UPDATE PROVIDER INFORMATION
Easily access Provider information by single-clicking their name. This displays a quick access panel with their details on the right side of the Provider page.
- From this panel, you can easily update any information.
- You also have the option to set their status as "Active" or "Inactive".
Note : After modifying Provider information, please don't forget to click 'Update' to save the changes. Please note that setting a Provider status to 'Inactive' will render it unavailable for selection and use.
Changing Provider status from 'Active' to 'Inactive'
Instead of deleting the provider record, we suggest to make the Provider status from 'Active' to 'Inactive' if you don't want to delete the provider.
Benefits:
Data Preservation: By inactivating instead of deleting, you retain valuable historical data associated with the provider. This is crucial for:
Auditing: You can easily track past transactions and interactions with the provider.
Invoicing: You can still process future invoices from this provider if needed.
Reporting: Historical data can be valuable for various reports and analyses.
Data Integrity: Inactivating maintains the data structure and relationships within your system, preventing potential data inconsistencies and errors that could arise from outright deletion.
Flexibility: You can easily reactivate the provider whenever necessary, allowing for seamless re-engagement.
But if you wish to delete a Provider, you can do this by :
1) Double-click a Provider name, then navigate to the 'Details' tab. A 'Delete' button will be available at the bottom of the page.
In addition to the "quick view" access on the Provider page, you can also edit and update information directly within this section.