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How To Update Vendor Information

  • Updated

Table of Contents

Summary

There are times when contact information or vendor status needs to be updated in Whistic. This article covers both how to request vendor updates and how to complete update requests when you receive them.

Two scenarios are covered:

  1. Requesting an update: When you need to ask a vendor's internal contact or sponsor to update their information
  2. Completing an update: When you receive an email request to update vendor information, you're responsible for

📋 Requesting a Vendor Update

Use these steps when you need to request that a vendor's information be updated:

  1. Click Assess (drop-down menu) > Vendors.
  2. Search for and choose the vendor that needs to be updated.

  3. Click on the Business Information dropdown and select Contacts. Internal contacts will display an Update Vendor button:

    Important: If you do not see the Update Vendor button, it could be related to your company's Whistic plan. Reach out to your Customer Success Manager or Whistic Support for help.

  4. Click the Update Vendor button, and a confirmation window will appear.

  5. Confirm your request. You can cancel the request by clicking the Cancel Update button if needed.

The recipient will be sent an email requesting them to review the vendor information and submit any necessary updates. You will be notified separately when the recipient makes updates.

✉️ Completing a Vendor Update Request

If you are listed as the internal contact or sponsor of a vendor, you may receive an email requesting you to update vendor information:

Follow these steps to complete the update:

  1. Click the "Get Started" button in the email you received.

    Note: This request is only accessible from the email. There is no task on the dashboard to complete this request. If you do not currently have an account on the Whistic platform, you will be invited to register.

  2. Once logged in to Whistic, you will see the vendor update form:

    Complete the following:

    • Apply a new vendor status if needed
    • Choose or add a new primary contact for the vendor
    • Confirm other vendor details (any changes needed should be noted in the comments section, which will be added to the details page as a note)
  3. Click Submit to complete the update.

Once submitted, you have successfully updated the vendor information!

❓ FAQ

Can I customize the notification?

Yes, you can now customize the email notification that is sent to your vendor contact. See more info by clicking HERE.

Can I request multiple updates?

You can only send one vendor update request at a time per vendor.

Can I change the email address of the vendor?

Changing the email address of a vendor is not possible because it is linked to their registration information. Instead, a new vendor contact needs to be created.

Do users need to register to update the vendor?

Yes, all users must register in order to make updates. If the user is on a 'paid' account, they can remain 'Unmanaged' under User Management and still be able to make updates. Registration is required, however.

Can I cancel a vendor update?

Yes, there will be a cancel button next to the contact where the vendor update was initially selected. Click 'Cancel' and the request will no longer be active.

If you have any questions, please reach out to support@whistic.com. (Available Mon-Fri 9-5pm MST)