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How to Change or Edit a Purchasing Source
How to Change or Edit a Purchasing Source

Changing or Editing Purchasing Sources for your Vendors

Christa Moody avatar
Written by Christa Moody
Updated over a week ago

To edit one of your purchasing sources, go to the Vendors area and open the 'Dealer Pricing' tab: 

Then select the on the name of the purchasing source you'd like to edit: 

This will open up a window where you can edit the source information. Any changes you make to the source will be applied to all vendors connected to that source. 

If you would like to change the source for a vendor:
Click the 'Disconnect' button on the bottom left. This will remove the current source from that vendor. 

Once the original source has been disconnected, you can then click 'Add Source' to connect a new purchasing source to that vendor.

Let us know if you have any questions!

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