Using Vendor Type
GENERAL DISCUSSION
The Vendor Type list may be accessed in the List menu under the Customer & Vendor Profile Lists section. The Vendor Type selection is made in the Edit Vendor dialog box on the Additional Information tab. The Vendor Type list is used to identify the primary business operation of your Vendors, generally for the purpose of filtering List reports.
USING VENDOR TYPE
The Vendor Type setting is designed to be used to filter, sort or simply identify each Vendor’s primary business in List reports serving a number of different purposes, as follows:
- In Company Phone Books, to display each Vendor’s primary business along with the other contact information, and to sort the Company Phone Book by Vendor Type so that all vendors providing the same service are listed together like a “Yellow Pages” phone book.
- In lists of Recommended Suppliers, to be given to your customers at the beginning of the project so they may know who you want them to visit to make their allowance purchase selections.
- In lists of project vendors, to be given to your lender as may be required.
- In lists of the project’s Warranty Providers, to be given to your customers upon the completion of the project so they may know who to contact in the event they have a warranty problem.
- In lists of vendors generated prior to 1099 printing, so you may more easily determine from the list who you need to send a 1099 or who you may need to obtain tax information from.
- In lists of vendors generated prior or pursuant to workers comp review, so you may more easily determine from the list who you may need to obtain and/or maintain worker compensation insurance certificates with.
The Vendor Type may also be used to filter mailing labels, usually for the purpose of generating mailing labels for preparing and/or distributing bid plans and bid packages.
The Vendor Type is not used to filter P&L reports because a P&L report filtered by vendor or vendor type is a useless report. The Vendor Type is also not used to sort or total transaction detail reports because, when you try to do this all the transactions disappear from the report. I don’t know why, they just do, and therefor there’s no reason to do it.
THE VENDOR TYPE LIST
The QuickBooks Template File contains the following Vendor Types already entered into it’s Vendor Type List for you use. Of course, you may find that your business requires the addition of additional Vendor Types.
- Accessories Contractor
- Accountant
- Alum Building Products Supplier
- Aluminum Contractor
- Appliance Supplier
- Architect / Designer
- Architectural Renderings
- Attorney
- Blue Printing Service
- Bookkeeping Service
- Bottled Water Services
- Building Contractor
- Building Department
- Building Materials Supplier
- Cabinets/Countertop Supplier
- Cable Company
- Carpentry Contractor
- Ceiling Contractor
- Cellular Telephone
- Cleaning Service
- Closet Systems
- Computer Consultant
- Concrete Contractor
- Concrete Pumping Service
- Concrete Supplier
- Countertop Supplier
- Crane Rental
- Cultured Marble Supplier
- Drywall Contractor
- Drywall Supplier
- Dumpster Rental
- Electrical Contractor
- Engineer
- Engineering Firm
- Equipment Rental
- Excavation Contractor
- Fencing Contractor
- Flooring Contractor
- Flooring Supplier
- Garage Door Supplier
- Glass Block Supplier
- Glass Supplier
- Government Agency
- Gutter Systems
- Hardware Supplier
- Hauling Contractor
- Health Insurance Provider
- Home Owners Association
- HVAC Contractor
- Industry Association
- Insulation Contractor
- Insurance & Bonds
- Interior Decorators
- Interior Designers
- Land Developer
- Landscape Contractor
- LD Telephone Services
- Lead Referral Services
- Lenders
- Lighting Fixture Supplier
- Lumber Supplier
- Marketing Consultant
- Masonry Contractor
- Masonry Supplier
- Millwork Supplier
- Miscellaneous
- Mobile Radio Service
- Mobile Telephone Service
- Office Supplies
- Office Trailer Rental
- Outdoor Awning Contractor
- Paint Supplier
- Painting Contractor
- Paving Contractor
- Pest Control Contractor
- Phone System Contractor
- Plastering Contractor
- Plumbing Contractor
- Plumbing Supplier
- Porcelain Repair
- Precast Concrete Supplier
- Precast Subdivision Walls
- Printers
- Professional Service
- Roofing Contractor
- Roofing Supplier
- Saw Cutting Contractors
- Screen Enclosures
- Security Systems
- Septic System Contractor
- Siding Supplier
- Signage Contractor
- Steel Fabricators
- Steel Framing Contractor
- Steel Supplier
- Stucco Contractor
- Stucco Supplier
- Surveyor
- Swimming Pool Contractor
- Tax Authority
- Telephone Answering Service
- Telephone Company
- Temporary Toilet Rental
- Tile Supplier
- Title Company
- Tool/Equipment Rental
- Tool/Equipment Supplier
- Truss Manufacturer
- Tub & Spa Supplier
- Utility Company
- Vehicle Rental Agency
- Vehicle Repair Facility
- Wallcovering Contractor
- Wallcovering Supplier
- Warranty Company
- Welders
- Whirlpool/Roman Tub Supplier
- Window Supplier
- Window Treatments
- Workers Comp Insurer