Vendor groups

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This option allows you to set up to two Reporting groups for your Vendors. Vendor groups allows you to group or categorize the Vendor accounts on which you would like to report.

To set reporting groups for Vendor accounts:

1.On the Setup ribbon, select Groups. The Groups (Account group 1 (default)) screen will be displayed.

2.Click on theVendor  group 1 button. The Vendor group 1 screen is displayed:

3.If you wish to rename the Reporting group name - Vendor group 1, over-type the description with your new description. This will change the description of the button for Vendor group 1.

4.To add a new Group to the root directory or list, select the "REPORTING GROUP ROOT" on the list and click on the New button.

5.Enter the name of your Vendor group 1 and click on "REPORTING GROUP ROOT" on the list.

6.Repeat the process until you have entered all the Vendor groups, etc.

7.If you need to add Reporting group 2 for Vendors, click on theVendor  group 2 button and repeat the process as for Cost Group 1.

8.Click on the OK button to save your changes and close (exit) this screen.

You may click on the Print button to print a list of your vendor groups.

You may set colors to display on the Vendor accounts List screen. To do this, click on the Backcolor  button to set the rows background color and the Fontcolor  button to set the Font color.

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