Please note: You need to make a supplier Inactive before you can Delete them.
To Delete a Supplier:
- Select the Budgets module from the side nav.
- Click on Suppliers.
- Under the Add New Supplier heading you will see details of all your current suppliers.
- If you have a long list of suppliers, begin typing in your your supplier's name into the search field to assist with locating them:
5. Before you can delete a supplier, you need to make them Inactive, so click on the Edit icon in their Actions column to check this:
6. If the Status is Active, change it to Inactive by selecting this from the drop-down menu, then click Save:
If the Status is already Inactive, simply click Back.
6. To then Delete the supplier, click on the red delete icon in the Actions column of your chosen supplier.
7. A pop up message will appear, asking 'Are you sure you want to delete this record?':
8. If you are sure, click Delete and the supplier will be permanently deleted.