Removing a Vendor

Feature Overview

If your restaurant stops working with a supplier, you can remove them from your Katalyst vendor list to keep your records clean and up to date. Removing a vendor does not delete their name from any historical invoices — those records are preserved for accounting and auditing purposes.

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 remove to open their record.
2. On the vendor detail page, click the Delete button or the equivalent remove option.
3. A confirmation prompt will appear asking you to verify the deletion.
4. Click Confirm (or equivalent) to permanently remove the vendor from your list.
5. The vendor will no longer appear in the Vendors list or in vendor selection dropdowns when creating new invoices.

Common Troubleshooting / FAQs

Q: I deleted a vendor but they are still appearing in my Inventory invoice records. Deleting a vendor does not retroactively alter historical invoice records. The vendor name remains on any previously created invoices for record-keeping integrity. Only new invoices created after the deletion will no longer have that vendor as an option.

Q: I accidentally deleted a vendor. Can I restore them? Vendor deletions cannot be undone through the dashboard. If you need to restore a deleted vendor, you will need to create a new vendor record with the same information. Contact Katalyst support if you require assistance with data recovery.