Setting up vendor types

You can use vendor types to group or categorize vendors. Types give you the ability to select specific vendors when printing bid requests, vendor lists, or other vendor related documents.

If you create a long list of vendor types, you can simplify it by abbreviating vendor categories. For example, use M for material suppliers and S for subcontractors in the Type Name. For example, the description for a lumber supplier is M-Lumber, and an electrical supplier is S-Electrical.

To set up vendor types:

1. Open 4-4 Vendors (Accounts Payable).
2. Next to the Vendor Type list, click the detail button.
3. The Vendor Type window opens.
4. In the Vendor Type# text box, enter the type number.
5. In the Type Name text box, enter a description of the vendor type.
6. Repeat steps 3–5 for each type.
7. On the File menu, click Save.