The Vendor Type List holds the names you use to group vendors: Suppliers, Contractors, Utilities, Professional Services. Types can have sub-types, such as Contractors:Electrical.
Opening it
- Lists ▸ Customer & Vendor Profile Lists ▸ Vendor Type List.
- Edit ▸ Preferences ▸ Bills ▸ Vendor Type List.
From the menu it opens over the Home Page, and Esc takes you back to the Home Page. From Preferences it opens on top of Preferences, and Esc goes back there. It needs permission for the Vendor Centre.
The line under the title reads Group vendors: Suppliers, Contractors, Utilities… Each vendor's type is set on their own form.
Add a vendor type, step by step
- Choose New Vendor Type.
- Type the Vendor Type Name.
- To make it a sub-type, tick Subtype of and choose the parent.
- Choose OK.
Make inactive hides a type and its sub-types from pickers; Delete removes one that has no sub-types and that no vendor carries (otherwise SeroBooks says "…" is in use by a vendor. Change their type first, or make it inactive instead.). See Lists in SeroBooks.
Using vendor types
Give a vendor their type on their own record: Vendor type under Trade terms on the vendor form (see Add or edit a vendor). Choose (none) to take it off. An inactive type stays on the vendors who already have it. Two related things are handled elsewhere:
- Subcontractors who get a year-end slip are marked on the vendor record with Contractor — gets a slip at year end; see Contractor Slips.
- To see your spending by vendor, use the Vendors & Payables and Purchases reports.
Anyone who can see the Vendor Centre can change this list.