Vendors

Article Contents: This article covers how to view, search, edit, and delete vendors in Accounts Payable.

Step-By-Step:

Step 1: The Vendors tab under Accounts Payable will allow you to view, create, modify or delete vendor information:

Step 2: You can sort through vendors by clicking the associated column header. Sort by Vendor Name, Vendor ID, Address, City, State or Vendor Type:

Step 3: You can also search by Vendor Name, Vendor ID, Address, City, State or Vendor Type:

Step 4: To modify a specific vendor, click on the edit icon to the left of the vendor name:

This will allow you to edit vendor details. This will also show you open invoices for each vendor.

*Once a vendor has been created, you will not be able to edit or change the Vendor ID.*

Step 5: To delete a vendor or multiple vendors, checkmark next to the vendor(s) and press the delete button found at the bottom of the page. You will not be able to delete vendors that have activity:

Step 6: You will be prompted to confirm your selection. Select OK or Cancel:

If the vendor has activity you will see the following error:

You will not be able to delete this vendor. Click OK to return to the Vendor listing page.

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