Editing and Validating Vendors
A newly created vendor appears on the Vendors Page. To edit a vendor, follow the steps below
Step 1 - Open The Edit Vendor Popup
Head to the Vendors Page via links available on the Left Navigation Bar. On this page, search for your desired vendor in the table or filter to find your desired vendor. Once visible on the table, click on your desired vendor's row to open the Edit Vendor Popup.
The Edit Vendor Popup features an info bar at the top, that displays the vendor's number and name.
Step 2 - Edit And Save Desired Information
The Edit Vendor Popup features several fields of information. Fields that appear in red are required fields, where as fields that appear in yellow are fields required for validation. To learn more about required and required for validation fields, you can refer to out field settings guide
To modify information, simply click on a field and enter/modify information. When information is modified, the Save button will display a red badge to indicate stale information that has not yet synced with our database. Clicking the Save button will sync this information on our servers and the red badge will disappear.
Step 3 - Validating A Vendor
The Edit Vendor Popup auto-saves information, unless there are empty fields that are either required or required for validation.
An attempt to save a vendor with missing required information will always fail. All required fields must be filled to enable saving the vendor, and to be able to mark the vendor as validated.
An attempt to save a vendor with missing required for validation information will prompt the user with a warning. The user can choose to proceed with saving the modified information or abort. All required for validation fields must be filled to be able to mark the vendor as validated.
Once all required and required for validation field on an vendor are filled and synced with our servers, the vendor will automatically be marked as validated.
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