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Overview
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Table of Contents
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For example, Titleist is a vendor most Clubs use strictly for the Pro Shop. By creating a Category called Golf, the user can filter a report that only shows Vendors and costs associated with the Golf/Pro Shop. If the user has a large number of Vendors and wants to pull reports on just a certain aspect of their business, creating a Category will allow for reports to be pulled rapidly.
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Content
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Use Case(s)
A Club creates a Vendor Category to group their Pro Shop Vendors.
A Club creates a Vendor Category to group their Beverage Vendors.
A Club creates a Vendor Category to group their Catering Vendors.
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Best Practices
Vendor Categories are a required field when creating a new Vendor, keeping detailed notes on Vendors will be helpful when it comes time to run reports based on the various categories.
Make sure all Vendor categories are clearly and distinctly labeled to create ideal organization.
Downloadable Guide
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