Deleting a vendor in the portal doesn’t have to be complicated; we made this as easy as 4 clicks away.
Follow the steps below to know how to delete a vendor:
- Go to Property Management Section > Vendors
- Choose the vendor that you want to delete
- Click Action > Delete Vendor
What if I see the ‘Delete Vendor’ as grayed out, that means there are some dependencies related to this vendor. However, we added an option to mark a vendor as Active/Inactive. When a vendor can not be deleted due to some dependencies (i.e. assigned service request, or work order or bill, etc.), you can just deactivate the vendor. If required, the deactivated vendor can be activated later.
In the vendor list view, inactive vendors will appear at the bottom of the list. You will have the option to filter the list based on active/inactive status.
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