Editing Vendors

Open any vendor from the vendor list to view and update their details. The vendor record is organized into tabs.

Walkthrough

Step 1 of 3Find the vendor

Use the search or filters on the vendor list to find the vendor you want to edit.

General Tab

The General tab contains the vendor's contact and address information:

Field	Description
Vendor Name	The company or vendor name (required)
Vendor Number	A unique identifier. Leave blank to auto-generate
Phone Number	Main phone number
Website	Vendor's website URL
Contact Name	Primary contact person at the vendor
Email Address	Contact email address
Address 1	Street address line 1
Address 2	Street address line 2
City	City
State/Province	State or province
Postal Code	ZIP or postal code
Country	Country

Assets Tab

This tab shows all assets linked to this vendor through the Purchasing tab on asset records. The table displays: Asset Name, Asset Number, Brand, and Model.

Notes, Files, and History Tabs

Tab	Description
Notes	Rich text editor for free-form notes about the vendor
Files	Attach documents to the vendor record
History	Read-only log of every action taken on this record — action type, change summary, user, and timestamp