Keep your vendor records accurate and up to date by editing vendor profiles. Maintaining current information ensures smooth operations, accurate reporting, and seamless transaction management.

How to Edit a Vendor Profile

Step 1: Open the Vendors Page

From the left-hand navigation panel, click Vendors to view your vendor list.

Step 2: Locate the Vendor

Use the search bar or scroll through the list to find the vendor you want to update.

Step 3: Open the Vendor Profile

Click Edit next to the vendor’s name to open their profile for editing.

Update General Information

Step 4: Edit Details

In the General Info tab, you can update:

• First Name and Last Name

• Email Address

• Phone Number

• Company Name

• Address Details (billing and shipping)

📌 Note: If the shipping address is different from the billing address, make sure to update both.

Step 5: Save Changes

After making all updates, click Save to apply the changes.

✅ Success! The updates will now reflect across all relevant modules and transactions.

Important Notes

• Updates to vendor profiles are reflected across all associated modules and transactions.

• Changes to financial accounts may affect accounting reports — review carefully before saving.

• Some fields may not be editable if the vendor is linked to active transactions.

Next Steps

After updating a vendor profile, you can:

• Record or track bills and payments associated with the vendor

• Continue managing active or inactive vendors efficiently

• Ensure all transactions are aligned with the updated vendor information

Explore more guides in our Help Center to manage vendors, bills, and payments effectively.