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 > Inquiry and select the Vendors item. SapphireOne will display a screen with a list of Vendors currently in the data file
   • If the list is very large the user Filter the list using the CMD+F key combination to assist in locating the Vendor you wish to view or modify.
2. Open the Vendor or Vendors that you want to view or modify.
3. Update the necessary data entry fields with the new information.
4. Save the changes by clicking the green tick button on the main toolbar.

Adding a New Vendor

1. Navigate to Inventory > Purchases > Inquiry and select the Vendors item. Sapphire one will display the Vendors screen with a list of Vendors currently in the data file.
2. Click on the blue + button on the main toolbar. SapphireOne will display the New Vendors screen ready for data entry.
3. Fill in the required fields which include the Vendors Name, Contact Information, and other relevant details.
4. Save the new Vendor by clicking the green tick button on on the main toolbar.

Making a Vendor Inactive

Vendors cannot be deleted, but they can be made inactive so they do not appear in regular lists. For further details use the link at the bottom of this article. Once the Vendor has a zero balance use the following procedure to make them In-active:

1. Navigate to Inventory > Purchases > Inquiry and select the Vendors item. Sapphire one will display the Vendors screen with a list of Vendors currently active in the data file.
2. From the list of vendors, select the one you want to make inactive.
   • If the list is large, use the CMD+F key combination to filter and locate the required Vendor.
3. Open the Vendor for modification, then de-select the Active checkbox on the right-hand side of the Vendor area at the top right hand side of the Details page.
4. Save the changes to the Vendor’s master record by clicking the green tick button on the main toolbar which will make the Vendor inactive.
5. This Vendor will now not be displayed in the list of Vendors unless the user opts to display inactive Vendors in the list. To view inactive Vendors, ensure the relevant filter is applied to include them in the list.

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