Finding, Editing, or Deleting a Vendor

All your suppliers live in the list at Purchases → Vendors.

Finding a vendorCopy Anchor Link

1. Use the Search vendors… box at the top of the list to search by name.
2. Click the filter button to open the filter drawer, where you can switch between All vendors and Active only. Filters apply immediately — there is no Apply button. The panel names how many filters are on under its title; Clear all in the top-right resets them, and the green button at the bottom — "Show N vendors" — just closes the panel over the list it is already showing.
3. Long lists are paginated — change the page size (10 / 25 / 50) at the bottom.

Viewing a vendor's detailsCopy Anchor Link

Click the vendor's name in the list (or choose View details from the row's ⋯ menu). The detail page shows:

• Catalog Items — the items linked to this vendor, with their unit cost, lead time in days, and whether this is the preferred vendor for the item.
• Contact — name, email, phone, and address.
• Details — status and creation date.

Editing a vendorCopy Anchor Link

1. From the list, open the row's ⋯ menu and choose Edit (or click Edit on the vendor's detail page).
2. Change any field except the Vendor Code, which is locked after creation.
3. Save from the amber bar at the bottom.

Deactivating a vendor (instead of deleting)Copy Anchor Link

There is no delete action for vendors — vendors stay on record because past purchase orders and goods receipts reference them. To retire a supplier:

• From the list, open the row's ⋯ menu and choose Toggle status, or
• On the edit form, switch the Status pill to Inactive and save.

Use the Active only filter to hide inactive vendors from your day-to-day view.

Next: Creating a Purchase Order