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Version: 3.0

How to update a supplier

Overview​

This flow describes how to change the name or the description of a supplier in Care.

Pre-requisites​

  • The supplier is in the supplier list.
  • You have the permissions listed below.

Permissions​

PermissionAccess
Can View OrganizationsSee the supplier list.
Can Manage OrganizationsChange the name and the description of a supplier.

Steps​

1. Open the supplier list​

Go to Admin. Select Organizations in the side menu, then select Suppliers.

2. Select the supplier​

Select the supplier in the list on the left. To find a supplier in a long list, enter part of the name in the search box above the list. Care shows the name and the description of the supplier on the right.

note

On a small screen, Care shows a selector instead of the list. Use Select Organization to choose the supplier.

3. Open the supplier form​

Select Edit. Care opens the Edit Department/Team panel with the current values.

4. Change the supplier details​

ComponentsWhat it captures
NameThe name of the supplier. This field is mandatory.
DescriptionShort free text about the supplier. This field is optional.

Care keeps the save button inactive until you change a value.

5. Save the supplier​

Select Update Organization. Care closes the panel and shows the message "Organizations updated successfully".

Expected Outcome​

  • Care shows the new name and the new description of the supplier.
  • Every order that points to the supplier shows the new name.

Concepts:

Flows: