This guide will help you update vendor information in RoomRuler quickly and easily. Follow the steps below and watch the training video to see how to edit vendor details across all available tabs.

Training Video: How to Edit a Vendor

Step-by-Step Instructions

1. Log In: Sign in to your RoomRuler dashboard using your credentials.
2. Access the Vendor Section: Click on the eleventh icon labeled "Vendor" to view your vendor records.
3. Select the Vendor to Edit: Locate the vendor that you wish to update and click the edit icon next to their entry.
4. Edit Vendor Details: The vendor form is divided into multiple tabs. Update the information as needed:
   • Basic Information: Update details like Company Name, Contact Name, and Phone Number.
   • Address: Modify the Street Address, City, State, and Zip Code.
   • Additional: Update the Email or other relevant details.
   • Notes: Add or modify any notes or reminders related to the vendor.
5. Save Changes: Once all necessary edits are complete, click the "Save" button to update the vendor record.

Troubleshooting Tips

• Ensure you are logged in before accessing the Vendor section.
• If the vendor form does not load, try refreshing your browser.
• Double-check that all required fields are updated correctly before clicking "Save."

Need Additional Help?

For further assistance, please review our additional support articles or contact our support team via the Contact Us page.