Navigate to the Suppliers Page
To manage your suppliers, first go to the Suppliers page under the Spend management tab. This is where you can view and edit all your suppliers.
Delete Suppliers
If you need to remove a supplier from your system, you can delete them. Both Pending suppliers and Approved suppliers can be deleted. To do so:
- Locate the supplier you wish to delete.
- Click the bin icon under the Actions column.
- Confirm the deletion when prompted.
Please note, once a supplier is deleted, any unpaid bills to that supplier will revert back to Coding Required so that a new supplier can be entered. Deleted suppliers will not be removed from any paid bills.
Edit Suppliers
If you have the necessary permissions (i.e., 'Edit All Suppliers' access), you can make changes to the details of your suppliers. To edit a supplier:
- Select the supplier you wish to modify
- Make the necessary changes in the form (e.g., contact information, payment details).
- Save your changes once you’re done by clicking Update supplier