Add, Edit, or Delete a Vendor Group

You can change most of the information in a vendor group record at any time, with the exception of the vendor group code. If you need to change a code:

Add a vendor group with the code you want to use.
Transfer all the vendors in the group to the new group.
Enter the group statistics in the record for the new group.
Delete the group with the code you no longer want.
Most of the changes you make to a vendor group record have an effect only on new vendor records you create and add to the group, later.
If vendors are assigned to the vendor group, you can change only the Inactive status.
If a vendor group is Inactive, you cannot:
Add new vendors to the group.
Add invoices or other transactions for vendors in the group.
Before you can edit vendor group statistics, you must select the Allow Edit Of (Vendor) Statistics option on the A/P Options form. Also, if you are entering statistics for a new record, note that the Statistics tab appears only after you have added the record.
Before you can delete a vendor group that includes vendors, you must first reassign the vendor records in the group to other groups, or delete them.

You must add at least one Vendor group before you can add Vendor records.

Click the New icon () beside the Group Code field.
In the Group Code field, type the code for the new vendor group, and then press the Tab key.
Fill in the fields on the Vendor Groups form.
Click Add.
If you want to add another record:

If you want to reuse the information you entered for the previous group, simply type the code for the new vendor group in the Group Code field, then press the Tab key.
If you want to add vendor group that uses information from another vendor group, display the record for the group you want to copy, type the new vendor group code, and then press the Tab key.

Open Accounts Payable > A/P Vendors > Vendor Groups.
Use the Group Code field to display the record you want to edit.
Type the code, select the code from the Finder, or use the navigation buttons to display the code you need.
Make the changes you need in the record.
When finished, click Save to record your changes.

Open Accounts Payable > A/P Vendors > Vendor Groups.
Type the code for the vendor group you want to delete, select it from the Finder, or use the navigation buttons to display the code you need.
Click the Delete button.
If you see a message asking you to confirm that you want to delete the record, click Yes.

Print the Vendor Groups report that contains the type of information you changed to check the information. Save the report for your files.
Enter the changes, as needed, in the vendor records assigned to the group. For example, if you specified a new terms code for the vendor group and you want to use the terms with all the group’s vendors, you must edit each existing vendor record to enter the change (or use macros to update them all).