You now have the ability to set a category to a vendor. Vendors can be either a supplier or a service provider. Once you’ve set a category you have the option to add a subcategory to help you better organize your vendors. Subcategories are added by you.
Example vendor subcategories are: Furniture, plumbing, contractor, workroom, fabric, tile etc.
How to Categorize VendorsClick the " category" drop down and choose "service provider" or "supplier". Categorize your vendors for better organization and searching capabilities.
How to Add a vendor subcategory:
To add a subcategory start typing the subcategory name in the “subcategory” box and click enter when done.
How to Search for a Vendor:
You can search your Vendors by clicking the search/ filter button in the top left of the navigation bar from within the Vendors section. Easily search by Vendor name, category, subcategory and active/ archived.
Upload Files to Vendor Profile:
You can now upload files to the Vendor Profile now. Here's how: