Edit Buyers
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After the buyers have been linked to your account by SoftwareOne, you can manage them through the platform and edit buyer details as needed.
The information that you can update includes the contact person assigned to the buyer and the buyer's logo.
To update the buyer details in your account:
Navigate to the Buyers page. Then, select the buyer you want to update.
On the buyer details page, select Edit to start the Edit buyer wizard.
Complete the following as necessary:
In the General step, add or update the buyer's logo and select Save. You can upload an image by selecting Select file or by dragging the image into the field.
In the Contact Person step, choose the required setting and select Save:
None (leave unassigned) - Select this to leave the contact person unassigned.
Select an account user - Select this to choose an existing user. When you select this option, all active users that exist in your account are displayed. If your account contains several users, use the Search option to find the user easily.
Add contact details manually - Select this to add the individual's details manually. You'll need to provide the person's first name, last name, email address, and contact information.
The buyer's details are updated, and a confirmation message is displayed.
