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