Enhanced interface

Duplicate a vendor

Sometimes, it's easier and faster to add a vendor by duplicating an existing vendor record, and then just editing the duplicate, rather than creating a new vendor record from scratch. You can view and access a list of vendors on the Vendors page.

When you duplicate a vendor, the new record exists at the same level as the original. This means that if a vendor record was originally created at the entity level and you want to move it to the top level, you cannot move it through duplication. You need to recreate the vendor record while at the top level, instead.

Looking to "merge" vendor records? While you can't merge vendor records, you can inactivate the duplicate vendor.

Subscription	Accounts Payable
Regional availability	All regions
User type	Business
Permissions	Vendors: List, Add, Edit

Go to Accounts Payable > All > Vendors.
Find the vendor you want to update.
If you're having trouble finding the vendor, filter the list by vendor name. Records designated as Inactive do not appear in the list by default. To view these records, select Filters at the top of the list and select Remove next to the Status filter to remove it.
Select Edit at the end of the row.
Don't see the Edit option on your page?
To see the Edit option for a vendor, you need the following:
- Access to the entity where the vendor was originally created.
  
  For example, if the vendor was created at the top-level, you need to slide into the top level to edit it. If you do not have access to that level, you cannot edit the vendor record.
- Access to entities where the vendor is restricted.
  
  For example, say you are a restricted user with top-level access. If a top-level vendor is restricted to the West entity, and you do not have access to that entity, you cannot edit the vendor record at the top level.
- Permission to edit vendors.
In the upper right of the page, select Duplicate.
A new Vendor information page appears with all fields except Vendor ID preset to the same values as the source vendor.
Make your changes.
Select Save.

Go to Accounts Payable > All > Vendors.
Find the vendor you want to update.
If you're having trouble finding the vendor, filter the list by vendor name. To view items with a Status of Inactive, select Include inactive.
Select Edit next to the Vendor ID.
In the upper right of the page, select Duplicate.
A new Vendor information page appears with all fields except Vendor ID preset to the same values as the source vendor.
Make your changes.
Select Save.