Prerequisites
Necessary permissions to update and view Suppliers.
Step-by-Step Instructions
Step 1: Open the Pay Menu
Navigate to the Pay > Supplier section from the left menu.
Step 2: Search for the Supplier
Use the search bar to locate the specific supplier you need to modify.
Step 3: Access the Supplier Details
Select the supplier from the search results to open its details page.
Step 4: Navigate to Actions
Click on the "Actions" button.
Step 5: Change Supplier Status
Select "Change supplier" and press the button to set the supplier's status to inactive. Once the supplier is inactive, it will no longer appear in selection menus when creating new documents, though all historical data and records associated with the supplier will remain accessible.
Step 6: Save Changes
Click on "Save" to apply the changes.
Deleting Unwanted Supplier Contacts
To remove outdated or unnecessary contacts from a supplier's profile, follow these steps:
Open the supplier’s profile.
Click on the 'Edit' button to enter edit mode.
Locate and delete the unwanted contact addresses.
Save your changes to update the supplier's profile. Making suppliers inactive rather than deleting them allows you to retain critical historical data, offering a clutter-free yet auditable record system.