Update or Retire a Supplier
How to Update or Retire a Supplier in Muhasib ERP
Overview
This guide will help you update or retire a supplier while preserving purchase, payment, debit, return, and ledger history.
The supplier may become unavailable for new work while historical transactions should remain; exact implementation needs confirmation.
Who can do this
You need access to Supplier Update; Supplier Delete plus explicit business approval.
Before you start
Review open purchases/orders, balance, payments, debits/refunds, returns, contacts, integrations, and retention policy.
Before saving, check that the correct company is open and that you have permission to complete this task.
Where to find it
Back Office → Purchases & Suppliers → Manage Suppliers.
Update or Retire a Supplier
Step 1: Select the exact supplier
Step 2: Update approved fields and save
Step 3: Prefer inactive/retired status when supported
Step 4: Resolve open items using their source workflows
Step 5: Delete only after explicit approval and dependency review
Check your work
Confirm historical purchases/payments/ledger/report attribution and intended selection behavior.
Take a moment to check your work before closing the window. This small check can save time later.
If something goes wrong
- Do not delete to clear a payable/debit.
- Do not create a replacement without duplicate/continuity review.
Related guides
- Create a Supplier
- Review the Supplier Ledger Report
- Allocate or Update Supplier Payment Transactions