Overview
The Vendor Class function of SalesPad Cloud allows you to categorize your vendors and apply various settings to all vendors in your Vendor Classes.
To get started, select Vendor Class from the Settings menu.
Navigation Menu
Vendor Class
Create a Vendor Class
To create a new vendor class, click the New Vendor Class button in the upper left-hand corner of the screen.
The Vendor Class drawer will appear. Fill out the information fields in the drawer.
For a brief explanation of the different information fields in the Vendor Class drawer, click here:
Vendor Class - Allows you to name the Vendor Class
Description - Allows you to describe the Vendor Class
Currency - Indicates what currency this Vendor Class accepts
Payment Terms - Assigns Payment Terms to this Vendor Class
Shipping Method - Assigns a Shipping Method to this Vendor Class
Is 1099 - Indicates whether or not this Vendor Class has an associated 1099 form
When you've finished entering your information, click Save.
Edit a Vendor Class
To edit an existing Vendor Class, first select the Vendor Class from the list on the left-hand side of the Vendor Class window.
Once you've select the Vendor Class 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.
See it in Action
Vendor Classes are assigned to Vendors in the New or Edit Vendor drawers.
