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Access & roles

Update a supplier

This flow describes how to change the name and the description of a supplier in MANSOQ. Pre-requisites - The supplier is in the Suppliers list. - You have the permission listed below. Permissions Permission Access --- --- Can Manage…

3.1 · versioned documentation · 2 min read

Overview

This flow describes how to change the name and the description of a supplier in MANSOQ.

Pre-requisites

Permissions

Permission Access
Can Manage Organizations Lets you change a supplier's name and description.

Steps

1. Open the Suppliers list

Open the Admin sidebar. Select Organizations. Select Suppliers.

2. Select the supplier

Select the supplier that you want to change from the list. MANSOQ shows the supplier name and description on the right.

3. Open the edit form

Click Edit next to the supplier name. MANSOQ opens a sheet with the title Edit Department/Team. MANSOQ uses this title for suppliers also.

4. Change the supplier details

Change the fields that you want to update.

Components What it captures
Name The name of the supplier.
Description More information about the supplier.

5. Save the changes

Click Update Organization. MANSOQ saves the new name and description.

Note: MANSOQ keeps Update Organization disabled until you change a field.

Note: To close the sheet without saving, press Escape.

Expected Outcome

Related

Concepts:

Flows:

Source evidence

References are pinned to the private MANSOQ source repository. Repository access is required to open these links.