How to Update a Supplier

Edit supplier details or deactivate a supplier you no longer buy from.

What this does

Lets you update a supplier's name, email address, phone number, or address. You can also deactivate a supplier so they no longer appear in dropdown lists when creating bills and purchase orders.

When to use it

Use this when a supplier's details change, or when you stop trading with a supplier and want to remove them from your active lists without losing their transaction history.

Step by step

  1. Go to Suppliers in the Purchases menu
  2. Find the supplier you want to edit and click their name to open the detail page
  3. Click Edit
  4. Update the fields you need to change (name, email, phone, or address)
  5. Click Save
  6. To deactivate a supplier instead, open their detail page and click Deactivate
  7. Confirm when prompted — the supplier will be hidden from new bills and purchase orders but all existing records are preserved
  8. To reactivate a deactivated supplier, filter by inactive suppliers, open the record, and click Activate