How to Add a Vendor Category

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.