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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.
Please Note: Vendor Categories are a required field when creating new Vendors. With this said, it is important to keep Vendor Categories clean and easy to track..
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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FAQs
Q: What reports are most useful when wanting to view expenses or purchases by Vendor Categories?
A: Vendor Aged Open Invoice is a report that can provide open invoices by Vendor Category. The data genie would be the best tool to use to build a customized report to view purchases by Vendor category and it is very simple to build.
Q: What is the best way to see all Vendor Categories I currently have?
A: The Vendor Categories grid will display all current Vendor Categories. If you would like to see all vendors within a certain Vendor Category, you can use the Manage Vendors Grid and filter by Vendor Category. Once the grid is filtered users can export the grid to excel.
Best Practices
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Make sure all Vendor categories are clearly and distinctly labeled to create ideal organization.
Downloadable Guide
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