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Vendor Type - Knowledgebase / LEGACY Products / Settings - Cavallo Technical Support

Vendor Type

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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. 

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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

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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

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See it in Action

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

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