How to categorize a supplier using supplier types

Step by Step Guide:

Use Case: For example, you might want to categorize external from internal suppliers or further classify them into the type of external vendors your agency is working with.

1. Navigate to Master Files > Suppliers.

2. Click Supplier Types, located at the top of the page.

3. Click CREATE A NEW SUPPLIER TYPE.

4. Enter the following information:

Supplier Type Name
Enter a supplier category name.

Active
The system automatically sets all new records to active. Uncheck to make it inactive.

Default
Check to define the default supplier type for new suppliers added to your database, and is helpful if a majority of new suppliers created are in the same category.

Default For Employee
Check if you want to create a supplier record for an existing employee. The system will automatically assign the supplier type that you have designated as Default for Employee.

For example: if you create a Supplier record that is linked to an employee record for Expense purposes, by default, Accountability will automatically assign a supplier type as Staff. You can override if needed.

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5. Click SAVE.

Tip: Some external programs that create suppliers in Accountability, such as media platforms, may use a different logic to assign the Supplier Type for new suppliers.