Deactivate a vendor

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Vendors is permission based

To update, your account must have one of the following roles enabled:

  • Role: Company Admin, Company Manager

  • Custom role with: Vendors - Full access, Project access

If your company has stopped using a vendor, but you want to preserve their information in Wrapbook, you can deactivate them. When a vendor is deactivated, you won’t be able to select them when managing projects and vendor processes.

To deactivate a vendor:

  1. Go to the Vendors dashboard

  2. On the Vendors dashboard, click on the name of the vendor you want to deactivate

  3. On the Edit vendor page, scroll to the bottom and click the Enable vendor status to active toggle to deactivate the vendor

  4. Click the Save button

List of vendors with details including addresses, phone numbers, and transaction counts.

From the Vendors dashboard, click on a Vendor name

Options to enable vendor status and taxability with save and cancel buttons below.

Click the toggle to disable Enable vendor status to active, then click the Save button