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Vendor Type

Overview 

Vendor Type is similar to Vendor Class in that it is a means of categorizing vendors. Use Vendor Class and Vendor Type together to manage your vendors more effectively. 

To get started, select Vendor Type from the Settings menu. 

Navigation Menu
Vendor Type
Create a Vendor Type

To create a Vendor Type, click the New Vendor Type button in the upper left-hand corner of the screen. 

Give the Vendor Type a name in the Vendor Type drawer that appears, then click Save

Back to Navigation Menu

Edit a Vendor Type

To edit an existing Vendor Type, first select the Vendor Type from the list on the left-hand side of the Vendor Type window. 

Once you've selected the Vendor Type you want to edit, make your changes in the information fields on the right-hand side of the screen. 

When you've finished making your changes, click Save

Back to Navigation Menu

See it in Action

Vendor Types are assigned to Vendors in the Create or Edit Vendor drawers.

Back to Navigation Menu

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