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Version: 3.1

Update a supplier

Overview​

This flow describes how to change the name and the description of a supplier in Care.

Pre-requisites​

  • The supplier is in the Suppliers list.
  • You have the permission listed below.

Permissions​

PermissionAccess
Can Manage OrganizationsLets you change a supplier's name and description.

Steps​

1. Open the Suppliers list​

Open the Admin sidebar. Select Organizations. Select Suppliers.

2. Select the supplier​

Select the supplier that you want to change from the list. Care shows the supplier name and description on the right.

3. Open the edit form​

Click Edit next to the supplier name. Care opens a sheet with the title Edit Department/Team. Care uses this title for suppliers also.

4. Change the supplier details​

Change the fields that you want to update.

ComponentsWhat it captures
NameThe name of the supplier.
DescriptionMore information about the supplier.

5. Save the changes​

Click Update Organization. Care saves the new name and description.

Note: Care keeps Update Organization disabled until you change a field.

Note: To close the sheet without saving, press Escape.

Expected Outcome​

  • Care shows the message Organizations updated successfully.
  • Care shows the supplier with the new name and description.

Concepts:

Flows: