Edit Buyers

Edit certain details of a buyer, such as the buyer's contact person information.

Edit a buyer

Follow these steps to edit buyer details:

1. Navigate to the Buyers page (Settings > Buyer).

2. Do one of the following:

   • Click the actions icon (•••) for the buyer you want to edit and select Edit. The Edit buyer page opens.

   • Click the buyer's name. When the details page of your selected buyer opens, click Edit in the upper-right section of the page. The Edit buyer page opens.

3. Select the Contact Person section and choose one of the following options:

   • None (leave unassigned) - Select to leave the contact person unassigned.

   • Select an account user - Select to choose an existing user from your account. When you select this option, all active user accounts are displayed.

   • Add contact details manually - Select to add the contact person manually. You'll need to provide the individual's first name, last name, email address, and optionally contact information.

   

   Contact person section
4. Click Save.

A message is displayed stating that the operation is successful.

Related topics

BuyersBuyers InterfaceEnable or Disable Buyers