QUESTION: 

How can you edit the Vendor information in the Vendor file? 

 

Any edits to an existing Vendor’s information must be done through the Datafiles > Vendor screen.  

 

PROCESS: 

From   Datafiles  > Vendor

 

Edits to a vendor are only available if activated by the district administrator.  

 

 

  1. Search for the vendor you want to edit. 
    • Type in the first letter(s) of the vendor’s Name to search the vendor file. 
    • Or use the “ % “ before and after a group of letters in the vendor’s name to do a “wildcard search”. 
    • Click on the magnifier icon next to the Name field. 
    • Results will display in the grid at the bottom of the screen. 
  2. Select/highlight the Vendor in the grid to display the vendor’s current information in the upper portion of the screen. 
  3. Make any changes needed. 
  4. Click on the Update button to save the changes. 

 

NOTE:  District-wide vendors can only be edited by a District Administrator.