Setting a vendor to inactive helps keep your vendor list organized by hiding vendors you no longer use, while still retaining their history for reporting and reference. This article explains how to quickly mark a vendor inactive and how to view inactive vendors when needed.
How to Set a Vendor Inactive
- Go to: Lists > Vendors
- Double-click to open the desired vendor
- In the bottom right-hand corner, check the box next to Set Inactive
- Select OK to save this change
- If you need to view inactive vendors, you can view them by selecting the Show inactive box in the bottom right-hand corner of the vendor list
By setting unused vendors as inactive, you can maintain a clean and efficient vendor list while still retaining access to historical vendor data, if needed.