Concur Invoice Standard Edition Administration Help

View and Edit Supplier Details

Details such as the supplier's name, location and zip or postal code are available in the Supplier Information window.

Viewing the Details of a Supplier

To view information about a supplier:

  1. Navigate to the Supplier Manager page.

  2. Locate the supplier in one of the following ways:

    • Using View: Select a filtering option from this list.

    • Using the Search Area: Search using options in the Search area (click here for Search information).

  3. Select the check box next to the vendor.

  4. Click Actions, then click Open Supplier. Optional: Double-click the supplier name in the row directly.

  5. The Supplier Information window displays.

Editing the Details of a Supplier

By default, the Supplier Manager can update supplier information for unapproved and approved suppliers. If the Supplier Manager updates supplier information for an unapproved supplier, the supplier will be approved when the supplier information is saved.

To update the information for an unapproved supplier:

  1. On the Manage Suppliers page, select the supplier whose information you want to update.
  2. Click Actions, then click Open Supplier.
  3. Update the information as needed.
  4. Click Save and Approve.

To update the information for an approved supplier:

  1. On the Manage Suppliers page, select the supplier whose information you want to update.
  2. Click Actions, then click Open Supplier.
  3. Update the information as needed.
  4. Click Save.