Update a Supplier's Business Details on a Supplier List (Panel)

  • Updated

When a supplier's business details change, you can update your panel in one of two ways, depending on how significant the change is.

Prerequisites

  • Admin role with access to manage suppliers on the relevant panel/list.
  • If the change involves a novation (the contract is being transferred to a new legal entity), confirm novation steps in contract management are complete before updating the panel — see Limits & notes below.

Option 1: Deactivate and re-invite with a new business email

Use this option when the company has changed entirely — for example, an acquisition or a change of legal entity — and you want to preserve a record of all supplier business details that have ever been on the list.

  1. Go to Go to Market ▸ Admin Tools▸ Enterprise Supplier Lists ▸ Locate the panel ▸ Suppliers.
  2. Locate the supplier you want to update.
  3. Select the supplier, then click the blue arrow and select Change active status ▸ Make Inactive. Expected result: The supplier's current record is marked inactive but remains visible to you in your panel.
  4. Back on the panel click Add New.
  5. Enter the supplier's contact name and email address.
  6. Click Validate list ▸ All Ok - Send Invites. Expected result: The supplier receives an invitation to join the panel under their new business details.
  7. Once the supplier accepts, confirm the new record appears on the panel.

Option 2: Ask the supplier to update their own account

Use this option for minor changes, such as a business name update, where the underlying entity and account remain the same.

  1. Contact the supplier and ask them to update their business details directly.
  2. The supplier logs in to their account and goes to User icon in the top right ▸ Business Profile.
  3. The supplier edits the relevant fields (e.g., Organizations business number) and clicks Save. Expected result: The updated details are reflected on their account and automatically sync to your panel.
  4. Confirm the updated details now appear against the supplier's existing record on your panel.

Results

  • Option 1: The old record shows as Inactive, and a new record exists with the new business email and details.
  • Option 2: The existing supplier record shows the updated business details, with no change to active/inactive status.

What's next / Related

Troubleshooting

Issue Fix
Supplier hasn't received the re-invite email Check the business email was entered correctly and ask the supplier to check spam/junk folders.
Old and new supplier records both show as active Confirm the original record was set to Inactive in Option 1 before the new invite was sent.

Limits & notes

  • A novation (transfer of a contract to a new legal entity) typically requires additional steps in contract management. Complete the novation process before reflecting the change on your panel in Go to Market.
  • Choosing Option 1 preserves historical supplier details for audit purposes; Option 2 does not create a new record, so no history of the previous business name is retained on the panel.