Edit a Non-Document Record

This general procedure applies to editing items, departments, vendors, customers, and employees.

Click here for information about editing documents.

Use the general edit procedure below, or select a record type for specific instructions:

To edit a non-document record:

Use standard sort, search, and filter procedures to locate the desired record in the applicable list.
Highlight the record and select Edit from the window toolbar or I Want To menu.
Navigate through the fields of the record, making changes as necessary.
Select Save.

Or, select Cancel at any time before saving to discard your edits.

Notes:

Only fields white in color can be edited. Gray fields cannot be selected or changed. If you believe you should be able to edit a field but cannot, check the logged-in user's security rights or read Why is a Point of Sale feature not available to me?
In some non-document lists, you can edit records directly in the list using list edit mode.
Use caution when editing information that is a component of other records or documents. For example, if you edit a department or vendor name you must also edit any items in inventory that contain that department or vendor name as part of the item record.