About Supplier Types
Supplier types allows you to categorise the different suppliers when creating a cost. When a cost has an allocated Supplier type, it is grouped accordingly on the Quotes screen, making it clear which costs are associated.
Select the settings cog at the top right of the page.
Select General Settings.
Click on the Events tab along the top and choose the Cost types sub menu.
Here you can see a list of all of the cost types within your organisation. You can remove any of the cost types listed by clicking the red Delete type button at the end of each row.
Select Add type at the top of this panel.
Enter the name of the Cost type in the Name field. You also have the option to set it as Private. This will hide the Total Cost field from the quotes and invoices. This function is useful if you'd like to prevent the client from seeing the actual cost to you from the supplier. For example if you wish for an artist's fee to remain private.
To finalise the cost type select Add type.
When the supplier type has been added you can select it from the dropdown list from the Supplier Type field when creating a new account.
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How to create a Supplier type
Select the settings cog at the top right of the page.
Select General Settings.
Click on the Events tab along the top and choose the Cost types sub menu.
Here you can see a list of all of the cost types within your organisation. You can remove any of the cost types listed by clicking the red Delete type button at the end of each row.
Select Add type at the top of this panel.
Enter the name of the Cost type in the Name field. You also have the option to set it as Private. This will hide the Total Cost field from the quotes and invoices. This function is useful if you'd like to prevent the client from seeing the actual cost to you from the supplier. For example if you wish for an artist's fee to remain private.
To finalise the cost type select Add type.
When the supplier type has been added you can select it from the dropdown list from the Supplier Type field when creating a new account.
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Updated on: 29/06/2020
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