Viewing, Modifying, Adding, and Deleting a Vendor

Managing vendor information is crucial for maintaining accurate records and efficient operations. This includes viewing, modifying, adding, and deleting vendor details. The steps are as follows:

Viewing and Modifying a Vendor

1. Navigate to Inventory > Purchases > Vendors.
2. Use the search functionality to locate the vendor you wish to modify.
3. Click on the vendor’s name to open their details.
4. Update the necessary fields with the new information.
5. Save the changes by clicking the Save button.

Adding a New Vendor

1. Navigate to Inventory > Purchases > Vendors.
2. Click on the New button to create a new vendor entry.
3. Fill in the required fields such as Vendor Name, Contact Information, and other relevant details.
4. Save the new vendor by clicking the Save button.

Deleting a Vendor

1. Navigate to Inventory > Purchases > Vendors.
2. Use the search functionality to locate the vendor you wish to delete.
3. Click on the vendor’s name to open their details.
4. Click the Delete button to remove the vendor from SapphireOne.
5. Confirm the deletion when prompted to ensure the vendor is permanently removed.

For more detailed instructions, please refer to the Inventory > Purchases > Vendors article.