This article covers archiving and deleting vendors in the Source to Contract (S2C) Vendor Management module, which can only be performed by users with the 'Vendor Management Moderator' role.
Archived vendors remain in the archive; contracts are not automatically archived. Deletion can only be done after archiving, is permanent and irreversible.
The article below pertains to Source to Contract (S2C) for the following applications and/or module(s):
Vendor Management
Archiving a vendor
To archive a vendor:
Open Vendors > Vendors and select the relevant vendor.
Click the yellow Archive button.
A pop-up will appear to confirm the archiving. It is also possible to provide a comment when archiving. This comment is recorded in the edit log.
To confirm the archiving, click the yellow Archive button.
When archiving a vendor in the Vendors module, the associated contracts in the Contracts module
are not automatically archived; this requires a separate action.
Archived vendors remain available in Vendors - Vendors - Archive and are not deleted.
All vendor data is retained, but the vendor is no longer available for use in other ISPnext modules, such as Vendor Rating and the Supplier Portal.
Deleting a vendor
When deleting a vendor, all (linked) data, including Contracts, Vendor Rating scores, information requests, contacts and documents, will be permanently deleted.
This cannot be undone.
- Go to Vendors > Vendors> Archive and select the vendor you want to delete.
- Click the red Delete button.
- A pop-up will appear to confirm the deletion. It also warns if there are any contracts registered for the vendor that is about te be deleted and also that deletion is irreversible.
- To confirm deletion, click the Yes button.