How do I update a Vendor's details?
You can update a Vendor’s information by following the steps below:
- Go to the Manage tab/Vendors subtab.
- Search for the vendor you want to edit by using the Search bar or by scrolling down the list of vendors.
- Choose the vendor you want to update by clicking on it.
- You will be prompted with a Vendor Update screen:
- The main details to update are Name, Website and Primary email address.
- If you click on More Details, you'll be able to update additional optional information such as Phone Number, Payment Terms, Billing email address, etc.
Click on Update to save changes.
