View, Edit, or Delete a Supplier

Overview

How to look up, update, or remove a supplier record in the Supplier library. (Only the Business Owner can delete a supplier.)

Who This Is For

Business Owner, Sole Trader, Admin, Supervisor, and Finance. Tradies and Apprentices cannot access Suppliers.

Before You Start

• The supplier you are viewing or updating must already exist in the Supplier library (use Add a Supplier if not).
• Supplier deletion is a soft delete — the supplier moves to Deleted Items in Document History and can be restored. Existing supplier invoice history is kept after deletion.

Steps

View the Supplier library

1. In the left sidebar, select Suppliers. The Supplier library opens.
2. Review the list of suppliers, or search for a specific one.
3. (Optional) Select the receipt icon on a supplier row to jump to the Supplier Invoices page filtered to that supplier’s previous uploads.

Edit a supplier

1. From the Supplier library, select the supplier you want to update.
2. The supplier edit form opens with the current values pre-filled.
3. Update the fields that need changing — for example Supplier Name, ABN, Supplier Email, Supplier Contact Number, Supplier Website, or Supplier Address.
4. Select Save.

Delete a supplier

Only the Business Owner can delete a supplier (it is a soft delete and the record can be restored from Document History → Deleted Items). Admins, Supervisors, and Finance can edit suppliers but cannot delete them.

1. Open the supplier from the Supplier library.
2. Select Delete.
3. Confirm the deletion on the prompt.
4. The supplier moves to Deleted Items. The supplier’s invoice history remains intact.

Restore a deleted supplier (if needed)

In Document History, open Deleted Items and filter by the Suppliers object. Use the restore action to bring the supplier back into the active library.

What Happens Next

Edited suppliers immediately reflect on the Supplier library and on future supplier-invoice matching. Deleted suppliers are removed from the active library but their historical invoices remain visible and searchable.

Related Guides

• Add a Supplier (Quick Start 35)
• Capturing Supplier Invoices (Feature Write-Up 20)
• Manage suppliers (Business Owner / Admin role-based guides)
• Document History and Deleted Items (Feature Write-Up 29)