For example:

  • Organize and classify vendors by category.
  • View the Details column to determine the number of assigned numbers/vendors per category.

Add a vendor category

  1. Navigate to Maintenance > Vendors.
  2. Click Manage categories.
  3. The Vendors Categories page appears, with a list of available categories.
  4. Scroll to the bottom of the page, and click Add a new category.
  5. In the Category Name field that appears, enter the name of the category. Remember to use a name that is clear and unambiguous.
  6. You can add as many categories as you want, then click Save to add the category. 

Edit a vendor category

  1. Navigate to Maintenance > Vendors.
  2. Click the Manage Categories.
  3. The Vendor Categories page appears, with a list of available categories.
  4. Click the name of a category to edit it.
  5. In the Category Name field that appears, edit the name of the category.
  6. Click Save to return to the All Vendors page.

Delete a vendor category

  1. Navigate to Maintenance > Vendors.
  2. Click Manage Categories.
  3. The Vendor Categories page appears, with a list of available categories.
  4. Click the red x next to the category that you want to delete.
  5. Click Save to return to the Vendors page.

When you delete a category, all items assigned to that category are marked Uncategorized.

 

Article #: 112314

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