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

Sections in this article

• How to set up a vendor type
• How to assign a vendor type to a vendor record

Organizations may setup 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

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:

How to add a vendor type to a vendor record

You will have to assign the vendor(s) you have identified a Vendor Type in the Vendor screen:

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

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