Editing a Vendor

Feature Overview

Vendor contact details, account numbers, and other information change over time as your business relationships evolve. You can update any vendor's information directly from the Vendors page to keep your records current and ensure your team always has accurate supplier contact details.

Prerequisites / Requirements

• Your account must have Vendors edit permissions.

Step-by-Step Guide

1. On the Vendors page, click on the vendor you want to update in the list.
2. The vendor's detail page opens.
3. Click into the fields you want to modify:
   • Update the vendor name, contact details, notes, or any other available fields.
4. Click Save to apply your changes.
5. The updated information will be reflected in the Vendors list and in any invoice records going forward.

Common Troubleshooting / FAQs

Q: I updated a vendor's name but the old name is still showing on past invoices. Vendor name changes apply going forward only. Historical invoices already logged with the old vendor name will continue to display the name as it was at the time of entry. Only new invoices created after the name change will show the updated name.

Q: There is no Edit option on the vendor detail page. Your account may only have Vendors view permission. Contact your restaurant administrator to request Vendors edit access.