Add a vendor to a source

You can group vendors into a single source for reporting and mass mailing. Vendors can belong to multiple sources.

Add a vendor to a source group

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. From the Setup page, click the Sources tab.

   

4. Click Edit.
5. Click the Add Vendor Source button. A row appears in the Sources grid.
6. In the Source Code column, type or search for the Source code or description, and then press the Tab key. The Description appears.

   Tip: To get more information on that source, or create a new source, click the link in the Source Code column, and then see Create sources to group vendors.

7. Click Save.

Remove a vendor from a source

1. Go to the Sources page as described above, and then click the delete icon at the end of the Source row you want to remove.
2. Click Save.