Supplier Categories Tutorial

Overview#

Supplier Categories sort and classify suppliers for reporting. Only one category can be selected for a supplier.

💡These tutorials explain how to create and edit Supplier Categories.

How to Create Supplier Categories#

1. Navigate to Edit Categories.
2. Click New (button).
3. Complete the row as follows:
   1. Description = Enter the name of the category.
   2. Press Tab to add another category.
4. Click Save (button).

How to Edit Supplier Categories#

1. Navigate to Edit Categories.
2. Click Refresh (button) to apply changes made by other users.
3. Change any of the records by overtyping them.
4. Delete an entry by clicking the final column to display an X. Click the X to delete the record. Confirm the deletion.
5. Click Save (button).