How to Create and Manage Vendor Types

Vendor types in CommerceJet help categorize vendors used in purchase orders, allowing for better organization and clarity. Follow these steps to create, edit, and manage vendor types effectively.

Step 1: Navigate to Vendor Types

From the CommerceJet Dashboard, locate and click on Settings in the side menu. From the drop-down list, select Vendor Types. This will take you to the Vendor Types list, where existing vendor categories are displayed.

Step 2: Add a New Vendor Type

To add a new vendor type, click the Add New button located at the top of the Vendor Type list. A form will appear where you can type in the name of the new vendor type.

Step 3: Enter the Vendor Type Name

In the form, type in the name of the vendor type, such as Supplier or Manufacturer. Once you’ve entered the name, click Submit to add the new vendor type to the list.

Step 4: Edit or Delete Vendor Types

To modify an existing vendor type, locate the type in the list and click the Edit button next to it. Update the name of the vendor type, then click Update to save your changes.

If you wish to remove a vendor type, click the Delete button next to the type you want to delete. Regularly reviewing vendor types ensures that purchase orders are categorized and processed accurately.

Pro Tip: Use descriptive and consistent naming for vendor types to ensure clarity across your purchase orders and vendor management processes.

Success!

You’ve successfully created and managed vendor types in CommerceJet. These vendor types can now be applied to your purchase orders, ensuring accurate vendor categorization.

Need Help? For more tutorials or assistance, visit our Help Center at CommerceJet.