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This guide has been reviewed against our global client base and classed as relevant to all regions |
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
From the property record, access the vendor screen:
1. Current vendor screen
In this example, the Second Vendor needs to become the Primary Vendor and the Primary Vendor needs to become the Second Vendor
In the Primary Vendor section:
- Click Individual
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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 - a primary vendor needs to be swapped to a second or additional vendor first
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:
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2. Search for primary vendor & promote The |
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search |
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screen is displayed:
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3. Primary vendor changed The vendor screen |
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is updated with the changes made |
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Remove/clear vendor from property
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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:
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2. Remove an additional vendor From the vendor screen on the property record:
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Related articles
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The process to follow when needing to promote or swap any current vendors and also when needing to add new vendor name(s) to the record - also covered is how to remove/clear a vendor from a property record |