Filtering Vendors

This article describes how to filter and view different vendors by their status, location, type, terms, and more. If you cannot find a vendor in your records, it is likely due to the filters you may have on. 

For more help with vendors in general, see About Vendors.

Filtering Vendors

There are plenty of different filters to use when viewing vendors. Below is a photo highlighting the main icons you will use to filter between assets: the status change icon (3 grey lines), the search icon, and the funnel icon:

Let's cover how to filter by status first.

Filtering By Status

1.  From the left sidebar, click Inventory and then Vendors.
2. At the top left corner select the 3 grey lines. 
3. You should now be able to filter by status of the vendor. The two options are Active Vendors or Inactive Vendors.
4. Select the one you would like to filter by. 

Filtering By Form Fields (or other Vendor Details)

1. From the left sidebar, click Inventory and then Vendors.
   
2. Click the funnel button at the top left in between "Search" and "Clear"
3. A menu should appear at the right with different form fields to filter by. Enter what you would like. For more help understanding what each form field means, scroll down to the chart at the bottom of this article.
4. Select Apply at the top right of that menu.

Vendor Form Fields