How can I edit an existing Vendor?

Subject

Applies to: Admin/Branch Manager
Purpose: How to edit an existing vendor
Location in Ricochet: Management > Vendors

Description

This instruction describes how and when to edit an existing vendor in the system.

Resolution

It is not recommended to edit an existing Vendor unless you are modifying the label or simply indicating the vendor will be used / not used for Live Lead Transfers.

Once a vendor is created, you cannot modify the Posting URL, only the label can be modified after a Vendor is created.  It is recommended to create a new Vendor if you need to make adjustments to the Posting URL.

If you still wish to edit an existing Vendor, navigate to Manage --> Vendors, click Edit for the Vendor you want to edit and make the adjustments to either the Label, Roles and/or Live Lead Transfer checkbox and click Save.