Edit Vendor¶

Use this page to update an existing vendor’s information. This includes contact details, identification documents, and financial settings.

Summary¶

Use this page to maintain vendor records when contact, identity, or balance data changes. Updates here affect future purchasing and payment workflows.

When to use this page¶

Updating vendor contact or business information
Changing vendor status (active/inactive)
Modifying balance limits or financial data
Updating identification documents or photos

How to access this page¶

Go to Business → Vendors from the sidebar
On the Vendor List page, select a vendor
Click on the Photo or SKU or Client Name

The system opens the Edit Vendor Page.

Step-by-step instructions¶

Open Business -> Vendors from the sidebar.
Select a vendor from the list.
Update the required fields in personal, business, and balance sections.
Verify financial changes and document updates.
Click Save to apply changes.

Field reference¶

Name - Display name used for the vendor record.
Is Enabled - Controls whether the vendor can be used in new transactions.
Phone - Main contact number, especially important when SMS is enabled.
NID and photos - Identity information and document images for verification.
Balance and limits - Financial fields that influence reports and operational checks.

What’s different from Add Vendor¶

All fields are pre-filled with existing vendor data
You are modifying, not creating a new record
Some fields may already contain system-generated or historical values
Changes will immediately affect future transactions

Personal Information¶

Update the following fields as needed:

Field	What you can change	Notes
Name	Edit	Updates how the vendor appears in the system
Is Enabled	Toggle ON/OFF	Disabling prevents usage in new transactions
Send SMS	Enable/Disable	Controls notification behavior
Business Name	Edit	Optional
Phone	Edit	Must be valid if SMS is enabled
Alternative Phone	Edit	Optional
Email	Edit	Optional
Address	Edit	Update vendor location

Business Details¶

Field	What you can change	Notes
NID	Edit	Ensure accuracy for verification
NID Front Photo	Replace	Upload a new image if needed
NID Back Photo	Replace	Upload updated image
Start Date	Edit	Should reflect actual relationship start
End Date	Set/Update	Leave empty if ongoing
Photo	Replace	Update vendor profile image

Note

Replacing images will overwrite previous uploads.

Balance Information¶

Field	What you can change	Notes
Balance	Adjust if required	Be careful — affects financial records
Upper Limit	Modify	Controls maximum allowed balance
Lower Limit	Modify	Controls minimum allowed balance

Warning

Changing balance-related fields can impact financial tracking and reports.

Saving Changes¶

After updating the required fields:

Click Save to apply changes
Changes are immediately reflected across the system

Tips and Common Issues¶

Disabling a vendor prevents it from being used in future transactions
Ensure Phone number is correct before enabling SMS
Avoid unnecessary changes to Balance, as it affects reports
Always verify NID information before saving

Add Vendor — Create a new vendor
Vendor Detail — View vendor profile and history
Vendor Reports — Analyze vendor financial data