Setting up vendor types
- From the Setup menu, click Vendor Types.
- Place the cursor one row above where you want the new vendor type.
- Click the New button.
- Complete the following fields:
| For | Do this |
|---|---|
|
Description |
Type a name for the type. |
|
Consultant |
If the vendor type provides consultant service, select this check box. This makes Ajera's Pay When Paid and Consultant Management features and reports available. |
|
Credit card vendor |
If this vendor type is a financial institution that provides you with a credit card, select this check box. |
|
Notes |
- Click Save. The vendor type appears in a row below the cursor. To move it,
click the row and click
or 
.
