PSA L&P - Vendors: How to set up vendor types and add them to a vendor record

How to set up vendor types and add them to a vendor record

Sections in this article

Organizations may set up vendor types for many reasons.  Vendor types are categories to which you can assign vendors. This may help to organize reports. For example, you can create a 1099 vendor type. A vendor may be assigned ONLY one Vendor Type.

Below are some examples of types that could be created:

  • 1099
  • Contractors
  • Employee
  • Parish
  • Raffle
  • School
  • Utility
  • monthly
  • bi-monthly
  • quarterly


How to set up a vendor type

To set up a vendor type, go to Setup → Vendors → Vendor Type:


Simply fill out the description and click Submit to create the vendor type:


  • Think about how you will use these types in the system such as printing labels or running reports to determine how you would like to classify your vendors into types.


How to add a vendor type to a vendor record

Use the Vendor page to assign a Vendor Type:


Once a vendor type has been defined you can filter reports by one or more vendor types:


Related Articles

How to create (add) a vendors

How to find an inactive vendor





Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request