Identification Panel

The Identification section of the Master tab displays the basic details of a vendor such as vendor name, business address, phone, vendor category, vendor status, taxid, tax rate, and the service rating.

With required permission, you can modify or update the details of a vendor by using the Edit Identification link.

Master

Editing Vendor Record

From the Edit Identification dialog box, you can update the identification details of the vendor.

To edit the vendor information

1. Search and view a vendor record that you want to edit.
2. On the Master tab, in the Identification section, click the Edit Identification link.
3. The Edit Vendor dialog box opens.
4. In the  Edit Vendor dialog box, make the required changes.

4.  When finished, click one of the following:

Obsolete Vendor Record

If there are transactions related to a vendor, the vendor record cannot be deleted but can be set as obsolete.

Steps to make a vendor record obsolete

1. In the Vendors tab, search for and view the appropriate vendor.
2. In the Identification panel of the Master tab, click Edit Identification.
3. In the Edit Vendor dialog box, change the vendor status from Active to Obsolete.
4. When finished, click one of the following:

Related Topics

• Specifications Panel

• Addresses