Zoho spend logo Help Docs

Manage Vendors

In this help document, you’ll learn the actions you can perform to manage the vendors in your organization.

Edit a Vendor

If you want to update the details of an individual vendor, you can edit them. Here’s how:

  • Click Vendors on the left sidebar.
  • Click the vendor whose details you want to update.
  • Click Edit in the top right corner.
  • Make the necessary changes and click Save.

You can also update the details of multiple vendors at once.

Scenario: Patricia wants to update the payment terms for some of the vendors. Instead of updating the payment terms for each vendor individually, she uses the Bulk Update feature to update the payment terms for all the required vendors at once. She selects the necessary vendors, clicks Bulk Update, and updates the payment terms for those vendors.

To bulk update vendors’ details:

  • Click Vendors on the left sidebar.
  • Select the vendors whose details you want to update.
  • Click Bulk Update at the top.
  • Select the fields you want to update and fill in their corresponding values.
  • Click Update Fields.

Mark a Vendor as Inactive

If you no longer do business with a vendor, you can mark them as inactive rather than deleting them. This way, the vendor details will remain in your organization.

To mark a vendor as inactive:

  • Click Vendors on the left sidebar.
  • Click the vendor you want to mark as inactive.
  • Click More in the top right corner and select Mark as Inactive.

Mark a Vendor as Active

To mark an inactive vendor as active:

  • Click Vendors on the left sidebar.
  • Click the inactive vendor you want to mark as active.
  • Click More in the top right corner and select Mark as Active.

Delete a Vendor

Note: You’ll not be able to delete a vendor if they are associated with transactions. Instead, you can mark the vendor as inactive.

To delete an individual vendor:

  • Click Vendors on the left sidebar.
  • Click the vendor you want to delete.
  • Click the More icon in the top right corner and select Delete.
  • Click Delete again in the pop-up that appears.

You can also delete multiple vendors at once. Here’s how:

  • Click Vendors on the left sidebar.
  • Select the vendors you want to delete.
  • Click the More icon at the top of the page and select Delete.
  • Click Delete again in the pop-up that appears.
ON THIS PAGE