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Overview What it does: Allows you to modify any existing supplier’s details—such as address, payment terms, tax categories, or bank information—so that all procurement and AP transactions use current data.
Prerequisites
  • The supplier you wish to update already exists under Buying > Supplier > Supplier List

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Steps to Update a Supplier

1

Locate the Supplier

  1. Go to Buying > Supplier > Supplier List.
  2. Use the search bar or filters (e.g., Name, Group) to find your supplier.
2

Enter Edit Mode

  1. Click the supplier name to open its profile.
  2. Click Actions > Edit (or the Edit button).
3

Update Details

Modify any of the following sections as needed:
SectionFields You Can Update
Basic InfoName, Supplier Group, Primary Contact, Phone, Email, Address
Payment SettingsPayment Terms Template, Default Payable Account, Credit Limit
Tax SettingsTax Withholding Category, Default Taxes & Charges Template
Bank DetailsBank Name, Account Number, Branch, Account Holder Name
Other DetailsWebsite, Supplier Code, Additional Notes or Attachments
4

Save Your Changes

  1. Review all edits for accuracy.
  2. Click Save to apply updates.
  3. The supplier profile—and all future POs, receipts, and invoices—will now use the revised data.
Regularly reviewing and updating your supplier records in the CGIC App ensures smooth procurement, accurate invoicing, and compliant payables—helping your organization maintain healthy vendor relationships and robust financial control.