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Categorize vendors by business or product line

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Categorize vendors by business or product line

To categorize vendors by business type or product line, you create categories, and then assign each vendor to a category during creation.

The following procedure describes how to create vendor categories, report on all vendor category reference codes and descriptions, and assign a category to a vendor.

  1. Go to File>Vendor>Category.
  2. Click New.

  3. In the Category box, type a new code or reference number for the category, and then press the Tab key.
  4. Type a Description.
  5. Click Save.
  1. Go to File > Vendor > Master.
  2. In the Vendor box, find the vendor you want to edit by typing the name, number, city, or phone. If the data for your vendor does not appear automatically, press the Tab key.
  3. On the Setup page, click the General tab.

  4. In the Category box, click the and choose the category you want to assign to this vendor.
  5. Click Save.
  1. Go to File>Vendor>Category.
  2. Click the Report button.

  3. On the Field Selection pop-up that appears, you can choose which fields appear: Code and/or Description. Drag the fields into the Print Order areas, and then click OK.

  4. On the Print Document pop-up that appears, click View.

  1. Go to File>Vendor>Category.
  2. In the Vendor Category box, click , and then click the category you want to update.

  3. Click Edit.
  4. Modify the category as described above.
  5. Click Save.
  1. Go to File>Vendor>Category.
  2. In the Vendor Category box, click , and then click the vendor category that you want to delete.
  3. Click Edit.

  4. Once the category is in edit mode, click the Delete button.
  5. On the confirmation message that appears, click OK.
  6. On the Field Selection pop-up that appears, you can choose which fields appear: Code and/or Description. Drag the fields into the Print Order areas, and then click OK.

    On the Print Document pop-up that appears, click View.

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