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Add and Manage Suppliers

Add and Manage Suppliers

This guide walks you through managing suppliers in CaseRM’s Accounting module, including how to add, edit, delete, inactivate, and reactivate them.

Add supplier

Go to Accounting.
In the left-side panel, select Suppliers.
Click Add supplier.
Enter supplier details, then click Save.

Edit supplier

Go to Accounting.
In the left-side panel, select Suppliers.
Select a supplier.
At the top-right, click Edit supplier.
Make the necessary changes, then click Save.

Delete supplier

Go to Accounting.
In the left-side panel, select Suppliers.
From the drop-down above the list, choose All.
Select an inactive supplier.
At the top-right, click Delete supplier.
Click Delete to confirm.

Inactivate and reactivate supplier

Go to Accounting.
In the left-side panel, select Suppliers.
Select an active supplier.
Click the Active toggle Off to deactivate.
Click the toggle On to reactivate.

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