profile.
Step 2: Making the changes
On the Supplier profile, click on Actions in the top right corner.
Click on Change Supplier.
This puts the supplier profile in the edit mode. Make the changes and click on save.
FAQs
Are the supplier details updated in the accounting system when updated in ProcureDesk?
Yes, if you have integrated ProcureDesk with your ERP system and enabled the necessary setting on ProcureDesk to sync supplier information back to your accounting software.
Why do I see a sync error after I updated and saved a Supplier?
The sync error indicates that the supplier is not updated in your ERP system. Check the error on ProcureDesk and resolve it on your ERP. If the supplier sync is enabled, the supplier details will sync after the issue is fixed.
If you continue to face issues please contact ProcureDesk Support for assistance.