4.7. How to Edit Vendors Records?

In TDS CRM, you can maintain the complete database of vendors. If any time, you need to edit or update the information about any vendor, you can do it easily in TDS CRM. The below mentioned steps will guide you how to edit the vendor records.

  • Go to Purchasing > Vendors.
  • Select the record you need to edit.
  • Click the Edit link given in the column of Action. It will display the edit form.
  • Modify the details and click Save to save the changes.

Besides the above mentioned procedure, you can also edit the information by following the given steps.

  • Go to Purchasing > Vendors.
  • Select the record which requires editing.
  • Click vendor name to open its edit page.
  • For editing of individual information fields, move the mouse over the required field and click the visible Edit link. Update the information and click Save.
  • For making all the fields editable, tap the Edit link on the top-left of the page.
  • Modify the details and click Save to save the changes.