Supplier Categories are used for filtering and grouping report data that is related to Suppliers. How you define your categories is entirely up to you.
A Supplier Category is mandatory for each Supplier account created, so you must define at least 1 Supplier Category when you begin setting up your data. You may decide to set up a single Category to start with and change to a more structured set of suppliers by category at a later stage.
Of course, supplier categories is not the only data that can be used to give supplier information some structure. See related topics for other options.
Example
Let’s say you split your Suppliers into 2 categories:
- Services/Utilities e.g. electricity providers, cleaners, recruitment services, advertisers etc.
- Stock e.g. suppliers you buy inventory and raw material items from
and you wanted to send a message to your suppliers about some new procedures in your goods inwards receiving dock. By having tagged suppliers with a category you can easily select suppliers with the criteria of having ‘Supplier Category = Stock suppliers’.
Panel Options
- Standard panel features
- Maintenance
- Views
- Audit – lists data changes made over time to the category currently being viewed
- Where Used – lists suppliers that have been assigned to the category currently being viewed
- Reports
- List Supplier Categories