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Editing Vendors

Open any vendor from the vendor list to view and update their details.

Walkthrough​

Step 1 of 3Find the vendor
Find the vendor
Use the search or filters on the vendor list to find the vendor you want to edit.

General Tab​

Update any of the vendor's fields — name, contact information, and address. See Adding Vendors for a description of each field.

Vendor Assets​

This tab shows all assets associated with this vendor through the Purchasing tab. It provides a quick way to see everything your organization has purchased from or serviced by this vendor.

From this tab you can:

  • Click an asset to open its detail record.
  • See the purchasing details for each asset.

Notes, Files, and History​

Like asset and people records, vendor records include:

  • Notes — Free-form rich text notes (e.g., contract terms, account details).
  • Files — Attached documents (e.g., contracts, invoices, service agreements).
  • History — A read-only log of all changes to this record.