Adding, Deleting, or Modifying a Supplier/Vendor

Modified on: Wed, 7 Jan, 2026 at 3:16 PM

Overview

Add new suppliers/vendors, delete unused ones, or edit supplier/vendor details directly from the supplier/vendor list.

Add a supplier/vendor: Click Insert New Row on the toolbar at the bottom of the screen, enter supplier/vendor details, then click the Checkmark to Save. To cancel, click the X.
Delete a supplier/vendor: Select the supplier/vendor, click Delete, then click OK to confirm. Note: If the supplier/vendor has been referenced in transactions, deletion is not allowed.
Modify a supplier/vendor: Select the supplier/vendor, click the Modify tab, edit details, then click the Checkmark to Save. To discard changes, click the X.

Supplier/vendor records reflect the additions, deletions, or edits you made. Referenced suppliers/vendors cannot be deleted.

Delete option fails - The supplier/vendor is referenced in one or more transactions; consider editing instead of deleting.
Changes did not save - Confirm you clicked Save on the appropriate tab and there were no validation warnings.