How do I delete a supplier in the Supplier Onboarding module?

How do I delete a supplier in the Supplier Onboarding module?

What's the issue you're facing?

I would like to delete a supplier from my Onboarding platform. How do I do this?

Solution

To delete a supplier from your Onboarding platform you can do this in one of 2 ways. 

Method 1
Click into the supplier name and then click on the Decisions tab. 

Scroll to the very bottom of the page and click on the trash icon. 

You will then be given the option to make a note of why you're deleting them. Once you are happy click on Delete. 
This supplier has now been added to the recycle bin and will no longer be displayed as part of your participant summary. 

Method 2
This method is useful if you would like to delete multiple suppliers at once. 
First navigate to your Participant Summary tab and select all of the suppliers that you would like to delete. 

You'll notice a new Mass Delete button has appeared. Click this. 

Then on the prompt that is displayed click on OK. 

The selected suppliers have then been added to the recycle bin and are no long displayed as part of your participant summary. 

*Note that when a supplier is added to the recycle bin this will remove their ability to access the event.

Permenantly deleting a supplier
If you have added a supplier to the recyle bin and want to permenantly delete them or all of the suppliers from the reycle bin you can do this by navigating to the recycle bin from the participant summary tab.


To delete all suppliers click on the Empty Recycle Bin button. 
To delete an individual supplier search for that supplier and click on the Delete button next to their name. 

*Please note that if you delete a supplier from the reycle bin/empty the recycle bin this data is not recoverable.

If you have deleted a supplier and they are still in the recycle bin, you can restore them. The article linked below explains how you can do this. 

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