Create a Vendor Type

System Location: Settings > Base Tables > Vendor Types

Vendor Types are used to categorize vendors.

For more information see Vendor Types.

  1. Click the Settings button.Settings_Button
  2. Open the Base Tables dropdown menu.
  3. Select Vendor Types.
  4. Click New (located at the top of the page.)

Provide Values

Provide information for the fields listed below at a minimum to take advantage of JobBOSS2's reporting and analysis tools in addition to benefiting from its ability to pass information along from one part of the software to another.

An asterisk [*] indicates a required field.

  1. Provide information as appropriate:
    • *Vendor Type: Should indicate what criteria the vendor is categorized by
    • Description: Appears on Vendor Type Navigator and various reports for reference
    • GL Code: Associated by default with vendors that are assigned to the selected type
  2. Click 'Save' to save the record.
    1. Use the Save dropdown menu if you want to create a new record or print a report upon saving.