Statuses (as seen on the Supplier Overview) can be created and edited on this page. The colour of the status chosen for each supplier will also be shown in the Supplier Overview as a coloured dot next to the Company Number.


A common example of how Status is used:


How do I create a new supplier Status?

  1. Go to the Status Categories page in the Admin module.
  2. Click the Create button.
  3. Fill in the appropriate title for the status and choose the colour (either from the presets, or by defining one yourself)
  4. Click the Create button to save the new Status.

You can also set a status as the default status for newly created suppliers. To do this simply select a Status by checking the box in the left-most column and clicking the Set as default button.


How do I delete a supplier Status?

  1. Go to the Status Categories page in the Admin module.
  2. Select the Status(es) that you want to delete by checking the box(es) in the left-most column.
  3. Click the Delete button.


How do I change the Status on a supplier?

  1. Go you the Supplier Master Data Overview.
  2. Use the filtering, sorting and search functions to find the relevant supplier.
  3. Click the supplier you wish to update the Status on to open the Master Data window.
  4. Scroll down to the Status field and select a status from the drop-down menu.
  5. Click the Save button.

Note that Users can also do this if they are given the necessary privileges on the Company Settings page.