Edit a Vendor – Steps
- Click on Vendors and select the vendor you want to edit.
- Right click and click on Edit.
- Make the necessary changes in the form and click on Save and close.
Delete a Vendor – Steps
- In case you want to delete the vendor.
- Select the Vendor you want to delete.
- Right Click and click on delete > Yes.
- To make a vendor inactive edit the vendor and uncheck the box which says Vendor is active.
- A vendor cannot be deleted if there are transactions posted in current financial year.
- Also in case there are transactions and the balance is zero, it is always appropriate to make it inactive instead of deleting the vendor.