How to Change Multiple Vendors

The Multiple Vendors module provides the capability to make mass changes to selected vendors.

Use the following steps to change multiple vendors:

1. Click on the Business tab, click Vendor, and select Multiple Vendors.

2. In the Select an Option drop-down menu, select Change Multiple Vendors.

3. If applicable, in the Multiple Vendor Search, Search By section, select the Vendor Name (selected by default) or Vendor Number radio button. 

4. If applicable, enter the vendor name or vendor number in the Starting At and/or Ending At or click on the Search icon to search for a Vendor.

Note: Refer to How to use Vendor Search for more information on how to use this feature.

5. If applicable, click on the Type Code drop-down menu to select an option.

6. If applicable, in the Include Search Criteria, click on the Commodity Codes drop-down menu to select options.

7. If applicable, click on the Vendor Security Code drop-down menu to select an option.

8. If applicable, enter the Payment Terms.

9. If applicable, in the Quote Only section, select the Yes or No (selected by default) radio button.

10. Click on the Search button. All related results will display in the grid.

11. In the Change Multiple Vendors Report screen, select as many or as few vendors from the results displayed in the grid, by clicking the corresponding check mark beside the vendor(s) or click the check mark at the top of the grid to select all vendors.

12. In the Select Fields to Change for Selected Vendors section, click on the selection box beside the corresponding fields that require changes and enter or select the relevant information.

Available Fields:

Example of Information Entered:

13. Click on the Review button or click on the Cancel button to return to the previous screen.

14. In the Change Multiple Vendors Review screen, under the Changes to be Made section, review the information to be changed.

15. Enter a note in the Note field.

16. Click on the Save button or click on the Cancel button to return to the previous screen.

Back to top