In the following video we explore editing and maintaining vendor types in RPS for effective vendor management. We discuss accessing vendor settings, viewing existing vendor types, creating a new vendor type and utilizing vendor types.
Editing and Maintaining Vendor Types
Key Steps:
Log into RPS and navigate to the vendor settings screen.
Press the menu button, scroll down to vendors, and then select settings.
Click on the vendor type option to view the existing vendor types.
To create a new vendor type, click on the "Add Vendor Type" button.
Enter the name of the new vendor type (e.g., utility company) and click update to save it.
Cautionary Notes:
Ensure that the vendor types created are relevant and accurately represent the different types of vendors.
Avoid duplicating vendor types unless necessary to maintain clarity and organization.
Tips for Efficiency:
Keep the vendor types organized and consistent to streamline vendor management processes.
Regularly review and update vendor types to reflect any changes in vendors or business needs.
Utilize vendor types in vendor profiles and reports for better categorization and filtering capabilities.