How to Edit a Business

Updates to a business are global: every site uses the latest contact and profile information on procurement links (subject to your product version and caching). You need Edit permission on businesses; if the option is missing, see Role permissions reference or ask an administrator.

Open the Businesses list and row menu

1. In the sidebar, expand Procurement and click Businesses.
2. Find the business (use Search by name if the list is long).
3. On the row, click the ⋯ (more) icon on the right.
4. Choose Edit.

The same menu may also offer Duplicate (copy the record) and Delete (see How to delete a business); this page covers Edit only.

Change fields in Edit Business

The Edit Business dialog matches Create Business: Name * (required), Types (dropdown / tags, for example Regulator), Address, Email, Fax, Phone number, Website, and Description. Counters show usage versus limits (for example 27/250 on Name). Use × in the header or Cancel to close without saving; scroll if the form is taller than the viewport.

Field	Notes
Name *	Required; up to 250 characters.
Types	One or more types (e.g. Supplier, Vendor, Contractor, Regulator); clear a tag with × on the chip when the UI allows.
Address	Up to 255 characters.
Email	Up to 254 characters.
Fax	Up to 20 characters.
Phone number	Up to 20 characters.
Website	Single-line URL.
Description	Multiline; up to 1000 characters.

5. Click Submit to save. Changes apply across the organization for that business record.

Related

• How to add a business
• How to delete a business
• Businesses (global directory)