Vendor groups help organize vendors in Restaurant365 and make it easier to focus on relevant invoices during a Payment run. Assigning vendors to a group lets users filter payment run transactions and narrow accounts payable reports by vendor group.
Vendor groups are optional and can be created directly from the vendor form. Because a vendor group cannot be edited or deleted after it is created, confirm the name before saving.
Add a Vendor Group
1) Navigate to the Vendors page and double click the vendor to open the vendor form.
2) Scroll to the Procurement section and click the Vendor group selector field.
3) Type the name of the group.
Select an existing group to add the vendor
Or,
Click + Create to add a new vendor group
4) If creating a new group, confirm the name and click Create.
Vendor groups cannot be edited or deleted after being created.
5) Save the changes to the vendor form.
If any other required fields are incomplete, the vendor form will automatically scroll to the first field to be completed.