Sometimes, Vendors will need to be set as inactive if they are not being used or if there is a new code for the associated Vendor. Your Vendor list can be set to show active or inactive Vendors to keep the list more organized and less cluttered. To set your Vendors as active or inactive, follow the steps below:
Set a Vendor Inactive
Set a Vendor Inactive
1. On the left side menu, click on Projects and select Vendors.
2. Click on the Vendor Code of the Vendor you wish to make inactive.
3. On the Vendor Information page, check the inactive box on the bottom to set the Vendor to inactive.
4. Press Save at the top to Save this Vendor as inactive.
5. You can see this inactive Vendor by turning on the Show Inactive toggle.
Set a Vendor Active
Set a Vendor Active
1. On the left side menu, select Projects and click on Vendors.
2. Check the Show Inactive toggle at the top of the Vendors screen. Then find the Vendor you want to set to active and click the corresponding Vendor Code.
3. On the Vendor Information page, uncheck the Inactive box on the bottom to set the Vendor to active.
4. Press Save at the top to save this Vendor as active.
5. On the Vendor list, be sure to turn off the Show Inactive toggle to see the Active Vendors.