Configuration: Vendor Categories

Use the Vendor Categories screen to search for, edit, or add vendor categories that are used to classify vendor contacts on the Contacts Profile screen in the Vendor Profile section.

To open the Vendor Categories screen, navigate to Configuration > General Ledger > Accounts Payable > Vendor Categories.

Topics in this section are:

Adding a Vendor Category

Used to classify vendor contacts on the Contacts Profile screen in the Vendor Profile section.

  1. From anywhere in IntelliDealer screen, navigate to Configuration > General Ledger > Accounts Payable > Vendor Categories.

  2. Click the Need to create a new category? Click here to add link.

    Vendor Categories screen appears.

  3. Enter a vendor category Code and Description.

    Vendor Categories screen appears.


  4. On the Vendor Categories screen, click the Save button to save the new vendor category code and return to the Vendor Categories screen.
    - or -
    Click the Save & New button to save the new vendor category code.
    The Vendor Categories screen refresh allowing you to add another vendor category code without closing the screen.

Deleting a Vendor Category

  1. From anywhere in IntelliDealer screen, navigate to Configuration > General Ledger > Accounts Payable > Vendor Categories.The Vendor Categories screen appears.


  2. Fill in the appropriate fields and click the Go >> link.



  3. Click Category from the list.

    Vendor Categories screen appears.



  4. Click the Delete button.

  5. On the Confirmation screen, click the Yes button to delete the selected vendor category from the system.



Screen Description

The sorting options on the Vendor Categories screen are:

Sort by
Field Description
Code Sorts the search results by vendor category code.
Description Sorts the search results by vendor category code description.

The search fields on the Vendor Categories screen are:

Field Description
Select Category Search for a vendor category by entering a vendor category.
Select Description Search for a vendor category by entering a vendor category description.

The fields on the Vendor Categories screen are:

Field Description
Category The code representing the vendor category throughout the system (used to search for and reference a vendor).
Description A brief description of the vendor category code.

To successfully complete Electronic Funds Transfers using the system, a Vendor Category with a Category code of "EFT", and a Description of "Electronic Funds Transfer" must be created and applied to at least one Contact Profile in each Vendor Profile you wish to pay with an EFT.

Data Source: PFWTAB

Security: 999 - Configuration

Revision: 2025.08