Update a Vendor

Updating a vendor allows Vendor Administrators to keep vendor information accurate and aligned with organizational changes. The plugin provides two intuitive ways to edit a vendor, depending on your workflow and context.

Only users with the Vendor Administrator role can update vendor information.

Option 1: Update a Vendor from the Vendors List

This option is ideal for quick edits directly from the vendors table, without opening the vendor details page.

Steps

1. From the Jira left-hand menu, navigate to Vendor & Contract Management.

2. Expand the Vendors section and select:

   • All Vendors

   • Active Vendors

   • or Inactive Vendors
     (1 – Vendors navigation)

3. In the vendors table, locate the vendor you want to update.

4. In the Actions column, click the three-dot menu.
   (2 – Actions column)

5. Select Edit.
   (3 – Edit action)

The Edit Vendor form opens, allowing you to update the vendor information.

Open

Option 2: Update a Vendor from the Vendor Details View

This option is recommended when you are already reviewing vendor information or managing related contracts.

Steps

1. Open the vendor by clicking its name from the vendors list.

2. In the Vendor Details View, locate the three-dot Actions menu in the top-right corner of the page.
   (1 – Vendor actions menu)

3. Click Edit.
   (2 – Edit option)

4. Update the vendor information as needed.

5. Save your changes.

All updates are applied immediately and reflected across the application.

Open

Editable Vendor Information

When editing a vendor, you can update fields such as:

• Vendor name

• Service type

• Criticality tier

• Vendor manager

• Location details (country, state, city)

• Other vendor attributes available in the form

All mandatory fields must be completed before saving.

Vendor Status Behavior
Editing vendor information does not directly change the vendor status. Vendor status is updated automatically based on the statuses and dates of associated contracts.

Key Takeaway

The plugin offers flexible editing options to match different workflows. Whether updating a vendor directly from the list or from the vendor details view, Vendor Administrators can keep vendor data accurate and up to date with minimal effort.