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

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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:


Related Articles

Creating Vendors

How to find an inactive vendor

 

 

 

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