Use vendor categories to organize your vendor list, so you can easily find the vendor you need for a specific work order.
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
- Navigate to Maintenance > Vendors.
- Click Manage categories.
- The Vendors Categories page appears, with a list of available categories.
- Scroll to the bottom of the page, and click Add a new category.
- In the Category Name field that appears, enter the name of the category. Remember to use a name that is clear and unambiguous.
- You can add as many categories as you want, then click Save to add the category.
Edit a vendor category
- Navigate to Maintenance > Vendors.
- Click the Manage Categories.
- The Vendor Categories page appears, with a list of available categories.
- Click the name of a category to edit it.
- In the Category Name field that appears, edit the name of the category.
- Click Save to return to the All Vendors page.
Delete a vendor category
- Navigate to Maintenance > Vendors.
- Click Manage Categories.
- The Vendor Categories page appears, with a list of available categories.
- Click the red x next to the category that you want to delete.
- Click Save to return to the Vendors page.
When you delete a category, all items assigned to that category are marked Uncategorized.
| Article #: | 112314 |