Adding a Vendor Category

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

1. From any IntelliDealer screen, click on the Configuration tab.
   The Configuration Quick Links screen will appear.

   
   

   Configuration Quick Links screen

2. From the General Ledger list, click the Accounts Payable link and select Vendor Categories from the drop down list.

   
   

   Configuration Quick Links screen

3. The Vendor Categories screen will appear.

   
   

   Vendor Categories screen

4. On the Vendor Categories screen, click on the Need to create a new category? Click here to add link.
   The Vendor Categories screen will appear.

   
   

   Vendor Categories screen

5. On the Vendor Categories screen, enter a vendor category Code.

6. Enter a vendor category Description.

   
   

   Vendor Categories screen

7. 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 will refresh allowing you to add another vendor category code without closing the screen.