How to Edit Supplier Details

Keep supplier information up to date, including contact details and automated notification schedules.

Admin: Full Access

Super User: Edit Data Only

Basic User: View Only

Edit a Supplier

1. Navigate to Admin > Suppliers.

2. Select the checkbox next to the relevant supplier.

3. Click Actions (three dots) and select Edit.

4. Update the required fields:

   • Supplier Name

   • Primary Email Address

   • Owner

   • CC Recipients

5. Adjust the Order Schedule: IF REQUIRED

   • Daily

   • Weekly

   • Monthly

6. Update Address & Contact Details, including the primary contact name.

7. Select Save.
   
   

A confirmation toast will appear: “Supplier updated”.