Edit a vendor

What this is

Editing a vendor lets you update their contact information, account number, website, or status at any time. The vendor’s history of bills and work orders stays intact — you’re only updating their details.

When to use it: Edit a vendor when their phone, email, or address changes, when you get a new account number with them, or when you want to mark a vendor Inactive because you no longer use them.

Before you start

• The vendor must already exist. See Add a vendor.

Steps

1. In the left sidebar, click Vendors, then click View on the vendor to open their Summary page.
2. Open the Action menu (top right) and choose Edit Vendor.
3. Change any of the fields you need:
   • Vendor Name — the company or person’s name.
   • Address, Country / State / City, Zip Code — remember the location dropdowns cascade if you change the country.
   • Phone numbers, Email, Website — contact details.
   • Account Number — your account number with the vendor.
   • Status — Active, Inactive, or Potential.
4. Click Save.

What you’ll see

After saving, you return to the vendor’s Summary page showing the updated details. The new information appears wherever the vendor is shown, including on bills and work orders going forward.

Tips

• Marking a vendor Inactive keeps all their past bills and work orders while keeping them out of your active vendor dropdowns.

Related articles

• Add a vendor
• Delete a vendor
• Track an asset for a property