How Do I Deactivate, Reactivate, Delete, or Duplicate a Vendor?

In the VENDORS window, the ACTIONS column three-dots menu gives you options for managing an individual vendor.

View or Edit a Vendor

Choose View Vendor Info to see the vendor's details.
Choose Edit Vendor Info to edit vendor details.
Choose Edit Account to edit the details of the account the vendor is assigned to.

Deactivate a Vendor

If you no longer need or work with a vendor, choose Deactivate Vendor from the three-dots menu. Once deactivated, the vendor no longer appears in the default list.

To see deactivated vendors, activate the Show Inactive toggle switch in the top right corner of the VENDORS window.

Reactivate or Delete a Deactivated Vendor

The three-dots menu shows different options for a deactivated vendor:

Choose Reactivate Vendor to make it active again.
Choose Delete Vendor to remove it permanently.

Note: You must deactivate a vendor before you can delete it.

Duplicate a Vendor

Choose Duplicate Vendor from the three-dots menu to create a copy of a vendor account.

If you have additional questions about the Vendors feature in Financials, visit the Support Desk through your Admin Dashboard and open a support ticket.