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How to Add a Vendor Category
How to Add a Vendor Category
Andrew Day avatar
Written by Andrew Day
Updated over a week ago

A license holder with several vendor contracts can create vendor categories to more easily sort vendors by type.

Required permission(s): purchase_order_create

  1. In the Wholesale application, open the Settings tab.

  2. Select the Vendor Categories sub-tab.

  3. In the Categories section, click New Vendor Categories. This opens the New Category modal.

  4. Enter a name for the new Vendor Category in the field provided.

  5. Click Create to add the new Vendor Category.


From the Settings tab, you can also Add a New Payment Term or Create a Tax Type.

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