How to Remove an Account From Tracking and Inactivate Vendors

To inactivate or delete a vendor, you must first remove them from their assignment or division. Follow these steps:

IMPORTANT REMINDER

• Ensure you have the appropriate "manage vendors" permissions to inactivate or delete vendors in the system.

Step 1: Navigate to Vendors

1. Open your web browser and go to the login page.
2. Enter your credentials and log into your account.
3. Click on Vendors on the left-hand side of the screen.
4.  

Step 2: Search for the Vendor

1. Use the search bar to find the vendor you wish to remove.

2. Locate the vendor in the results list.

Step 3: Edit Vendor Information

1. Click the pencil icon on the far right next to the vendor’s name.

2. A popup window with the vendor’s contact information will appear.

Step 4: Remove the Vendor from the Division

1. Click Next to go to the next page in the popup.

2. Find the division name and click the red circle next to it to remove the vendor from the division.

3. Click NEXT to proceed.

Step 5: Confirm Actions

1. Please note if the vendor is already registered the final confirmation page will look like the page below. Click Confirm to save your changes.
2. If the Vendor is unregistered, Select Do not send an email now and then select Confirm.

Step 6: Inactivate or Delete the Vendor

1. Re-enter the vendor’s name in the search bar to locate them again.

2. You will now see the option to either INACTIVATE (Blue button) the vendor or DELETE (Red Button) them completely. **If the delete icon is unavailable, it means there are documents on file for this vendor. In this case, the only option is to inactivate the vendor.**

3. Select the desired action to complete the process. 

Additional Notes

• Contact support if you encounter any issues or errors during this process.

By following these steps, you can successfully remove a vendor from tracking and inactivate or delete them as needed.