Please note: only users with the "Edit Vendors" permission can manage vendor items.
Vendor items can be managed individually or in bulk via each vendor's "Manage Catalog" module.
If you're using opsi's invoice processing feature, you may only be able to edit fields from the most recent invoice for that vendor item. Additionally, if you're working with an invoice processing partner, some fields might be locked to maintain synchronization.
To manage a single vendor item:
Desktop steps
Desktop steps
1. Click to the "Items" page.
2. Click "View" and change the view to "Vendors".
3. Select the vendor that you want to manage vendor items for.
Alternatively, use the search icon at the top to search for the vendor item, which will filter all vendors containing that name.
4. Click on the name of the vendor item you wish to edit.
5. In the details modal of the vendor item, click "Edit".
6. Edit the details of your vendor item, then click "Save" at the bottom.
Mobile steps
Mobile steps
1. Tap to the "Items" tab.
2. At the top, tap the down arrow next to "Items".
3. Change the view to "Vendors".
4. Select the vendor that you wish to manage vendor items for.
5. Tap on the name of the vendor item you wish to edit.
6. In the details modal, tap the context menu (three dots) at the top right and choose "Edit".
7. Edit the details of the vendor item then tap "Save" at the top right.
To manage vendor items in bulk:
Desktop steps
Desktop steps
1. Click the the "Items" page.
2. Click "View" and change to the "Vendors" view.
3. Select the vendor you wish to manage the catalog for.
4. Click the edit (pencil) icon next to the name of the catalog.
5. Click "Manage Catalog".
6. In the manage catalog view you can edit all the details of existing vendor items, or add new ones by clicking "Add Vendor Item".
Once you are done making updates, click "Save & Exit".
Mobile steps
Mobile steps
1. Tap to the "Items" tab.
2. Tap the down arrow next to "Items".
3. Change the view to "Vendors".
4. Tap the vendor you wish to add vendor items to.
5. Tap the context menu (three dots) at the top right .
6. Choose "Manage Catalog".
7. In the manage catalog view you can "Edit" all the details of existing vendor items, or add new ones by tapping "Add".
Once you are done making updates, tap "Save".
