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Archiving and reinstating a supplier
Who is this article for?Users responsible for managing customer accounts.
Administration module access is required.
When a supplier record is no longer needed you can archive it from the system.
It is important to remember that if the supplier is referenced (for example, in a CA/PA record or on an Audit record) then it cannot be deleted and will be archived instead.
This article outlines how to archive a supplier record.
1. Archiving a supplier
To archive a supplier:
- Access the Administration module.
- Choose Managed Lists from the Customisation menu.
- Click on the Filter icon.
- Choose Suppliers from the displayed options.
- Click Supplier Name.
- Locate the Supplier you wish to Archive, and tick the box next to the supplier name.
- Choose Archive.
2. Reinstating a supplier
To reinstate a supplier:
- Access the Administration module.
- Select Managed Lists from the Customisation menu.
- Click the Filter icon.
- Choose Suppliers from the displayed options.
- Click Supplier Name.
- Locate the Supplier you wish to Reinstate, and tick the box next to the supplier name.
- Choose Reinstate.
1. Archiving a supplier
To archive a supplier:
- Open the Administration module.
- Navigate to Customisation and then Managed Lists.
- Filter the list to the Supplier module.
- Double click on the Supplier Name field.
- Highlight the required supplier.
- Click Archive.
2. Reinstating a supplier
To reinstate a supplier:
- Open the Administration module.
- Navigate to Customisation and then Managed Lists.
- Filter the list to the Supplier module.
- Double click on the Supplier Name field.
- Highlight the required supplier.
- Click Reinstate.