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This page outlines how to change or clear the current vendor(s) of a property - the process outlined below applies when needing to promote or swap any of the current vendors and also if needing to add new vendor name(s) to the record

Info

In the example below, the Second Vendor needs to become the Primary Vendor and the Primary Vendor needs to become the Second Vendor

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A vendor can also be removed from a property providing they are a second or additional vendor - a primary vendor cannot be removed from a property (they need to become a second or additional vendor, then can be removed)

This guide covers:

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Swap vendor (make second vendor or additional vendor the primary vendor)

1. Access search screen from vendor screen

From the vendor screen on the property record:

  • In the Primary Vendor panel, click Individual (top left)

- the search contacts screen is displayedImage Removed

  • Vendor screen 1.pngImage Added

2. Search for primary vendor & promote

From the

The search

contacts

screen is displayed:

  • Search for the required vendor's contact record and double-click when found

This
  • Search screen.pngImage Added

  • The system will detect that the contact record is already added to the property record and the following prompt is displayed

, click YesImage RemovedThis prompt is displayed

    • Click Yes to promote the second vendor to the main/primary vendor

      Image Added

    • To copy the address from the property record to the vendor, click Yes

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    • Copy address from prop to vendor.pngImage Added

3. Primary vendor changed

The vendor screen is updated with the changes made

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Vendor screen 2.pngImage Added

Remove/clear vendor from property

Info

A primary vendor cannot be removed from a property - first, change the primary vendor to the second vendor (as outlined above), then they can be removed, as outlined below

1. Remove second vendor

From the vendor screen:

  • Beside Second Vendor panel header, click cross (X) icon

    Remove second vendor.pngImage Added

  • If you have an additional vendor record added, this message is displayed

    • If the additional vendor address is the same as the primary vendor, click Yes (if not, click No)

      Copy primary to second vendor.pngImage Added

  • The second vendor is removed immediately

    • To save the change, close the vendor record and click Save on the property record
      Or, to revert the change, close the property record and choose not to save, when prompted

      Save property record.pngImage Added

2. Remove an additional vendor

From the vendor screen on the property record:

  • In the Additional Vendor panel, select the relevant additional vendor

  • Press delete key on your keyboard

  • Click Yes to remove the contact as an additional vendor on this property

    Remove additional vendor.pngImage Added

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The process to follow when needing to promote or swap any of the current vendors and also when needing to add new vendor name(s) to the record

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