Navigate to Data⇒Organisation⇒Supplier

Locate the supplier you wish to amend, using the Search function if required. Double click or click the edit icon to open the supplier record.

Click on the Change Supplier Name button and a popup box will open. Enter the supplier’s new name and click on Save. All paperwork relating to existing purchase orders will retain the original supplier name and all orders sent after the name change with have the new supplier name

NOTE – All traceability is maintained, and reports can be run that span the name change, as all suppliers are linked to a unique supplier ID that does not change even when the supplier’s name does

If the name already exists, a warning message will prompt you to enter a different name