Edit a Supplier
There may be certain situations where you may need to edit a Supplier. For example, the Supplier name has been updated, a Material Relationship must be made/removed or the Supplier must be placed into a different folder.
Below are the steps that must be carried out in order to Edit a Supplier. Expand each step below for further explanation.
To edit a Supplier in Safefood 360°, navigate to Contacts in Master Data using the 'Master Data>Contacts' buttons and click the 'Suppliers' tab. Within the Suppliers tab, click on the name of the Supplier you wish to edit. The Supplier name will be in blue text, which indicates a link.
Image: Navigating to Contacts via 'Master Data>Contacts', Clicking 'Suppliers' Tab, Clicking Supplier Name
Within the Supplier page, there are two ways to access editing your Supplier:
1. 'View supplier details' Button
2. 'Actions>Edit' Buttons
Both of the buttons noted above will take you to the Supplier page where edits can be made and saved by clicking the 'Save' button.
Note: The 'View supplier details' or 'Actions>Edit' buttons are the only ways to access the Supplier page. If a User has a 'Read Only' Role for the Suppliers, they will not have access to the 'Save' button to make edits. However, they will still be able to access the Supplier page via the 'View supplier details' or 'Actions>Edit' buttons.
Image: Edit Access Options 'View supplier details' or 'Actions>Edit' on Supplier Overview Page
Once you have accessed the Supplier page under the Edit function, you can make changes to any fields.
Note: For further explanation on each of the fields of the Supplier, see here.
Image: Supplier Page Ready for Edits
After completing the changes to the Supplier, scroll to the bottom of the Supplier page and click the 'Save' button to save the changes.
Note: It's very important to click the 'Save' button, otherwise the changes will not be made.
Image: 'Save' Button
You will be prompted with a 'Reason for Change' screen, where you will need to detail the reason why you have made a change to the Supplier page before confirming and saving the changes.
Once you have confirmed the edits using the 'Confirm' button, the system will take you back to the Supplier page.
If you do not wish to make edits, click the 'Cancel' button to be brought out of the Supplier page.
Image: 'Reason for Change' Pop Up Screen after 'Save' Button Clicked
Image: Detail Reason for Change and Click 'Confirm' Button
Image: Supplier Page after Edits Saved
Edits made to a Supplier will be recorded in the Audit Log. The Audit Log can be accessed via the 'Actions>Audit Log' buttons.
Image: Navigating to Audit Log Via 'Actions>Audit Log' Button
Image: Audit Log Recording Edits
